Robert Wilson, CPA – Mr. Wilson is a Managing Director of OFSCap and has over thirty years of financial, investment, and compliance consulting experience. Robert has assisted many small to middle market companies with capital formation and structure as well as operationally. He has cultivated a wealth of diverse knowledge and expertise as an executive and financial consultant. From 2002 until the present has been a partner with management consulting, merger and acquisition firm. His comprehensive business experience includes consulting with companies in energy, oil and gas, IT and healthcare. In addition to his work valuing and assessing small-to-middle market companies, he has also served as both an Officer and Director roles of such client companies. He has worked in the securities industry for more than 25 years providing financial and compliance consulting for several investment banking firms and broker dealers.
Robert’s roles and responsibilities included:
- Raising Capital
- Investor and Creditor Relations
- Mergers and Acquisitions
- Business Development
- Financial Systems Deployment
- Contract Negotiation
- Financial Reporting
- Strategic Planning
Robert received a Bachelor of Science degree in Accounting and Management from Houston Baptist University and a scholarship recipient to The Fund for American Studies at Georgetown University. Robert is a CPA licensed in Texas and has held Board Committee roles with the Texas Society of CPA’s and a past member of the AICPA. He has been a member of The Professional Directors Institute and NASD Board of Arbitrators. He maintains the FINRA security licenses Series 7, 24, 27, 63 and 79.