LaBrec Financial Group

What LaBrec Financial Group does

LaBrec Financial Group is a privately held holding company established in 1976 by founder Robert LaBrec and headquartered at 1277 Cromwelll Court, Gallatin, Tennessee. The organization operates as a diversified financial services conglomerate, structured as a parent entity owning four wholly-owned operating subsidiaries: Financial Advisory Services of Tennessee (financial planning and asset management for upper-income individuals with emphasis on tax-favored and venture capital investments), Investment Realty Services, Inc. (residential and commercial real estate development, sales, and management in Middle Tennessee, with over $15 million in sales over a recent three-year period), ComVest Corporation (communications contract negotiation for apartment communities across multiple states, including cable TV, Internet, and telephone, with over $5 million in client revenue generated via contracts in a recent twelve-month window), and Tag Team Travel, Inc. (a licensed travel agency providing M&A and capital-raising consulting to travel industry clients).

Since establishment, the organization has provided over $30 million in investment capital to projects valued at well over $100 million, deploying a niche-identification strategy across multiple verticals. The company was named one of the Inc. 500 fastest-growing privately held U.S. companies for three consecutive years in the 1990s. Three operating subsidiaries have been divested over the past two decades: LaBrec Securities (broker-dealer, closed 1992), The Pulse LLC (real estate market research, sold 2000), Group L Communications (25 private cable TV systems across six states, sold 2002), and WalWorks Corporation (WalWiz patented wallpaper tool brand, assets sold to William Zinsser in 2002). The current portfolio of active subsidiaries generates revenue through advisory fees, contract negotiation commissions, real estate transaction spreads, and travel agency commissions.

Name

LaBrec Financial Group

Legal name

The LaBrec Financial Group

Website

https://labrecgroup.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

1–10 employees

Short description

LaBrec Financial Group is a privately held holding company founded in 1976 by Robert LaBrec, operating four subsidiaries in financial advisory, real estate development, multi-family communications contract negotiation, and travel agency consulting across the Southeastern United States.

Ownership category

akta.pro rank

Product category

Diversified Financial Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSANAHAA

Strategic / Balance-Sheet CVC (On-balance-sheet investing)

Financial & Insurance/Private Equity & Venture Capital/Corporate Venture Capital (CVC)

Keywords

• Financial advisory services
• Venture capital investing
• Commercial real estate
• Asset management
• Business consulting

Headquarters

HQ city

Gallatin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

LaBrec Financial Group is a privately held holding company founded in 1976 that delivers consulting services, investment capital, financial planning, and asset management through its wholly-owned subsidiaries. Its current operating entities include Financial Advisory Services of Tennessee (financial planning for upper-income individuals), Investment Realty Services, Inc. (residential and commercial real estate development in Middle Tennessee), ComVest Corporation (communications contract negotiation for apartment communities), and Tag Team Travel, Inc. (licensed travel agency consulting).

Product overview

LaBrec Financial Group is a diversified financial services organization offering a portfolio of distinct operating companies. The group provides consulting services, investment opportunities, and various business products through its current operating entities: ComVest Corporation (communications contract negotiation for apartment communities), Tag Team Travel, Inc. (travel agency and consulting), Investment Realty Services, Inc. (real estate development and management), and Financial Advisory Services of Tennessee (financial planning and asset management). These entities operate independently while sharing the LaBrec Financial Group brand and oversight.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services of Tennessee Financial planning and asset management services for upper-income individuals, with emphasis on tax-favored and venture capital investments.
• Investment Realty Services, Inc. Development, sale, and management of residential and commercial real estate in Middle Tennessee, generating over $15,000,000 in real estate sales across a three-year period.
• ComVest Corporation Negotiation of communications contracts (cable television, Internet, and telephone) for apartment communities, representing either multi-family property owners or service providers depending on the market, and active in the acquisition and sale of Cable TV systems.
• Tag Team Travel, Inc. Licensed travel agency providing consulting services to travel industry clients, including acquisition negotiation and funding, Preferred Stock and Limited Partnership Offerings structuring, and asset sale negotiations.

Quantifiable outcome

• Over $30,000,000 in investment capital provided for projects valued at well over $100,000,000
• +2 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor.

• ComcastminorOthersAcquired cable television systems from Group L Communications, Inc. along with other cable operators such as Time-Warner, Viacom, Cablevision.
• Time-WarnerminorOthersAcquired cable television systems from Group L Communications, Inc. along with other major cable operators.
• The Home DepotminorChannel Partner/ Reseller/ DistributorRetail distribution partner for WalWorks Corporation's WalWiz brand wallpapering tools and hand tool products.
• Wal-Mart StoresminorChannel Partner/ Reseller/ DistributorRetail distribution partner for WalWorks Corporation's WalWiz brand wallpapering tools and hand tool products.
• Sherwin-WilliamsminorChannel Partner/ Reseller/ DistributorRetail distribution partner for WalWorks Corporation's WalWiz brand wallpapering tools and hand tool products.
• William Zinsser and Co., Inc.minorOthersAcquired assets of WalWorks Corporation in August 2002, including the WalWiz brand and related product lines.
• Infocode CorporationminorOthersAcquired assets of The Pulse, LLC in 2000, including the real estate market research company and its online database.
• Conferon, Inc.minorOthersAcquired assets of Meetings.com L.P. (sold through Tag Team Travel, Inc.) in 2003.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Market position

Strengths4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LaBrec Financial Group