Robert’s practice focus is on complex lower middle market M&A and business transactions, often ranging from $10-200mm. He’s active in the entrepreneurial private equity space: advising high net worth families, independent sponsors and emerging private equity funds and helping them close investments or acquisitions. His M&A practice also includes advising sell-side clients on their first complex transactions, such as with institutional capital such as private equity or publicly-traded companies, as well as with family offices or independent sponsors or advising them regarding transactions or with cross-border buyers or investors.
Robert’s securities experience includes advising sponsors regarding the capital and governance structure and the conduct of and regulatory compliance for private offerings and crowdfunded offerings for operating businesses and a broad variety of real estate asset classes, such as the acquisition or development of multi-family, light industrial, hospitality, medical office building, mixed-use, retail, and electrical power generation.
Prior to joining Platt Richmond, Robert practiced in Dallas and Houston as part of the corporate sections of two large Texas firms.
Robert served as Platt Richmond’s Managing Partner from 2022 to 2025.