2001 North Main Street, Suite 360
Walnut Creek, CA 94596


Bob is a Director in BPM’s Valuations Services Group and has more than ten years of business valuation experience. His engagement experience includes the execution and management of various financial analyses and valuations of public and private business entities, equity securities, intangible assets, partnership interests, restricted stock and derivative instruments. He has performed valuation engagements for a variety of purposes, including mergers and acquisitions, initial and secondary public offerings, financial reporting, bankruptcy/reorganization, strategic planning, litigation support, tax planning and privatizations. He has performed valuations and/or executed transactions in a variety of industries with an emphasis on the technology sector.

Instruction and Seminars

Instructor in investment banking and financial modeling at the Investment Banking Institute

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  • MBA in Finance – The Wharton School, University of Pennsylvania
  • BA in Economics – Harvard University