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.
Tailored Solutions for Your Unique Needs
“Not your Grandfather’s ESOP”
The following resources are a collective of RBG Capital White Papers, brochures
firstname.lastname@example.org | (602) 230 - 0444
VP of Wealth Management
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...
Partner | Director of Corporation Finance
Roy Schieffer, CFP
In Memoriam 8/22/1949-12/27/2021
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...
Steven Lichtblau, ChFC
Partner | Director of Wealth Management
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...