Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Roberto Gonzalez

Mergers & Acquisitions ; Financial Consultant
Charleston

Summary

Strategic and results-driven finance executive with over a decade of success in investment management, M&A advisory, and financial consulting across the energy, healthcare, and food sectors. Proven ability to lead multimillion-dollar portfolios, structure complex deals, and advise high-growth companies through critical expansion and restructuring phases. Expert in financial modeling, risk management, and capital structuring, with a deep commitment to data-driven decision-making and regulatory compliance. Known for building strong investor relationships, navigating complex transactions, and consistently delivering stakeholder value.

Overview

13
13
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Founder & Chief Investment Officer

Gonzalez Capital Management
03.2018 - Current
  • Designed and executed investment strategies focused on the energy sector, targeting long-term value creation and alpha generation.
  • Managed multi-million-dollar portfolios comprising commodities, equities, and derivatives with disciplined allocation and rebalancing frameworks.
  • Applied advanced risk management techniques to mitigate market volatility, commodity price shocks, and geopolitical risks.
  • Conducted comprehensive financial and operational due diligence on energy-focused investment opportunities.
  • Built detailed financial models to forecast asset performance, scenario test assumptions, and guide capital deployment.
  • Structured complex investment deals, including term sheet negotiations, pricing strategies, and payment structures.
  • Provided end-to-end M&A advisory-target identification, valuation, deal structuring, risk assessment, and postmerger integration planning.
  • Maintained full compliance with evolving financial regulations, optimizing tax outcomes through strategic legal structuring.
  • Utilized tools such as Excel, SQL, QuickBooks, SAP, and Oracle Financials for deep data analysis, modeling, and performance reporting.
  • Conducted market research and interpreted macro/microeconomic data to inform investment theses and strategic direction.
  • Built and maintained trusted relationships with investors through transparent communication, tailored reporting, and quarterly reviews.
  • Achieved consistent outperformance of relevant benchmarks and peer funds across multiple market cycles.

Financial Consultant

Arlington Neurosurgical Association
10.2016 - 06.2022
  • Supported the client with financial analysis, budget management, and operational cost control, driving improved financial health and cost efficiency.
  • Analyzed financial statements, balance sheets, and income statements to identify stress points and recommend corrective strategies.
  • Reviewed capital projects for financial viability and ensured alignment with internal compliance policies.
  • Created detailed financial models to forecast performance and assess investment scenarios.
  • Structured deals and negotiated terms to support business growth and operational optimization in the real estate sector to expand clinics.
  • Managed multi-million-dollar healthcare-focused investment portfolios, including equities and derivatives.
  • Advised on asset allocation to enhance portfolio performance and minimize risk exposure.
  • Provided strategic guidance throughout M&A transactions, including due diligence, risk assessment, and integration planning.
  • Identified and mitigated financial and operational risks associated with capital investments and acquisitions.
  • Drafted executive-level reports outlining profit opportunities, risk factors, and strategic recommendations.
  • Advised clients on investment opportunities and capital expenditures to align with long-term objectives.
  • Helped build and manage client portfolios for Oppenheimer's Watt Wealth Management Group.
  • Sourced and onboarded new clients to grow assets under management (AUM) for Oppenheimer's Watt Wealth Management Group.
  • Maintained secure and confidential environments for sensitive meetings with legal and financial advisors.
  • Monitored changes in financial regulations and tax laws to ensure compliance and maximize tax efficiency.
  • Gathered and interpreted market intelligence to inform strategic decisions and operational improvements.
  • Used financial software including QuickBooks, SAP, and Oracle Financials for compliance reporting and data analysis.
  • Led financial projects from planning through execution, ensuring alignment with strategic and fiscal goals.
  • Forensic analysis for Curnutt & Hafer Law Firm for 3.5 years.
  • Worked with large institutions to broker loan agreements in mergers for Curnutt & Hafer Law Firm.

Partner

Regalis Foods
03.2012 - 12.2023
  • Negotiated supply and distribution deals with U.S. and European family-owned producers.
  • Acted as liaison with financial institutions to secure growth capital.
  • Led financial restructuring efforts and advised on M&A-related debt management.
  • Conducted industry-specific analysis to navigate market headwinds and support expansion.

Investor

TT's and Alimentari Beach
05.2022 - Current
  • Silent partner supporting brand expansion and strategic initiatives.
  • Advised on capital allocation and financial growth planning.

Education

Bachelor of Science - Economics

College of Charleston
Charleston, SC

Skills

  • Investment Planning
  • M&A Advisory
  • Capital Structuring
  • Financial Forecasting
  • Portfolio Optimization
  • Risk Mitigation
  • DCF Model
  • LBO Model
  • Merger Model

Certification

FINRA Series 7 License

Timeline

Investor

TT's and Alimentari Beach
05.2022 - Current

Founder & Chief Investment Officer

Gonzalez Capital Management
03.2018 - Current

Financial Consultant

Arlington Neurosurgical Association
10.2016 - 06.2022

Partner

Regalis Foods
03.2012 - 12.2023

Bachelor of Science - Economics

College of Charleston

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Roberto GonzalezMergers & Acquisitions ; Financial Consultant