Bio

As the Director of Investment Banking Services for Heritage, Robert oversees and manages the transaction support functions of the firm, working closely with principals and senior leadership to ensure alignment and use of resources with goals and strategic objectives. Robert also provides M&A engagement execution support for prospects and clients including research, analysis, modeling, presentation and pitch preparation, and other functions necessary to support transaction execution for the firm. Previously, Robert was a senior analyst at Business Valuation, Inc., where he performed valuations of businesses for various purposes including tax planning and compliance, purchase or sale of interest, management planning, and estate and gifting purposes. Robert worked closely with companies ranging from less than $1 million of annual sales to more than $1 billion. In this role, Robert also conducted purchase price allocations, prepared detailed/complex financial models, and worked directly with clients to develop and execute strategic initiatives for realizing their long-term goals and efforts. His valuation experience included clients in technology, education, manufacturing, distribution, agribusiness, and healthcare. Robert earned his B.S. in health services administration from the University of Central Florida and his M.B.A. from the University of North Florida. He is a licensed real estate sales associate in Florida and is a member of the Estate Planning Council of Northeast Florida.