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Rhett Plotner is a Managing Director of Mentor Securities and The Mentor Group, Inc. At Mentor Securities, his investment banking expertise spans numerous sell-side, buy-side, and capital sourcing engagements. He has also advised early-stage companies via venture and angel funding and consulting. Industries served range from food & beverage to high-tech SaaS, healthcare to cybersecurity, manufacturing to industrial services, and many more in-between. Mr. Plotner possesses exceptional skills, indispensable to execute any investment banking transaction and deliver optimal client results.

As part of The Mentor Group, he has managed and performed valuations of businesses, common and preferred shares, intellectual property (IP), and derivatives. He has authored unique cash flow modeling for numerous purposes, including IP asset transfers, bankruptcy, MBOs, division spinoffs, shareholder disputes, IRS audits, personal goodwill, and fairness opinions, amongst others. These valuations have been applied across many industries and government agency projects.

Prior to joining Mentor Securities and The Mentor Group, he was the Managing Partner of CTX Capital Group, and is Co-Founder and Co-Chair of Chicago Booth Angels Network (Texas).

Education

MBA, Finance and Econometrics & Statistics, The University of Chicago

BA, Economics, Indiana University

Professional Affiliations/Licenses

FINRA, Registered General Securities Principal (Series 6, 7, 24, 63, 65, 66 and 79)

Who We Are
Who We Are
Davis R. Blaine
D. Justin Blaine
Brad M. Cashion
Jon S. Epperson
George Hamilton
Eric D. Klein
Gary E. Lotzer
Anastasia Merkouri
Wesley E. Romberger III
M. Mark Sarchet
Fritz Strehlow
Rhett Plotner

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