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Robert Valdez
Managing Director at Inverness Advisors
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Work Experience
Managing Director
2013 - Present · 12 years
xpert financial
Head Of Capital Markets, Chief Financial Officer
2011 - 2013 · 2 years
seven hills partners llc
Partner
2003 - 2010 · 7 years
Company Details
11-50 Employees
Inverness Advisors is a strategic advisor to middle-market and growth stage companies in the technology, media, healthcare and services sectors. Inverness represents clients in M&A, financing and other strategic transactions. Our partners have extensive experience, having run investment banking groups at firms including Hambrecht & Quist, Montgomery & Co., Cowen and Lehman Brothers. The Inverness team has a strong track-record of success in closing transactions with the leading strategic and private equity buyers in the industry. To learn more about our services, please visit http://www.inverness-advisors.com/
Year Founded
2009
Social Media
Linkedin
Industry
Investment Banking
HQ Location
601 Montgomery St. Suite 1210 San Francisco, CA 94111, US
Keywords
Mergers & AcquisitionsPrivate CapitalVenture CapitalPrivate EquityInvestment BankingStrategic AdvisorySell-side M&AExits
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