Rob Schmidt, CFA

Robert Schmidt is a Managing Director at Bridgepoint Investment Banking, joining the firm in 2023.1 Based in New York City, he leads the firm's coverage of the Consumer and Retail sector.12

Professional Background

Rob brings over 10 years of experience in M&A, advisory, and capital raising to his role at Bridgepoint.1 Prior to joining the firm, he worked as a senior banker in Stifel's Consumer and Retail group, focusing on delivering impactful outcomes for clients across various verticals including Health and Wellness, Branded Consumer Products, Outdoor Enthusiast, and Retail.1 Before his time at Stifel, Rob worked in Jefferies' M&A group, leading transaction execution across multiple industry verticals.1

Expertise and Achievements

Throughout his career, Robert Schmidt has advised on more than 35 M&A, advisory, and capital raising transactions, representing over $25 billion in deal value.1 His expertise spans various areas within the Consumer and Retail sector, including:

• Food & Beverage Manufacturing
• Branded & Private-Label Food Products
• Sports & Outdoors
• Pet Products & Services
• Restaurants & Franchises
• Retail & E-Commerce2

Education and Qualifications

Robert holds an MBA from the Chicago Booth School of Business and a BA from the University of Pennsylvania.1 He is a CFA Charterholder and carries Series 79 and 63 licenses.1

Current Role and Responsibilities

As Managing Director at Bridgepoint Investment Banking, Rob leads the firm's Consumer and Retail sector coverage.12 He can be contacted at rschmidt@bridgepointib.com or by phone at 212.202.2888 (office) or 908.240.2217 (cell).2

Robert Schmidt is actively involved in industry events, such as the upcoming CapitalStack conference scheduled for October 9, 2024, in Omaha, Nebraska.3