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Robert J. Lieblein, Managing Partner
Prior to joining Hales, Mr. Lieblein was the founder and president of
WFG Capital Advisors, a leading financial advisory firm in the insurance
industry. He brings more than 20 years of experience in providing
financial advisory services to the insurance and financial services
industry. He has been involved in more than 100 investment banking
transactions, and is known for expertise in insurance-related merger and
acquisition services, including acquisition analysis, acquisition
strategy, transaction valuation and structuring, due diligence,
negotiations, and post-acquisition consulting. Prior to founding WFG,
Mr. Lieblein, a Certified Public Accountant, spent 13 years with the
international accounting and professional service firm KPMG. At KPMG,
he worked with many leading insurance and financial services firms,
assisting them with implementation of growth strategies such as mergers
and acquisitions. In addition, Mr. Lieblein is the co-founder of
Wharton Capital Partners, a private equity firm involved in starting and
acquiring companies since 1997. Mr. Lieblein earned degrees in
accounting, mathematics and computer science from Shippensburg
University.
E-mail: rlieblein@halesgroup.com
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