Robert Shoobs

Robert Shoob bio

New York, NY
[email protected]
212-375-6147 (w)
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Robert has more than eight years of Wall Street and deal-making experience. He joined Triangle Capital in 2017 and been closely involved in most transactions the firm participated in since his joining. Robert has utilized his background to skillfully advise clients on middle market M&A transactions and financings in a broad range of industries.

Prior to joining Triangle, Robert was an assistant vice president at HSBC, where he was a member of the banking coverage team, directly responsible for managing and growing a portfolio of clients in the automotive, oil and gas, and utility sectors. Robert has a thorough understanding of corporate finance and economics in a broad base of industries. Before joining the coverage team, he was a product manager within HSBC’s Global Transaction Banking group.

Robert has a Master’s in Finance from the University of Rochester and a BA from Union College. He also holds FINRA Series 7, 63, and 79 securities licenses. Robert resides in Manhattan with his wife, Samantha.


Robert has over 8 years of Mergers & Acquisitions experience and financial advisory services for both Sell-side and Buy-side transactions.

Robert has an impressive portfolio of successful deals that required raising growth-capital, financing acquisitions and executing recapitalizations.  He also works with companies seeking to structure and finance employee-led buyouts and ownership transactions that fall under Employee Stock Ownership Plans (ESOP).

Robert often provides fairness opinions to public companies in connection with M&A transactions.  But, the need for fairness opinions also arises from regulatory, dispute resolution and other issues.


  • Retail

  • Consumer Products

  • eCommerce

  • Specialty Retail

  • Apparel

  • Accessories

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