Robert Taylor

Robert Taylor Email and Phone Number

Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs @ Taylor Capital, LLC
Robert Taylor's Location
Charlotte, North Carolina, United States, United States
About Robert Taylor

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.

Robert Taylor's Current Company Details
Taylor Capital, LLC

Taylor Capital, Llc

View
Managing Partner at Taylor Capital | President of Taylor & Morgan Asset Management | Partner at Taylor & Morgan CPAs
Robert Taylor Work Experience Details
  • Taylor Capital, Llc
    Managing Partner
    Taylor Capital, Llc Jun 2019 - Present
    Taylor 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.
  • Taylor & Morgan Asset Management, Llc
    President
    Taylor & Morgan Asset Management, Llc Jul 2010 - Present
    Taylor & 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
  • Taylor & Morgan, P.C.
    Partner
    Taylor & Morgan, P.C. Mar 2010 - Present
    Flint, Mi, Us
    Taylor & 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.
  • O'Keefe And Associates
    Turnaround Consulting And Litigation Support
    O'Keefe And Associates Oct 2008 - Mar 2010
    Performed business valuations, corporate financing, and corporate turnaround services to middle market companies.
  • Kpmg
    Senior Associate
    Kpmg Jan 2007 - Oct 2008
    New York, Ny, Us
    Specialized in the taxation of Mergers and Acquisitions.

Robert Taylor Skills

Asset Management Business Valuation Corporate Finance Federal Taxation Mergers Litigation Support Tax Investments Financial Modeling Mergers And Acquisitions Small Business Restructuring Forensic Accounting Cpa Turn Around Management Due Diligence Valuation Private Equity Finance

Robert Taylor Education Details

  • Michigan State University College Of Law
    Michigan State University College Of Law
    Accounting And Law
  • Alma College
    Alma College
    Economics 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.