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Advisors
David M. Roberts
Senior Advisor - David.Roberts@focusbankers.com

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

Managing Partner,
Focus Advisors
Co-Founder,
Caliber Collision Centers
Co-Founder,
The Qestrel Companies

Business Process Outsourcing
Financial Services
Automotive Services
Technology
Construction Services

Securities transactions are conducted through Wm. H. Murphy & Co., Inc. a registered broker-dealer member FINRA/SIPC that is not affiliated with FOCUS.

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