Years of asset and wealth management investment banking experience
Years of financial services experience
Robert became a partner of MHB Advisers in 2015 following a 15+-year career in financial services focused on M&A advisory work and strategic consulting
Independent Consultant in US and internationally
Putnam Lovell: Asset and wealth management investment banking
Royal Australian Regiment: Commissioned Officer
University of Colorado at Boulder: BS in Finance, with Honors
We have advised on approximately 50 M&A transactions and numerous strategic advisory engagements, helping our clients transact more than $250 billion of assets under management
Sold to
We provided a Fairness Opinion to the board of directors of True Capital Management in connection with the sale of the firm to Cresset
Merged with
We represented Beekman Wealth Advisory, a leading provider of custom investment advisory services for select ultra high net worth families with approximately $600 million of AUM, on its sale to Prime Quadrant, a Canadian wealth manager and partner firm of Focus Financial Partners overseeing more than CAD$21bn of client assets.
Optimal outcome for Beekman with numerous strategic benefits for both firms:
sold a strategic minority interest to
We represented Koda Capital, a leading independent Australian wealth management firm advising high net worth and
not-for-profit clients with more than A$10bn of AUM, on the sale of a strategic minority interest to Emigrant Partners,
a Connecticut-based investment firm focused on the wealth and asset management industry with 17 partner firms managing approximately $90b of aggregate AUM
The investment provides several strategic benefits to Koda Capital:
acquired
We represented True Capital Management, a specialized wealth and business management firm focused on professional athletes with more than $2bn of AUM, on the acquisition of FS Wealth Sports and Entertainment, a Nashville-based wealth manager serving athletes, entertainers and other high net worth clients with approximately $200m of AUM
The transaction provides a number of strategic benefits to True Capital: