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Robert Greer is an established professional with a wealth of experience in investment banking and a strong legal background. Greer boasts a solid network with over 1300 LinkedIn connections and an impressive career that has included roles as an executive, board member, and advisor to companies across various sectors such as energy, power, oilfield services, commodity trading, and technology. Trained as a commercial banker with Chemical Bank's International Division, later acquired by JPMorgan Chase, and starting early on as a Wall Street investment banker with Lehman Brothers' Energy & Natural Resources Group, Greer is equipped with an in-depth understanding of both the financial and legal aspects of corporate transactions.
During the course of their career, Greer's expertise has been instrumental in completing over $3 billion in corporate finance deals and more than $2.5 billion in M&A transactions. Having served as a business transactions attorney with the esteemed Houston law firm Vinson & Elkins, Greer expertly handles complex commercial deals, including corporate finance, M&A, joint ventures, and strategic alliances. Their role with Hamilton Clark Sustainable Capital, Inc. in Houston demonstrates a firm commitment to sustainable investment banking practices. Furthermore, through advisory roles, such as with Rushmar Advisors LP, Greer guides clients across diverse sectors, displaying versatility and a commanding grip on strategic, legal, and financial advisory services.
Greer's international experience is also notable, having worked extensively overseas, including serving as the Senior Advisor for AIG Consumer Finance Group during its expansion in Vietnam, which underscores Greer's global perspective and hands-on managerial approach. As illustrated by the Senior Vice President and General Counsel role at ENERGY MAINTENANCE SERVICES GROUP I, LLC, Greer's ability to steer complex legal and financial strategies towards success is a testament to their solid leadership and execution abilities. This polymath professional, equipped with a profound knowledge from prestigious academic institutions like Georgetown University Law Center and Amherst College, is a dynamic force, adding significant value in every enterprise they touch.
More about this expert
- Full name
- Robert Greer
- Location
- Houston, Texas, United States
- Title
- INVESTMENT BANKING
- Industry
- Investment Banking
- LinkedIn profile
- https://www.linkedin.com/in/robertrgreer/
- LinkedIn Connections
- 1303
- Summary
- I joined LinkedIn to assist the community with advice, guidance, and contacts in the areas of corporate finance; M&A; corporate development; private equity investing; financial restructuring; and transformational management. My areas of expertise include structuring and negotiating complex commercial transactions; organizational, financial and legal strategy; joint ventures and strategic alliances; leading and supporting strategic business development initiatives, particularly in emerging markets; corporate finance and corporate development; and pre-transaction readiness planning and implementation. During the course of my career, I have led and/or supported early stage, middle market and larger blue chip enterprises in both the U.S. and overseas. I have served as an executive, board member and advisor to companies in diverse business sectors including energy & power, oilfield services, commodity trading, midstream, industrial construction, financial services; real estate; and technology. In addition to the positions listed below, I have earlier career experience working as a Wall Street investment banker with the Energy & Natural Resources Group at Lehman Brothers; as a business transactions attorney with the Houston law firm of Vinson & Elkins; and as a commercial banker with the International Division of Chemical Bank in New York (a predecessor of JPMorgan Chase). In my various roles as an investment banker, principal investor, legal counsel, chief financial officer; and business executive, I have been involved in the successful completion of more than $3 billion in corporate finance transactions and more than $2-1/2 billion in public and private M&A transactions. I would welcome the opportunity to discuss and share my experiences and knowledge regarding my areas of expertise, including those listed in the skills and expertise section below. Please feel free to reach out to me directly via LinkedIn mail or send me an email at [email protected]
- Skills
- Private Equity Mergers & Acquisitions
Education
- Georgetown University Law Center
- Amherst College
Positions
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Hamilton Clark Sustainable Capital, Inc.
Houston, Texas, United States
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INVESTMENT BANKING
Jan 2021 - Present
Disclaimer: Recommendations, Interests, Activities, Followings, Articles, Posts, Documents, or Endorsements (collectively “Testimonials”) from third parties are not endorsements by HamiltonClark or any of HamiltonClark’s Managing Directors, employees or Independent Contractors. Such Testimonials may not be representative of the experience of all clients. Testimonials are not a guarantee of future performance or success.
