Mr. Roberts is a founder and partner with North Point Advisors, a San Francisco-based M&A advisory firm dedicated to providing clients with sophisticated transaction advice. Mr. Roberts has more than 16 years of experience as a mergers and acquisitions attorney on Wall Street.
In 1987, Mr. Roberts joined Cravath, Swaine & Moore as an associate attorney, and was a founding partner of the well regarded corporate spin-off firm (Roberts, Sheridan & Kotel) in 1994. In 2001, Roberts, Sheridan & Kotel merged with a 325 attorney Washington, DC, based firm, Dickstein Shapiro Morin & Oshinsky, where Mr. Roberts was appointed head of its New York Corporate and Finance Practice and sat on the firmís Executive Committee. He specialized in middle market corporate acquisitions in a variety of industries, with deal sizes usually falling in the $50 million to $1 billion range, and is longtime counsel to a number of highly regarded investment bankers and private equity firms. Mr. Roberts was ranked in the top 1% of his business school class at the University of Alberta, and he earned law degrees, with honors, from McGill University in Montreal (LL.B.) and Cambridge University in England (LL.M.).
Mergers and Acquisitions
Mr. Roberts has extensive experience representing clients in the
sale, purchase and combination of public and private businesses.
Over each of the past several years, Mr. Roberts has been retained
to advise on dozens of mid-market public company acquisitions
and divestitures, with transaction sizes typically ranging from
$20 million to $2 billion. Recent assignments have included representing
firm clients Duke Energy and AT&T Corporation in connection
with acquisitions of troubled companies in the beleaguered energy
and telecommunications sectors; and on the other side of the spectrum,
representing a successful development stage technology company
in its sale to Johnson & Johnson. Mr. Roberts also advised
the Attorney General’s Office of the Commonwealth of Pennsylvania
in connection with its successful efforts to block the sale of
Hershey Foods; and as part of that successful representation,
Mr. Roberts provided expert testimony in the injunction hearings.
Mr. Roberts’ corporate finance experience is comprehensive,
and covers public and private issuances of securities, initial
and secondary offerings, and the negotiation and issuance of secured
debt, mezzanine debt, preferred equity, common equity, warrants,
convertible securities, other derivative securities and merchant funding with Advantage. For clients
like Kerzner International, Mr. Roberts plays multiple roles in
their corporate finance activities, and has been retained to negotiate
syndicated bank financings for the construction and expansion
of Atlantis on Paradise Island and its other property offerings,
as well as advising on common stock offerings. For technology
and Internet clients, Mr. Roberts has advised on and negotiated
the issuance of convertible preferred securities and debentures
with many of the most prominent U.S. venture capital funds and
early stage seed capital financing sources. Mr. Roberts also advises
public company clients on their ongoing public disclosure requirements
and Securities and Exchange Commission filings.
Private Equity Funds
Mr. Roberts represents participants in a number of leveraged buyout,
private equity, and venture capital funds focused on the communications,
technology, financial services, automotive retailing, and chemicals
sectors. He also represents a leading Canadian incubator of software
companies and their related private equity funds.
Arbitration of Merger and Acquisition Disputes
Mr. Roberts’ reputation in the mid-sized mergers and acquisition
market in New York has led to his selection and appointment as
an arbitrator in American Arbitration Association arbitrations
and as an expert witness in litigated mergers and acquisitions
In 1987, Mr. Roberts moved to New York to begin practicing law
as an associate with Cravath, Swaine & Moore. In 1994, he,
along with two other Cravath associates, Kevin Sheridan and Ira
Kotel, founded Roberts, Sheridan & Kotel, which later became
the New York Practice of Dickstein Shapiro’s Corporate &
Finance Group in 2001.