Robert Gefaell

Bio

Robert began his career with Bourne & Co, a boutique investment banking firm located in Charlotte, NC, where his primary role was financial analysis, memorandum preparation, corporate and industry research, and marketing of sell-side transactions. He also had responsibility for coordinating the International M&A activity of Bourne & Co. In 1997, Robert joined Centura Bank, where he divided his time equally between the Investment Banking Group and Centura Capital (Centura’s debenture SBIC). His role on the investment banking side was coordinating due diligence, financial modeling, memorandum preparation, orchestration and marketing of buy/sell-side transactions, managing capital raises, and performing formal valuations for privately held businesses. Robert’s time spent with Centura Capital was on business plan review, financial modeling, term sheet preparation, due diligence, and portfolio monitoring. In 2002, Robert joined Salem Capital Partners as one of three Principals with Salem’s ~$35 million licensed SBIC fund in Winston-Salem, NC. During this time, Robert worked on 15 new investments as a member of the investment team. Robert is a founding partner and Principal of Plexus Capital. Robert currently serves as a member of the Young Alumni Development Board of Wake Forest University, and is a member of the Calloway Deacon Alumni Fund at the Wayne Calloway School of Business and Accountancy at Wake Forest University. Robert holds a Bachelor of Science degree in Business from the Wayne Calloway School of Business and Accountancy at Wake Forest University.