Robert has spent more than thirty years as an intermediary, investor, senior executive, consultant and board member in the middle market space. He has worked on over one hundred transactions, often with primary responsibility for all aspects of the transaction, from deal initiation through acquisition integration.
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Having both sold and recapitalized companies in which he was an executive and had ownership, Robert understands the importance of selecting the right financial or strategic partner. Having run a private equity fund and led corporate strategic acquisitions and integrations, Robert knows how to position client companies to maximize the probability of a close at a good price. His operating experience, often under high growth or difficult conditions, enhances Robert’s ability to convey a company’s story in the best light while thoroughly presenting pertinent facts
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Robert lives in Plano with his wife Lori; they have two adult children. He is an active member of St. Andrew Methodist Church and spends his free time traveling, reading, and officiating boys’ high school lacrosse games through the North Texas Lacrosse Officials Organization. Robert is a member of the DFW Chapters of the Association for Corporate Growth and the Alliance of Merger & Acquisition Advisors, where he is on the board. A frequent speaker on corporate finance matters, Robert is a guest lecturer in the Finance and Entrepreneurial Studies programs at the University of Texas at Dallas.
Robert is a FINRA registered representative holding Series 24, 63, 65, 79 and 82 designations (Broker Check CRD# 2466229).
