Bio

Robert is a Director and Manager at Plethora Businesses and advises clients in the acquisition and sale of lower middle market companies. At Plethora, he is directly responsible for the completion of more than 60 transactions including traditional sales, recapitalizations and mergers. His involvement in these mandates includes deal origination, negotiation, due-diligence and coordination of credit facilities. Robert joined the Plethora team in 2002 as a financial analyst and transactional coordinator, and was responsible for profiling companies, valuations and preparing confidential marketing memorandums. His industry knowledge spans myriad sectors with specific focus in light manufacturing, value-added service, distribution, logistics, and food companies. His academic background is in finance and international business and holds an M.B.A. and B.A. from the College of Business and Economics at CSUF. Robert holds the Series 79 Investment Banking Representative and Series 63 Uniform Securities Agent license and is also a licensed Broker through the California Bureau of Real Estate.