Bio

As a nationally recognized speaker and expert in mergers & acquisitions, Bob has over forty years of experience and has originated and executed hundreds of investment banking assignments for middle market companies and their shareholders. Prior to founding XLCS Partners, Bob was a Partner and Board Member of a national investment banking firm and was previously affiliated with one of the largest middle market investment banking firms in the United States. Bob holds FINRA Series 62, Series 63 and Series 79 licenses.