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Corporate Finance

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 $250 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 &#38;<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

Michael Walling

Partner | Managing Director of Corporate 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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Tim Sperling

Director of Corporate Finance & Business Development

Tim works in the firm’s Investment Banking Division as Director of Corporate Finance & Business Development 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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Aaron Lee

Director of Corporate Finance

Aaron brings extensive financial and operational leadership, as well as consulting experience, commencing his career in financial services in 2015. Transitioning to the technology sector in 2016, he served as Chief Operating Officer...
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Katie Heim

Corporate Finance Analyst

Katie joined RBG Capital in 2023 as a part-time Financial Analyst on the Corporate Finance team. Originally from Treynor, Iowa, she earned her bachelor’s degree in Accounting and her Master of Professional Accountancy from the...
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Christopher Gee, CFA

Partner | Chief Investment Officer

Christopher Gee, a CFA Charterholder and CIO of RBG Capital, leads the firm’s development and communication of investment...

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