David
Roberts, a FOCUS Senior Advisor, is a seasoned
executive, investor and transactions professional with more
than 30 years experience founding, building and advising
small to mid-size companies. A former attorney and
buy-side securities analyst, Mr. Roberts also is a seasoned
entrepreneur who has founded fifteen companies including
two INC 500 firms. He
has been a venture capital and hedge fund manager and has
served as an officer and director of both public and private
companies. During his career, he has been involved in more
than $250 million of financings, either as a principal, director
or as an advisor.
Prior to founding his advisory firm, Focus Advisors, Mr. Roberts was the co-founder of Caliber Collision Centers and The Qestrel Companies, both INC 500 companies in 2001, 2002 and 2003. He served as a portfolio manager and securities analyst with Pacific Equity Management, a $300 million hedge fund from 1986 to 1992. In a prior career, he developed restaurants and led one of his companies to a successful public offering.
In his activities at Focus Advisors, Mr. Roberts co-founded a $40 million SBIC, served as the West Coast advisor to a venture management company and consummated multiple mergers and acquisitions and financing transactions in insurance services, business process outsourcing, healthcare services and technology services.
Mr. Roberts holds a JD from the Boalt Hall School of Law at UC Berkeley and an MBA from the Haas School of Business at UC Berkeley. He graduated from Duke University and served as an officer in the US Navy.Contact Information:
David M. Roberts
1255 Treat Boulevard, Suite 300
Walnut Creek , CA 94597
Phone: 925-472-6770
Cell: 510-444-1173
Fax: 510-444-1202
david.roberts@focusbankers.com