Two Oaks Capital is actively managed by its Founder and President, with regular input from an esteemed advisory board representing decades of real estate, business, investment and operational expertise and success. Composition of the Advisory Board varies as applicable to new acquisitions and ongoing portfolio management.
Bob is the founder and President of Two Oaks, which he established in 2013 after having spent time as a senior member of financial advisory practices at Mesirow Financial, PwC and Arthur Andersen.
With Two Oaks, Bob has managed and participated in all aspects of the firm’s investment strategy, acquisitions and on-going management. Recent investments have included primarily commercial service providers (various industries), commercial real estate (office, retail and restaurant) and residential real estate (single family development).
Prior to founding Two Oaks, Bob’s experience at the firms noted above involved primarily interim management, financial restructurings, corporate turnarounds, debtor bankruptcies and creditor representations. In providing related services, Bob served as advisor to a diverse group of both public and private clients, including Fortune 500 companies, multi-national organizations, debtors, lenders, creditors and investors, among others. Industry experience included airlines/aviation, automotive, manufacturing and distribution, printing and publishing, healthcare, financial services and energy, among others. Bob’s projects have won multiple awards, including Global M&A Network Deal of the Year ($100 million plus), Global M&A Restructuring of the Year (Large Markets) and M&A Advisor Outstanding M&A Deal of the Year.
Bob holds a BBA in finance and accounting, with highest distinction, from the University of Michigan, where he also served as President of Alpha Kappa Psi Professional Business Fraternity. He currently resides just outside of Denver, Colorado with his wife and two sons. Outside of work, Bob can usually be found on the golf course, coaching youth sports or travelling.
