Investment banking

Investment Banking

Objectives Driven. Outcome Focused.

Have You Bridged the Gap Between Personal and Corporate Finances?

RBG Capital focuses on advising lower-middle market companies (defined as those with enterprise values between $10 and $200 Million) wishing to develop and execute a business disposition, acquisition or goal-oriented merger plan.

Our team of experienced professionals have been advising on M&A transactions since 1986, developing complex succession and financial plans. We work closely with our clients to guide them through the mergers, acquisitions, and divestiture process while our unparalleled experience in financial planning and modeling focuses on the creation of a solid financial blueprint which guides the transaction.

Our Unique Process

Our Unique Process

Have You Bridged the Gap Between Personal and Corporate Finances?

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Mergers &<br/>Acquisitions | Capital Advisory

Mergers &
Acquisitions | Capital Advisory

Tailored Solutions for Your Unique Needs

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ESOP<br/>Advisory

ESOP
Advisory

“Not your Grandfather’s ESOP”

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Resources

Resources

The following resources are a collective of RBG Capital White Papers, brochures

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rbgcap.com | (602) 230 - 0444

C. Tyler Walling

C. Tyler Walling

VP of Wealth Management

Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016 after spending nearly three years at Morgan Stanley's Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and enjoys...

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Christopher Gee

Christopher Gee

Partner | Chief Investment Officer

Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment...

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Lauren Stevens

Lauren Stevens

Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst and found her niche inthe marketing side of investment banking. She graduated from Arizona State University Magna CumLaude in May 2022 with bachelor’s...

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Michael Walling

Michael Walling

Partner | Director of Corporation Finance

Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size...

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Roy Schieffer

Roy Schieffer, CFP

In Memoriam 8/22/1949-12/27/2021

It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a...

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Sreeya Bhupathiraju

Sreeya Bhupathiraju

Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers...

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Steven Lichtblau

Steven Lichtblau, ChFC

Partner | Director of Wealth Management

Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging...

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Tim Sperling

Tim Sperling

VP of Business Development | Corporate Finance

Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...

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