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We are a trusted partner for mergers and acquisitions, recapitalizations, growth capital, and strategic advisory services for clients throughout the U.S.
Our clients have partnered with domestic and international strategic acquirers, financial investors, private equity platform companies, and family offices. PCTA has extensive experience in a variety of business models, industries, and end markets which gives us a unique perspective to draw upon when considering every new transaction. The common theme among all our clients is that they are exceptional performers in their niche markets.
Our clients receive the same experience and process as one would expect from a bulge bracket Wall Street investment bank, but with the personal attention of a boutique advisory firm.
Why Clients Choose Private Capital
It’s our belief that to be successful in achieving the desired outcome for our clients, we must act as if we are shareholders in their businesses. This means going beyond understanding the business, ownership structure, and transaction objectives to craft the most compelling story to potential buyers. It means getting to know our clients personally, meeting their families and advisory team, understanding what drives them, and often times going outside the scope of our “expected” role to ensure a successful outcome is achieved.
At the end of the day, we are in the people business and we measure success by the happiness of our clients. We understand the sale of a company can be an emotional experience and we want our clients to know that we have their backs every step of the way.
Meet our
Rob started his career as an investment banker with Merrill Lynch in New York where he worked with the Global Industries Group which covered manufacturing, industrials, metals, transportation, construction, and other sectors. In 2003 Rob joined Deutsche Bank’s business based in Moscow, Russia where he worked with domestic and global clients in metals & mining, oil & gas production and services and chemicals. From 2010 through 2012, Rob worked with KPMG as a Partner in their transaction services group. During his time in Russia, Rob frequently travelled to meet clients around the world including London, Delhi, Milan, Seoul, and Beijing.
Since returning fulltime to the United States in 2012, Rob has focused on middle-market investment banking providing capital raising and M&A advisory services to privately-held businesses. Rob has acted as an advisor to clients in many sectors including but not limited to renewable energy, sustainable agriculture, hospital supply chain, fuel management, SaaS, construction, transportation, metals, timber lands, security and defense technologies, specialty chemicals and consumer products.
While originally from the Capital Region of upstate New York, Rob has resided full-time in Southwest Florida for the last decade.
Rob holds a Bachelor’s degree from Dartmouth College and a Masters of Business Administration from the University of Virginia. Rob is FINRA-registered and holds the Series 7, 63, and 79 licenses.
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A.J. actively leads engagements achieving the professional and personal goals of PCTA clients. He has a passion for developing a deep understanding of what clients wish to achieve and then working tirelessly to make it happen.
A.J. has advised owners across many industries at different stages in the company lifecycle. This breadth of experience offers unique perspectives and relationships that prove beneficial in assisting clients through sale transactions and in raising growth capital.
A.J. earned a Bachelor of Science from the University of Central Florida and holds a Certificate in Family Business Advising (CFBA) from the Family Firm Institute. A.J. is FINRA licensed Series 7, 63, 79.
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With over 25 years of experience as an executive C-Suite leader and board member for national, international, and multi-national companies, Chris has mentored countless individuals across various industries and positions. For the past decade, he has focused on guiding companies through capital raises, refinances, and restructures, as well as profitability and systems improvement. Chris has directed and participated in mergers and acquisitions, acquisition integration, key performance indicator (KPI) creation and modification, and collective bargaining and decertification.
From a financial perspective, Chris has prepared companies for major capital raises, including financial document preparation, balance sheet cleanup, business plan creation, financial forecasting & modeling, cash forecasting & management, and organized financial departments and personnel. He has also organized and guided companies regarding team alignment, strategic goal settings, and safety and maintenance protocols.
Chris received a Regents Diploma from La Salle Military Academy. Chris is a Certified Six Sigma Black Belt, EOS Implementor, and Scale Up Coach.
How do I sell my business? What is my business worth? Who is the right buyer for my business? When is the right time to sell a business? How do I maximize value in my business? We’ve answered these questions and more for countless business owners. We are M&A Advisors to middle-market private companies. If you have questions about selling your business, we’d like to help.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Private Capital Transaction Advisors LLC is not a registered broker-dealer, and Finalis Securities LLC and Private Capital Transaction Advisors LLC are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck
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