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Rob has an extensive background in technology investment banking with over 150 M&A/Private Placement transactions announced, representing nearly $175 billion in aggregate consideration. Rob advises companies in a broad range of software and internet domains, including technology enabled services, software-as-a-service delivery, collaboration services, data services, cloud computing, vertical application solutions, human capital management, enterprise software, supply chain, mobility, business intelligence/analytics, infrastructure software, and financial technology.
Since beginning his investment banking career in 1997, Rob has provided strategic counsel on acquisitions, sales and divestitures, restructuring, recapitalizations, leverage/management buyouts, minority buyouts, special committee assignments, hostile defense (including the largest North American hostile defense), and placement of equity, debt and convertible securities. Prior to co-founding ArchPoint Partners, Rob was a Managing Director and Co-Head of Technology Banking at Montgomery & Co. where he served on the Board of Directors, Executive Committee, Board of Managers, Compensation Committee and Chairman of the Fairness Opinion Review Committee.
Prior to joining Montgomery & Co. in May 2004, Rob spent seven years at J.P. Morgan Securities, Inc. While there, he served as vice president of global mergers and acquisitions supporting clients in the software, internet, storage, EMS and healthcare industries. Additionally, Rob led the firm's West Coast merger and acquisition efforts for the information technology and Internet sectors.
Before attending graduate school, Rob worked for SunTrust as an assistant vice president, executing highly leveraged loans and providing financial advisory services including restructuring advice.
Rob received his MBA from Vanderbilt University, graduating in the top 5 percent of his class, and holds a Bachelor of Science in Business Administration with a major in Finance from the University of Florida. Rob is currently a member of the Vanderbilt University Owen Board and is a Co-Founder of the Long & Louv Entrepreneurial Scholarship Fund.