Investment Bankers Since 1974

 

Robert Finch has over 20 years experience in investment banking as a principal handling transactions nationally. For several years he had success as a turnaround expert advising struggling companies. He has financial management experience with a Fortune 500 firm and has success at maintaining tight financial controls to allow a mid-market company to grow from $22MM to $100MM over a five year period. He attended the University of St. Thomas, Houston, Texas, and Southern Methodist University, Dallas, Texas.

 

Robb Hagestad has in-depth experience in corporate finance, financial analysis and mergers and acquisitions for middle market companies.  Since entering the field of mergers and acquisitions in 1994, Mr. Hagestad has been responsible for the completion of many acquisitions and is familiar with the issues surrounding complex deal structures.  He has worked on transactions involving money center banks, venture capital groups, and many other lending institutions.  Prior to joining Robert Finch and Associates, Mr. Hagestad was the Director of the Corporate Finance Group for Business Valuation Services, Inc.  Prior to BVS he was Vice President – Finance with Centex Corporation in Dallas.  While at Centex, Mr. Hagestad completed numerous acquisitions in service industries complimenting the home building side of the business.  Before that, he was a Senior Manager in the International Treasury Department at Blockbuster Entertainment, and Director of Finance for Pillowtex Corporation completing acquisitions worth over $1 billion dollars.

 

Mr. Hagestad earned a Master of Business Administration from Southern Methodist University. His Bachelor of Science in Finance is from Trinity University. He is a board member of The Partnership for Arts and Culture in Education and participates in other art and civic activities.

 

CONSULTING DIRECTOR ROBERT DUTY

 

Robert has over 30 years of business management experience including the start up of a successful management consulting practice. In addition he is an investor/partner in several service and manufacturing businesses. His business experience includes Pettibone (heavy construction equipment manufacturing), Hyatt(hotels), Blount (construction and manufacturing) and Greyhound (transportation). Mr. Duty holds a BS in Industrial Engineering from Lamar University and a Masters of Engineering from Texas A&M.

 

He is a member of the Turnaround Management Association, Association for Corporate Growth, Society of Risk Management Consultants, and the American Society of Safety Engineers.  He has also served as church Trustee, President of his Homeowners Association and President of the Lamar University IEDA committee.

 

The experiences that our professionals have had with clients have given insights to prospective clients that have helped them make the right choices.

 

Many of the transactions for our clients require skills and experience of an accomplished investment banker and are important to the understanding of the human dynamics that contributed equally to the completion of the transaction.


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