Robertson & Foley

Robertson Foley is a highly reputable private investment banking firm based in Charlotte, NC, offering sophisticated finance solutions to middle market companies worldwide. With a focus on business transfers, capital raises, and management buyouts, they also provide certified business valuations, ensuring absolute confidentiality and the highest level of business ethics.

As a Carolinas member of AM AA, the world's leading network of private investment bankers, Robertson Foley stands out for its ability to provide a full range of services to privately held companies with sales volumes ranging from $10 to $200 million. With a commitment to developing long-term relationships and acting as Financial Engineers, they optimize clients' competitive positions and serve as a conduit to the global capital markets.

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