New York Phone +1.212.309.6161 Fax +1.212.309.6001
101 Park Ave.//New York, NY 10178-0060//United States
Rob Goldbaum serves as co-leader of Morgan Lewis’s investment management transactions practice and as a consultant with Morgan Lewis Consulting. Rob regularly advises a wide variety of industry leaders in the full range of asset and wealth management transactions, including mergers and acquisitions, strategic minority investments, sales, spin-outs and lift-outs, capital markets transactions, and “seed & stake” arrangements. Rob also provides strategic advice as a consultant to established and emerging financial services firms in connection with a range of business initiatives, including institutionalization of their businesses to enhance franchise value, governance and succession matters, product and channel diversification, and similar initiatives. He is a Registered Foreign Lawyer in England & Wales, and is admitted in New York only.
Rob counsels asset and wealth management clients in connection with mergers and acquisitions, strategic minority investments, sales, spin-outs and lift-outs, capital markets transactions, and “seed & stake” arrangements.
Prior to returning to private practice and consulting, Rob co-founded HighView Investment Group with Ralph Schlosstein (co-founder and former president of BlackRock), a platform targeting acquisitions of minority interests in alternative asset managers. Previously, he was senior vice president for new investments at Affiliated Managers Group, which he joined after more than 14 years in private legal practice. Throughout his career, Rob also has been engaged on a number of occasions by leading public and private asset managers to provide strategic and operational consulting advice to their c-suite executive teams.
Rob is a former member of the Visiting Committee of The University of Chicago Law School, a former member of the Professional and Judicial Ethics Committee of the NYC Bar, and a frequent speaker on industry panels.
Client Service All-Star, BTI Consulting Group (2016, 2015)
Member, Visiting Committee of The University of Chicago Law School (2014–2016)
Member, Professional and Judicial Ethics Committee, New York City Bar (2003–2006)