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Robert Davis
Partner - US and
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Robert Davis

Partner - US and
Co-founder of RD Heritage Group www.rdheritage.com. Multi- family office partnership in the US and Bahrain : focus on oil & gas (upstream, midstream and downstream) , renewable energy (solar and wind) , energy asset / company (core and non-core) acquisitions, healthcare roll-ups, medical device, pharmaceuticals, AI, blockchain, agriculture / dairy farming and real estate opportunities. Have deep relationship with the sovereign wealth funds in the GCC (Gulf Cooperation Council) . In Bahrain, partnered with Hadi Al Alawi at the Al Hayat Group. Founded in the late 1980s, the Al Hayat Group has been investing in global companies in the Middle East for over 25 years. The history of Al Alawi family has been linked to Bahrain for over 100 years, during which it has notably contributed towards the economic and social development of the country. The Al Hayat Group is one of the largest and oldest family offices in the Gulf. In Indonesia partnered with 2 family offices. One family is #5 on the Forbes list in Indonesia. The other family is one of the largest Indonesian family offices with significant food, real estate and healthcare investments. The family invests only their own capital and are differentiated by their permanent and proprietary capital base which allows for maximum flexibility with transaction structures and investment period; and complete alignment with all stakeholders in creating long-term value. In US, partnered with the MHA Nation to deploy 50MM to 100MM in a 650MM to 850MM bid project. MHA Nation, a Native America tribe composed of the Mandan, Hidatsa and Arikara tribes bid on an opportunity to acquire oil & gas leases currently held by a publicly traded oil & gas company, representing up to 64 ,000 acres. The subject acreage is located on the Nation's tribal lands situated in the most productive region in North Dakota. A 2B private equity firm offered to partner with MHA Nation in a management buyout for the public company acquisition.
RD Heritage Group
Logo of the organization.
University of Miami
Las Vegas, NV, USA

Professional Background

  • Current status
    Employed
    Not open to opportunities
  • Profession
    Financial Advisor
    Investment, Stock Manager
    Financial Analyst
  • Fields
    Finance
    FinTech / InsurTech
    Venture Capital & Private Equity
  • Work experience
    More than 15 years (10-15 years relevant)
  • Management
    I've had experience in managing 15+ people
  • Skills
    Cooperation
    Strategic Planning
    Negotiation
    Flexibility
    Productive
    Partnership
    Company Acquisition
    Social Development
    Business Strategy
    Management Buyout
  • Languages
    English
    Native or Bilingual
  • Highest level of education
    Bachelor

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Partner - US and
  • Desired work locations
    Las Vegas, NV, USA
  • Freelance
    Non-freelancer

Work Experience

Family Office Partner

Jan 2010 - Present
Across the offices, the Group operates within the biotechnology, dairy, real estate, AI, automotive, and medical devices as well as solar energy, food, pharmaceuticals, and blockchain sectors.

Education

Logo of the organization.
Bachelor of Science (BS)
Finance
1990 - 1994