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Case Studies & white papers

Objectives Driven. Outcome Focused.

Have You Bridged the Gap Between Personal and Corporate Finances?

RBG Capital focuses on advising middle market companies (defined as those with enterprise values between $5 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.

Take a look at our Library of Case Studies and White Papers

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Explore case studies and white papers

IB Case studies & White Papers

IB Case studies & White Papers

We create strategies that are tailored to your needs and goals.

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WM Case studies & White papers

WM Case studies & White papers

Years of experience have prepared us to guide you through your life transitions.

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Financial Learning center

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.
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Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.
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info@rbgcap.com |  (602) 230 - 0444