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Welcome to Robertson & Foley

Robertson & Foley is one of the top private investment banking firms in the United States. We provide sophisticated finance solutions to middle market companies located throughout the world. These services in advising on business transfers, capital raises, and management buyouts. We also supply certified business valuations.

Robertson & Foley is unique in its ability to provide a full range of services to middle market companies. Our clients tend to be privately held, with sales volumes of between $10 and $200 million. Our transactions are usually of a highly personal nature and require absolute confidentiality and the highest level of business ethics.

We develop long-term relationships with our clients and act as their Financial Engineers. Our principals first determine the finance solution that optimizes a client's competitive position. Then we provide a turn-key service to complete the transaction.

We are your conduit to the global capital markets. Robertson & Foley is the Carolinas member of IMAP, the International Network of M&A Partners. IMAP is the world's leading network of private investment bankers. With 60 member firms located around the world, IMAP members offer a unique global reach.

Please call for a confidential discussion regarding the way in which we might help you or your business.

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