16 years of experience in corporate finance, concentrated in equity capital markets. Significant experience building capital markets-focused businesses. Executed over $23 billion of transactions, including public equity (IPOs and follow-on offerings), equity-linked, private placements, PIPEs, registered directs and mergers & acquisitions.
Deep domain expertise in SPACs
Specialties: Capital Markets Advisory, Special Purpose Acquisition Companies (SPACs), Private Capital Raising, Mergers & Acquisitions
Director @ Senior member of U.S. Equity Advisory team, providing independent advice to companies and holders of concentrated equity stakes (private equity firms, hedge funds, family offices and trusts) on capital markets transactions, including IPOs, follow-on equity offerings, monetizations and convertibles. From September 2011 to Present (4 years 2 months) New York, NYFounder @ Founded boutique investment bank focused on providing personalized, independent financial advice on capital markets transactions and raising growth capital for private companies.
Areas of expertise include Capital Markets Advisory, SPAC Advisory, Private Capital Raising and Mergers & Acquisitions. From May 2009 to October 2011 (2 years 6 months) New York, NYDirector @ Helped companies raise capital in equity, equity-linked and debt markets through public offerings and private placements. Led the firm's Special Purpose Acquisition Company (SPAC) group. Experience with companies in U.S. and Europe. From September 1999 to April 2009 (9 years 8 months) New York, NY; London, EnglandAssociate @ Provided independent advice on capital structure, dividend policy and valuation. Implemented EVA (Economic Value Added) value-based management system for mid-sized companies. From 1996 to 1999 (3 years)
BS in Economics, Finance @ The Wharton School, University of Pennsylvania From September 1992 to 1996 Randolph High School From 1988 to 1992 Robert Berger is skilled in: Venture Capital, Private Equity, Investment Banking, Equity Capital Markets, Capital Markets Advisory, IPO, Follow-on Offerings, Secondary Offerings, Monetization, Mergers, Valuation, Private Placements, Capital Markets, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Deal Sourcing, Equity Research, Equities, Due Diligence