NES 2009 - Speakers -Todd Roberts

 
 

Todd Roberts
Co-Founder and Chairman
Aegis Capital Group  

Mr. Roberts is a founder of North Point Advisors, a San Francisco-based M&A advisory firm and TMR Bayhead Securities, LLC, a registered broker-dealer focused on providing financial advisory services and raising growth capital for US-based small businesses. Mr. Roberts is also a Director of Harbor Bank & Trust (in organization). Mr. Roberts has more than 20 years of experience as a mergers and acquisitions, venture capital and corporate finance attorney and fund manager on Wall Street. He also holds the NASD Series 7, 24, 27 and 63 designations and is licensed to practice law in the State of New York. Mr. Roberts is also the Chairman of the Investment Advisory Committee of Aegis New York and the Chairman of the Investment Committee of Aegis Texas I and Aegis Texas II.

Prior to co-founding Aegis Capital Group LLC in 2003, Mr. Roberts was a corporate attorney specializing in mergers and acquisitions and venture capital investing, at the pre-eminent law firm of Cravath, Swaine & Moore (1987 - 1994), and Roberts, Sheridan & Kotel (1996 - 2001). In 2001, Roberts, Sheridan & Kotel merged with a 400 attorney Washington, DC based firm, Dickstein Shapiro LLP, where Mr. Roberts became head of its New York Corporate and Finance Practice and was appointed a member of the firm's Executive Committee.

During the past 20 years, Mr. Roberts has represented participants in a number of leveraged buyout, private equity, and venture capital funds focused on the communications, technology, financial services, automotive retailing, and chemicals sectors. Mr. Roberts also established and managed, on behalf of the partners and senior attorneys of Roberts Sheridan & Kotel, an investment fund that invested in several pre-IPO companies that were clients of Roberts, Sheridan & Kotel (or of its investment banking clients).

Mr. Roberts was ranked in the top 1% of his business school class at the University of Alberta, and he earned law degrees, with honors, from McGill University in Montreal (LL.B.) and Cambridge University in England (LL.M.).


About Aegis Capital Group 

Aegis Capital Group LLC ("Aegis") is a specialty investment firm managing private equity and venture capital funds focused on U.S. small businesses. The Principals have served as advisors to and investors in small businesses for decades, generating significantly above market returns, often by adding value in a management or advisory capacity that goes well beyond the ancillary support services typically provided by investors.

Aegis' senior management team has over five decades of combined experience investing in, managing and operating, and providing investment banking and corporate law services to small businesses.

Through sophisticated fund structures, Aegis seeks to provide superior risk-adjusted returns to its investors, often capitalizing on tax-advantaged opportunities for both its portfolio companies and directly for its investors.