Bob is a career capital markets professional and operating executive with extensive experience working with companies ranging from emerging growth to large, publicly traded enterprises. He specializes in developing and implementing creative capital formation strategies and advising clients on alternative approaches for maximizing shareholder value in connection with merger and acquisition activities. Bob has been an advisor to a wide assortment of public and private companies in the food and consumer products industries including independent and franchise restaurants, food retailers and food packaging companies.
Prior to joining Balmoral, Bob co-founded Insight Advisory Partners, a boutique investment banking firm based in Chicago focused on the food and beverage sector. Previously he was a senior banker with ABN AMRO, Inc. and its predecessor, The Chicago Corporation, where he managed the firm’s private placement activities in North America. Bob began his career with Prescott, Ball & Turben, Inc. (an affiliate of Kemper Insurance Company) in Cleveland, OH. During his investment banking career, he has arranged over $2 billion of private market transactions.
Bob is a member of the Association for Corporate Growth where he co-chairs the committee responsible for hosting ACG’s Annual Food Conference. For the past five years, he has served as a Super Mentor to several emerging growth food companies that have been accepted into the Good Food Business Accelerator (part of the 1871 incubator) mentoring program. He is also a faculty member of Financial Poise, a Web-based information platform that provides financial and legal education to individual investors and private business owners. Bob holds a BA in Economics from Denison University.
Bob is a registered principal with Bridge Capital Securities (62, 63, 79).