Bio

Rob views himself as a “guidance counselor” for private company business owners. He is most often found leading Bigelow client engagements to find the best next owner at the right time for the right reasons. Rob believes weaving technical expertise with a focus on the personal unlocks creative strategies that prove consistently beneficial to Bigelow clients. He is keenly interested in the multi-dimensional nature of preparing clients and management teams for a successful transaction. Rob’s technical foundation was gleaned from a decade of hard duty—learning the ropes of corporate finance and investment banking in Los Angeles and New York. He held positions in the investment banking divisions of Merrill Lynch, Smith Barney, Sutro & Company, and Koffler & Company. Rob earned his Master of Business Administration, with honors, from the Anderson Graduate School of Management at UCLA, and his Bachelor of Arts in Economics from Middlebury College. Rob is FINRA licensed Series 7, 24, 28, 63, 79, 99.