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About Robertson & Foley Inc

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The folks serving middle-market companies over at Robertson & Foley call themselves “financial engineers” who work with clients through the different steps of their transactions up to completion.  The firm’s clients are typically privately held and have annual sales of between $10 and $200 million.

Robertson & Foley is a Carolinas member of the Alliance of Merger & Acquisition Advisors which has some 100 members around the world, giving R&F a unique global reach.

Menu of services

The firm divides its work into four departments: business transfers, business valuations, capital raises and management buyouts.  Within its business transfers department, R&F offers seven “transfer channels,” or methods of transferring their business, that owners can select.  Those channels are employees, charitable trusts, family, co-owners, outside-retire (where an owner can pass his business on to an outsider and then retire), outside-continue and going public.

The company’s business valuation unit can be used by owners who wish to determine their business’ market, economic, fair market, fair or collateral value for secured lending, legal and tax purposes.  Meanwhile, Robertson’s capital raises department helps creates capital for companies for a range of scenarios and situations, secured lending, mezzanine capital, private equity and other private capital types.

The firm’s management buyout department manages both leveraged and equity sponsored buyouts for its clients.  For leveraged buyout deals, R&F uses the equity and debt from the management of a firm to pay for the buyout.  In an equity sponsored buy out transaction, that ultimately gives less ownership to managers, more conservative forms of obtaining capital are typically used.

Robertson & Foley Inc

6201 Fairview Road
Suite 200
Charlotte, NC 28210
Phone: (704) 523-7888

Firm Stats

Employer Type: Private
President: Robert T. Slee