DARTMOUTH COLLEGE B.A. Economics
HARVARD BUSINESS SCHOOL MBA
DFW Association for Corporate Growth
Alliance of Merger & Acquisition Advisors (Board Member)
Series 24, 63, 65, 79 and 82
Robert has been a registered representative with DCF since 2014. He is a founder and Managing Director of Telos Capital Advisors, LLC of Plano (Dallas), TX. Robert and his Telos associates collaborate with DCF on a project-by-project basis.
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.
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.