Broker Check
(602) 230 - 0444
info@rbgcap.com
Client Login

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?

Learn more
Mergers &#38;<br/>Acquisitions | Capital Advisory

Mergers &
Acquisitions | Capital Advisory

Tailored Solutions for Your Unique Needs

Learn more
ESOP<br/>Advisory

ESOP
Advisory

“Not your Grandfather’s ESOP”

Learn more
Resources

Resources

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

Learn more

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

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...
Read more
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...

Read more
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...
Read more
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...
Read more
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...
Read more