Financial Advisory

global investment Bank

Robertson Investment Management offers independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as buyside, sellside and going-private, hostile defense, recapitalization and restructuring transactions.

Our professionals have collectively executed over $10 billion in financing transactions with an average of 35 years’ experience in corporate finance.

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Financial advisory

Robertson Wealth Management offers independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment, as well as buyside, sellside and going-private, hostile defense, recapitalization and restructuring transactions.

Our professionals have collectively executed over $5.0 billion in financing transactions with an average of 35 years’ experience in corporate finance.

Client (1)	Amount (in Millions of USD)	Industry	Type
Corsair	Undisclosed	Enterprise Software	Advisory-Venture Equity
Convergence Biomanufacturing	Undisclosed	Biopharmaceuticals	Advisory-Venture Equity
Delphi Diagnostics	Undisclosed	Medical Diagnostics	Advisory-Venture Equity
DNAtrix	Undisclosed	Biopharmaceuticals	Advisory-M&A
Drilling Services International	$5.70 Million	Upstream Oil and Gas	Term Loan and Revolver
Drilling Services International	$5.00 Million	Upstream Oil and Gas	Project Term Debt
Eagle Ford Oil & Gas	$7.00 Million	Upstream Oil and Gas	Project Equity
El Ahorro Supermarkets	$55.00 Million	Consumer Goods	Advisory-Valuation Opinion
El Rancho	$149.10 Million	Consumer Goods	Advisory-Valuation Opinion
Greffex	Undisclosed	Biopharmaceuticals	Advisory-Venture Equity
Iota Management	$5,798.50 Million	Financial Institutions	Advisory-Valuation Opinion
La Subasta	$9.30 Million	Consumer Goods	Advisory-Valuation Opinion
Lucas Energy	$7.50 Million	Upstream Oil and Gas	Senior Term Debt
MD Anderson Cancer Center	$29.50 Million	Healthcare	Real Estate Debt
Resilienci.ai	Undisclosed	Enterprise Software	Advisory-Venture Equity
River Rock Group	$5.00 Million	Financial Institutions	Senior Term Debt
Rockdale Oil & Gas	$73.50 Million	Upstream Oil and Gas	Senior Term Debt
Sfile	Undisclosed	Enterprise Software	Senior Term Debt
TIEC	$92.60 Million	Oil Field Services	Advisory-Valuation Opinion
VGas	Undisclosed	Oil Field Equipment	Senior Term Debt

disclaimer

Investment banking services are provided by principals of SVR Global Partners, who are registered representatives of SP Securities, LLC, a member firm of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).” and “Certain investment banking transactions may have been executed by the investment banking principals during their tenure at prior firms.

Robertson Investment Management, LLC. is a registered investment adviser with the Securities and Exchange Commission (“SEC”).

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Investments and/or investment strategies involve risk including the possible loss of principal.

There is no assurance that any investment strategy will achieve its objectives. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.

Robertson Investment Management, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

A copy of the firm’s Disclosure Brochure (“Form ADV Part 2A”) and Client Relationship Summary (“Form CRS”) discussing its business operations, services, and fees are available on the SEC’s website at www.adviserinfo.sec.gov.