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)