As Director of Investment Banking Services at Heritage Capital Group, Robert leads the firm’s transaction support functions and ensures the alignment of resources and processes with strategic objectives. He works closely with principals and senior leadership to drive efficient, consistent execution across M&A engagements. In addition to his leadership role, Robert provides direct support on transactions, including valuation analysis, financial modeling, research, and preparation of client materials and marketing documents.
Prior to joining Heritage, Robert was a senior analyst at Business Valuation, Inc., where he performed valuations for tax planning, buy-sell transactions, estate and gift matters, and management planning. He worked with companies across various industries, including manufacturing, distribution, technology, agribusiness, healthcare, and education, with annual revenues ranging from under $1 million to over $1 billion. His work included purchase price allocations, complex financial modeling, and advising clients on strategies to achieve long-term objectives.
Robert holds a B.S. in Health Services Administration from the University of Central Florida and an M.B.A. from the University of North Florida. He is a licensed real estate sales associate in the state of Florida.
