Associate, M&A
    Focus: Portfolio Services
    Location: Palo Alto

    Robert joined Norwest in 2022 to serve as a resource to founders for all things corporate strategy, mergers and acquisitions, and capital markets. As a member of the Portfolio Services team, he provides advisory support for Norwest’s portfolio companies with the goal of optimizing outcomes.

    Prior to joining Norwest, he worked as an investment banking associate and served in various corporate strategy, M&A, and investing roles at technology companies including ServiceNow, Uber, Salesforce, and most recently, PowerSchool (Vista Equity Partners), where he first joined seven years ago and supported the company’s growth through its 2021 IPO and beyond.

    Robert brings over $40 billion in execution experience across investments, debt and equity capital markets, serial acquisition programs, and transformational bets. His background includes firsthand acquirer, target, sponsor, and advisory experience across the spectrum of company maturity levels.

    Robert is a Northern California native and holds a bachelor’s degree in economics from the University of California, Davis.

    Get to know Robert
    • 01
      What was your first job?
      Copy editor at a small-town magazine in high school.
    • 02
      Do you have a favorite quote?
      “Continuous effort – not strength or intelligence – is the key to unlocking our potential.” – Winston Churchill
    • 03
      Do you have any causes or charities you're passionate about?
      Primary education.