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Principals & Advisory Committee

Neil E. McPherson
Todd M. Roberts
Brett A. Hickey
Kevin J. Dragan
Holly T. Schepisi
Rakesh Kumar
Peter Johnson
Stephen P. Carlson
Murray J. Malley
Robert C. Himber
Others

Todd M. Roberts: Principal

Summary
Full Biography
Publications

 Bar Admissions

  • New York
  •  Professional
     Organizations

  • American Bar Association
  • Association of the Bar of the City of New York
  •  Education

  • University of Alberta, 1983
  • McGill University, LL.B., 1986
  • University of Cambridge (England), LL.M., 1987
  • 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.

    Capital Markets
    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 disputes.

    Professional Background
    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.

    Email: Todd.Roberts@aegiscapitalgroup.com