Senior Managing Director
Robert Gross co-founded Prairie Capital Advisors with Kenneth Serwinski in 1996 after the pair of industry veterans recognized a universally underserved need for objective financial advisory consultation for closely-held businesses. Since then, Bob and his colleagues at Prairie have given closely-held companies access to the guidance and expertise so critically needed for their most vital business decisions. Bob has more than three decades of experience in valuation, ownership transition, capital management, financial transactions and more.
As one of the most trusted and well-respected financial advisory experts in the industry, Bob focuses on helping business owners understand the best options available to them for their ownership transition needs. He breaks down complex corporate finance scenarios and translates them into understandable options to provide his clients with customized, actionable solutions to achieve their unique ownership transition goals.
A nationally-recognized industry thought leader, Bob is a frequent speaker on valuation, employee stock ownership plans (ESOPs), ownership transition planning and other topics. His writing is also frequently featured in industry trade publications, business publications and technical journals. He has qualified as an expert witness in State Courts, Federal District Court and other venues and has also given deposition testimony on numerous occasions. Bob also occupies the senior executive and compliance positions within Prairie’s Broker-Dealer firm, Prairie Capital Markets, LLC. In addition, he served as a past chair of the Valuation Advisory Committee and is a founding and pastmember of the Interdisciplinary Committee of Fiduciary Issues with The ESOP Association.
Priorto forming Prairie, Bob was a First Vice President with Merrill Lynch Business Advisory Services. He focused on matters involving closely-held companies, with a particular emphasis on the structuring and implementation of various ownership succession strategies. Bob played an important role in the strategic definition of both the valuation and ESOP Advisory practices of Merrill Lynch. Before joining Merrill Lynch, Bob spent ten years with American Appraisal Associates, Inc., an international valuation consulting firm. During his tenure, he held a variety of positions, culminating in the assignment as Manager in charge of the Chicago-based professional staff.
Bob also currently teaches on a part-time basis at two institutions. He has been a member of the faculty at Lake Forest Graduate School of Management since 2013, where he teaches an MBA course in Global Finance. He has been an Adjunct Professor of Finance at DePaul University's Driehaus School of Business since2014, where he teaches two undergraduate Finance courses: Financial Statement Analysis and International Finance.
Bob holds a Master of Business Administration Degree in Finance and a Bachelor’s Degree in Accounting from the University of Wisconsin in Whitewater. He has also taken several other post-graduate courses and currently holds FINRA Series 24 and 79 securities licenses.