Skip to Content


I serve in a leadership capacity as a member of the firm’s National Tax Office, specializing in assisting private equity funds, portfolio companies, Searchers, Search Funds, and owner-operated, privately held corporations and partnerships.

View More of Robert's Experience
I enjoy maintaining our family’s cars, everything from changing the oil, belts, brakes, plugs, and shocks/struts.

You might also like…

Tax diligence and planning: Don’t leave money on the table or risk a deal collapse
Robert Shefferly III
Article July 19, 2021 4 min read
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read
Thinking of selling? Maximize your return with sell-side due diligence
Robert Shefferly III
Article January 9, 2019 3 min read