Insights

Strategic Expansion RGP’s acquisition of Meridian Circle Advisors expands its advisory capabilities in corporate finance and M&A, signaling opportunities to cross-sell broader private equity and principal investment services to a larger institutional client base.

Experienced Team The combined team boasts over $5B in financing and principal investments with an average of 20+ years of experience, highlighting a compelling value proposition for sophisticated clients seeking high-touch deal execution and advisory excellence.

Diverse Clientele MCA’s existing roster includes private/public corporations, institutional investors, family offices, banks, and sovereign funds, suggesting high-potential outreach to multi-entity, cross-border investment programs and governance-focused engagements.

Revenue Profile Revenue range of 1–10 million indicates a mid-market advisory footprint with room to upsell premium strategic services, financing arrangements, and broader private equity structures to existing clients.

Tech and Platform Current tech stack (Google Workspace, GoDaddy, analytics tools) reveals potential for modernizing client collaboration, data rooms, and CRM integration to accelerate deal sourcing, due diligence, and client servicing across the expanded platform.

Robertson Investment Management Tech Stack

Robertson Investment Management uses 8 technology products and services including Google Workspace, Twemoji, Font Awesome, and more. Explore Robertson Investment Management's tech stack below.

  • Google Workspace
    Email
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • PHP
    Programming Languages
  • Google Search Console
    Web Analytics
  • GoDaddy
    Web Hosting

Robertson Investment Management's Email Address Formats

Robertson Investment Management uses at least 1 format(s):
Robertson Investment Management Email FormatsExamplePercentage
First.Last@meridiancircle.comJohn.Doe@meridiancircle.com
100%

Frequently Asked Questions

What is Robertson Investment Management's phone number?

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You can contact Robertson Investment Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Robertson Investment Management's official website and social media links?

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Robertson Investment Management's official website is meridiancircle.com and has social profiles on LinkedIn.

How much revenue does Robertson Investment Management generate?

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As of July 2026, Robertson Investment Management's annual revenue is estimated to be $1M - $10M.

What is Robertson Investment Management's SIC code NAICS code?

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Robertson Investment Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Robertson Investment Management have currently?

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As of July 2026, Robertson Investment Management has approximately 6 employees across 1 continents, including North America. Key team members include Financial Planner, Sales And Management: E. C.. Explore Robertson Investment Management's employee directory with LeadIQ.

What industry does Robertson Investment Management belong to?

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Robertson Investment Management operates in the Venture Capital and Private Equity Principals industry.

What technology does Robertson Investment Management use?

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Robertson Investment Management's tech stack includes Google WorkspaceTwemojiFont AwesomejQueryFlywheelPHPGoogle Search ConsoleGoDaddy.

What is Robertson Investment Management's email format?

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Robertson Investment Management's email format typically follows the pattern of First.Last@meridiancircle.com. Find more Robertson Investment Management email formats with LeadIQ.

When was Robertson Investment Management founded?

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Robertson Investment Management was founded in 1976.
Robertson Investment Management logo

Robertson Investment Management

Venture Capital and Private Equity PrincipalsTexas, United States2-10 Employees

Robertson Investment Management operates in the venture capital and private equity principals space and is based in Houston, Texas. Its commonly owned affiliate, Robertson Global Partners, announced the strategic acquisition of Meridian Circle Advisors through a lateral hire business combination. Meridian Circle Advisors is an independent advisory firm noted for corporate finance and M&A advisory services, and it also provides principal investor services and commercial consultancy to a global roster of institutional clients. This acquisition broadens service capabilities and expands capacity, aiming to bring synergies to client engagements. The combined team consists of seasoned professionals with broad experience in corporate finance and principal investments. The client base includes private and public corporations, institutional investors, family offices, public-private partnerships, international banks, and sovereign investment funds.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52391 - Miscellaneous Intermediation
Founded
1976
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Robertson Investment Management's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Robertson Investment Management's revenue is estimated to be in the range of $1M - $10M

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