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Rob Newman

M&A Analyst
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Growing up in a lineage of small business owners, Rob is inspired by the will and determination of the individuals he advises. As an analyst within the firm’s M&A Group, Rob studies distinctive business models, pinpoints his clients’ value propositions, and packages opportunities for the broader market. Rob is motivated by the culminitation of his efforts – witnessing a founder’s life’s work come to fruition. His aim, with every client, is to demonstrate excellence in quality, thoughtfullness, and timliness, while exceeding expectations at every level.


Miami University, B.S. Finance

Rob Newman


Mergers & Acquisitions


I enjoy exercising, golfing, skiing, and coaching my local high school’s swim team.

Get to know the advisor.

What publications do you regularly read? WSJ, Cincinnati Business Courier, Morning Brew

What are some causes you care about? Alzheimer Associate, ASPCA, National Endowment for Financial Education

This song describes your work ethic: "Can't Stop" - Red Hot Chili Peppers

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