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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 &#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

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, 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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Michael Walling

Partner | Managing 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, 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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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

Director of Corporate Finance & Business Development

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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Victoria Arguello Solorzano

Associate

Victoria joined RBG Capital in the summer of 2023 as an analyst intern. Originally from San Jose, Costa Rica, Victoria graduated with a bachelor’s degree in finance at the W.P. Carey School of Business in May of 2024...

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