David Robertson

David Robertson Email and Phone Number

CEO and Founder @ Wine & Beer Supply, LLC
Richmond, VA, US
David Robertson's Location
Richmond, Virginia, United States, United States
David Robertson's Contact Details

David Robertson work email

David Robertson personal email

n/a
About David Robertson

Current: CEO of Wine and Beer Supply, LLC, provider of a full suite of product and service solutions to the craft beverage industry. Our focus is on helping our clients eliminate headaches, build value, lower costs, and grow more efficiently.

David Robertson's Current Company Details
Wine & Beer Supply, LLC

Wine & Beer Supply, Llc

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CEO and Founder
Richmond, VA, US
Employees:
20
David Robertson Work Experience Details
  • Wine & Beer Supply, Llc
    Ceo And Founder
    Wine & Beer Supply, Llc
    Richmond, Va, Us
  • Wine & Beer Supply, Llc
    Ceo / Founder
    Wine & Beer Supply, Llc Jan 2016 - Present
    Ashland, Virginia, Us
    Wine and Beer Supply provides creative solutions to the challenges faced by the winery, brewery, cidery and spirits industries. We pride ourselves in building value for our clients and customers, helping them to save time and money. Our products and services include bonded warehousing, mobile bottling and canning, mobile filtration, bottles, fruit, juice, concentrates, tanks, winery equipment, bulk wine, private label wine, tasting glasses, carriers, shippers, corks, vineyard supplies and other products used by beverage producers in the Eastern U.S. We work hard to reduce operating costs for craft beverage producers in order to improve the profitability and growth of their businesses and the industry as a whole.
  • Niche Logistics, Llc
    Principal
    Niche Logistics, Llc Oct 2014 - Present
    Ashland, Virginia, Us
    Niche provides comprehensive fulfillment, last mile delivery and courier services with a particular focus on companies with unique products and logistics challenges. Our strategic location enables us to reach 58% of the US population within two days via ground shipping through UPS and FedEx and we provide last mile delivery services throughout the Mid-Atlantic with our own fleet of vehicles. We offer impeccable levels of service and outstanding quality control through a technology driven platform that also enables our customers to have full visibility along the entire fulfillment cycle.
  • Integris Capital Partners
    Managing Partner
    Integris Capital Partners Aug 2012 - Dec 2018
    Richmond, Us
    Integris advises, invests in and supports start-up to mid-sized businesses in the region by providing the tools, resources, contacts, advice and capital needed to create new successful enterprises and/or build on existing businesses.
  • Crossglobe Express, Llc
    President / Owner
    Crossglobe Express, Llc Aug 2009 - Jan 2014
    CrossGlobe Group was a platform portfolio company of Pine Creek Partners specializing in transporting and storing commodity and other products entering or leaving the U.S. by rail, truck and ship. Dave first served as a board member of CrossGlobe Group (representing Pine Creek) in 2008 and joined CrossGlobe Group in an operating role in 2009 as the CFO and SVP of Corporate Development. Between 2009 and 2012 the company doubled in size and Dave structured a successful exit for Pine Creek in 2012 at which time the company's Port of Virginia operations were sold to Logistec, Inc. At that time three of CrossGlobe Group's subsidiaries with operations in New Jersey, Georgia, Texas, Florida and Richmond, VA were acquired by Integris Holdings, LLC. Integris Holdings, LLC was subsequently sold to a senior executive of the company through a management buyout in early 2014.
  • Pine Creek Partners
    Principal
    Pine Creek Partners May 2008 - Aug 2012
    Pine Creek Partners is a private equity firm based in Washington DC that offers capital and guidance to growing companies. Pine Creek focuses on companies with at least $10 million in revenue and typical enterprise values of $10 to $70 million, operating in a variety of industries, but with a portfolio focus in the logistics space.
  • Fbr
    Managing Director
    Fbr Aug 2001 - Apr 2008
    Arlington, Va, Us
    Leading equity underwriter for middle market companies with enterprise values less than $1 billion. Responsible for leading the consumer investment banking effort.
  • Friedman Billings Ramsey Group
    Senior Vice President, Principal Investments
    Friedman Billings Ramsey Group Dec 2003 - Sep 2006
    Senior investment manager for $400 million merchant banking fund.
  • Pricewaterhousecoopers Securities, Llc
    Associate
    Pricewaterhousecoopers Securities, Llc May 1995 - Jul 2001
    Broker-dealer subsidiary of PwC focused on sell-side M&A and private placements for middle market companies. Worked in Consumer and Industrial Products group.

David Robertson Skills

Mergers And Acquisitions Private Equity Corporate Development Investment Banking Due Diligence Financial Modeling Investments Corporate Finance Capital Management Entrepreneurship Private Placements Valuation Portfolio Management Mergers Angel Investing Capital Markets Strategy Venture Capital Equities Financial Structuring Leveraged Finance Acquisitions Finance Financial Analysis Executive Management Logistics Fulfillment Services Negotiation Principal Investing Capital Raising M&a Experience Divestitures Ipo Restructuring Lbo Business Valuation Acquisition Integration Alternative Investments Funding Investor Relations Joint Ventures Structured Finance Buyouts M&a Financial Services

David Robertson Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Accounting
  • University Of California, Davis
    University Of California, Davis
    Filtration
  • Penn State University
    Penn State University
    German

Frequently Asked Questions about David Robertson

What company does David Robertson work for?

David Robertson works for Wine & Beer Supply, Llc

What is David Robertson's role at the current company?

David Robertson's current role is CEO and Founder.

What is David Robertson's email address?

David Robertson's email address is da****@****ers.com

What schools did David Robertson attend?

David Robertson attended The University Of Chicago Booth School Of Business, University Of California, Davis, Penn State University.

What are some of David Robertson's interests?

David Robertson has interest in Poverty Alleviation, Children, Disaster And Humanitarian Relief, Education.

What skills is David Robertson known for?

David Robertson has skills like Mergers And Acquisitions, Private Equity, Corporate Development, Investment Banking, Due Diligence, Financial Modeling, Investments, Corporate Finance, Capital, Management, Entrepreneurship, Private Placements.

Who are David Robertson's colleagues?

David Robertson's colleagues are Jimmy Woody, Tim Ruddle, Doug Bonovitch Jr, Kaji Ram Thapa, Tricia Goodwin, Troy Mcdermott, Charles "casey" Werderman.

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