Robert Taylor Email and Phone Number
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Rob is the Managing Partner of Taylor Capital, LLC, a real estate investment fund headquartered in Charlotte, NC; the President of Taylor & Morgan Asset Management, a firm specializing in private equity and alternative investments; and a partner at Taylor & Morgan CPAs, where he leads the firm’s mergers and acquisitions group. With nearly two decades of experience as a CPA, attorney, and investment advisor, Rob has established himself as a leader in real estate investment, private equity, and financial services.Rob’s unique combination of legal, financial, and valuation expertise allows him to navigate complex business challenges and guide his firms in executing thoughtful, value-driven strategies. His leadership at Taylor Capital emphasizes comprehensive financial analysis and prudent investment decisions in the real estate sector. At Taylor & Morgan Asset Management, Rob directs the firm's investment strategies, with a heavy focus on private equity and alternative investments, while at Taylor & Morgan CPAs, he focuses on facilitating successful mergers and acquisitions through careful transaction management and strategic planning.He earned his Juris Doctor degree from Michigan State University College of Law and holds a Bachelor of Arts in Accounting and Economics from Alma College, where he played college basketball and earned All-Conference honors.
Taylor Capital, Llc
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Managing PartnerTaylor Capital, Llc Jun 2019 - PresentTaylor Capital, LLC is the general partner for Dormie Equity Partners, LP. Founded in 2019, and organized as a private fund in 2022, Dormie Equity Partners is a private commercial real estate investment fund that specializes in Class A office, medical and industrial real estate within the southeastern United States. -
PresidentTaylor & Morgan Asset Management, Llc Jul 2010 - PresentTaylor & Morgan Asset Management is a leading investment firm specializing in private equity and tailored financial solutions. With expertise in alternative investments and tax planning, the firm serves high-net-worth individuals, businesses, and institutions. Committed to transparency and integrity, Taylor & Morgan fosters long-term partnerships that drive growth and financial success, offering innovative strategies in a complex investment landscape -
PartnerTaylor & Morgan, P.C. Mar 2010 - PresentFlint, Mi, UsTaylor & Morgan CPAs is a leading accounting and advisory firm offering a comprehensive suite of financial services to individuals, businesses, and organizations. With a deep commitment to providing tailored solutions, the firm specializes in accounting, tax planning, audit services, and mergers & acquisitions advisory. Taylor & Morgan CPAs is known for its expertise in helping clients navigate complex financial landscapes and achieve long-term success.The firm is led by a team of experienced CPAs and financial professionals who bring decades of experience in various sectors, including real estate, private equity, and corporate finance. Under the guidance of Rob Taylor, a partner at the firm and leader of the mergers and acquisitions group, Taylor & Morgan CPAs has earned a reputation for excellence in managing high-stakes transactions, delivering strategic insights, and optimizing financial outcomes for their clients.The firm's M&A advisory services are designed to guide clients through the intricacies of buying, selling, and restructuring businesses, ensuring smooth transitions and successful outcomes. Whether it's tax strategy, financial reporting, or navigating the complexities of corporate transactions, Taylor & Morgan CPAs is dedicated to delivering value through a collaborative and client-focused approach. -
Turnaround Consulting And Litigation SupportO'Keefe And Associates Oct 2008 - Mar 2010Performed business valuations, corporate financing, and corporate turnaround services to middle market companies.
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Senior AssociateKpmg Jan 2007 - Oct 2008New York, Ny, UsSpecialized in the taxation of Mergers and Acquisitions.
Robert Taylor Skills
Robert Taylor Education Details
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Michigan State University College Of LawAccounting And Law -
Alma CollegeEconomics And Accounting
Frequently Asked Questions about Robert Taylor
What company does Robert Taylor work for?
Robert Taylor works for Taylor Capital, Llc
What is Robert Taylor's role at the current company?
Robert Taylor's current role is Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs.
What is Robert Taylor's email address?
Robert Taylor's email address is ro****@****hoo.com
What is Robert Taylor's direct phone number?
Robert Taylor's direct phone number is +181025*****
What schools did Robert Taylor attend?
Robert Taylor attended Michigan State University College Of Law, Alma College.
What are some of Robert Taylor's interests?
Robert Taylor has interest in Golf And Basketball.
What skills is Robert Taylor known for?
Robert Taylor has skills like Asset Management, Business Valuation, Corporate Finance, Federal Taxation, Mergers, Litigation Support, Tax, Investments, Financial Modeling, Mergers And Acquisitions, Small Business, Restructuring.
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