- Rushmar Advisors LP
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LEGAL, FINANCIAL & STRATEGIC ADVISORY SERVICES
Feb 2004 - Feb 2023
I provide advisory services that leverage my distinctive mix of professional capabilities to address a wide range of critical strategic and tactical business issues and initiatives to clients in a range of business sectors. Representative engagements include the following:
• Strategic, legal and financial advisor to a developer of energy projects in the US and Mexico, including serving as general counsel for its proposed $350 million LNG marine terminal in Oaxaca, Mexico;
• Legal advisor to a Houston-based software and digital media oriented venture capital firm in connection with successfully raising a $60 million investment fund and supporting the fund’s investing activities;
• Strategic, legal and financial advisor an early stage developer and manufacturer of products for the infant feeding and baby products sector, including serving as the company’s part-time general counsel and head of its corporate development team;
• Advising an early stage provider of cloud-based computing, data and IT services, including formulating and implementing a financial restructuring and pre-transaction readiness plan;
• Representing an investor in income producing commercial real estate in its purchase of a commercial office building and subsequent sale for a gain in excess of 70%;
• Providing strategic and financial project development advisory services for a planned $600 million fertilizer plant in Trinidad as well as domestic biofuel project development activities;
• Supporting the implementation of a crisis/turnaround management strategy for a Dominican-based manufacturing company by a U.S.-based provider of accounts receivable financing;
• Advising a developer and marketer of analytic and diagnostic software solutions for high voltage electrical substation equipment in connection with its strategic re-positioning and potential sale.
• Serving as legal counsel and strategic/financial advisor to a start-up provider of truck transportation services to the energy sector.
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Entoro Capital, LLC
Houston, Texas
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INVESTMENT BANKING
Apr 2018 - Dec 2020
I serve in a senior investment banking role and transaction team leader for the firm. In addition, assist with legal support for the firm's activities, including structuring, negotiating, drafting, and reviewing contracts; reviewing and structuring issuer client's securities offerings; and structuring and formation of joint ventures, alliances and teaming agreements.
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ENERGY MAINTENANCE SERVICES GROUP I, LLC
Houston, Texas
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Senior Vice President -- Legal; General Counsel
2010 - 2012
I was hired due to my transactional business/finance expertise, commercial/business judgment, and experience in entrepreneurial business environments.
EMS’s strategic plan involved rapid business expansion through acquisition and melding multiple lines of business into integrated product/service offerings to the upstream energy, natural gas pipeline, and power generation sectors.
I “parachuted” into a challenging role as the company’s general counsel with a mandate to oversee, advise and act upon legal/contractual aspects of commercial and finance matters; structure/negotiate joint ventures, strategic alliances and acquisitions; supervise contract administration/insurance functions; support HR; steward corporate governance matters; and manage outside counsel and a busy litigation docket.
Multiple acquisitions – mostly debt financed – had resulted in a multi-tiered and complex capital structure. By the time I joined the company, its senior creditor had begun an effort to buy out the junior creditors in order to bolster its position in the capital structure, simplify potential cross-creditor issues, and more directly influence future direction of the Company.
Management, the senior lenders and I worked in tandem to restructure and recapitalize the balance sheet and resolve operational deficiencies. Numerous legal and other matters arising from these activities offered both opportunities and demands, including analysis and resolution of complex legal, tax, and financial issues. By leveraging my own professional skills, experience in commercial negotiation, and by carefully managing and maximizing support provided by outside counsel, I was able to provide significant value.
Ultimately, the key elements of the strategic repositioning plan were realized. The balance sheet was recapitalized with debt eliminated or converted to equity, leading to a solid financial footing and positioning the company for continued growth and profitability.
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AIG Consumer Finance Group
Ho Chi Minh City and Hanoi, Vietnam; New York NY
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Senior Advisor
2007 - 2008
In 2004 I was in Hong Kong working with Arctas Capital on an M&A assignment involving the sale of a Hong Kong-based independent power producer with plants in China, Taiwan & Korea. I was profoundly impressed with the economic vitality of Southeast Asia and decided to relocate to Vietnam, starting my own import/export business while prospecting for additional attractive business opportunities.
Shortly thereafter, I was contacted by AIG’s worldwide consumer finance division and asked to assist AIG in obtaining a license to operate a start-up finance business in Vietnam. I quickly accepted and was retained – initially – to spend 20% of my professional time as a consultant, working with and directing local counsel in preparing and submitting the license application, and meeting with representatives of the State Bank of Vietnam to further the process. This included drafting a business plan, familiarizing myself with the legal requirements for non-bank finance companies in Vietnam, working with local counsel to complete the application, meeting governmental representatives, etc. I found there was a great deal of work to do, and AIG’s consumer finance group had no other manpower resources in Vietnam to execute on the project. As a result, I wound up spending the vast majority of my time working on it.
About 2 months into the project, I was offered the position of General Director (CEO) of the new consumer finance business, which I eagerly accepted. Vietnam was forecasted to become a tremendously attractive market that was growing rapidly. My responsibilities expanded, including a full array of startup activities, e.g., developing financial projections, recruiting local staff, securing office space, performing consumer market research, and coordinating with central HQ/divisions to design, launch and run the operation.