AdvantEdge AdvisorsCredentials: Phone:
2809 Great Northern Loop Suite 220
Missoula, MT 59808
Robert Heffner’s expertise as a senior M&A Advisor builds on his extensive and varied experience as a business owner (in building construction and in retail foods), economic development chief (at the State of Montana Department of Commerce), commercial banker, and acquisition finance consultant.
At the Commerce Department, Bob started Montana’s Presidential Award-winning Microbusiness Finance Program, and supervised the state’s foreign trade offices and Small Business Development Centers. In 14 years managing a multi-state territory for national lenders such as AT&T Capital, he financed growth opportunities for hundreds of companies, specializing in senior debt for business acquisitions. In over 6 years as an independent finance consultant, and advisor for an M&A firm focused on oilfield service companies, Bob gained special expertise in sales and mergers of industrial and energy-related firms. He joined AdvantEdge in 2014.
With degrees in economics and architecture/urban planning, Bob is a Certified Merger and Acquisition Advisor (CMAA), and a Certified Business Intermediary (CBI).