Bob Baumgartner

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Affiliated Broker
Lisa Lippe

Generational Equity, LLC

Services Offered

Merger and Acquisition Advisory Services. Primarily Seller representations.


Bob Baumgartner
Senior Mergers & Acquisitions Advisor

Robert M. Baumgartner, Senior Mergers & Acquistions Advisor, is responsible for Corporate middle market M&A transactions as well as real estate related engagements.

Bob has over 25 years experience in executive management, corporate finance, business sales and acquisitions. He has been a leading producer in providing merger and acquisition and finance services to a diverse group of middle market clients in the southwestern United States.

His experience includes positions as Vice President and Treasurer of two Fortune 500, multi-national, New York Stock Exchange companies. Responsibilities included establishing and managing relationships with United States and international investment banking groups, institutional lenders and commercial banks. These activities involved public stock offerings, public and private debt placement and ongoing credit arrangements with commercial banks.

Operationally, his experience includes P&L responsibilities as Managing Director of a national distributor of hardware/industrial supply products. He was also Chief Executive Officer of an oil and gas service company which operated workover and drilling rigs in Texas, Oklahoma and Wyoming. Prior to his engagement in the industrial sector, Bob was a Group Manager for Commercial Lending at two major regional banks.

Bob was the founding President of the Austin Chapter of Financial Executives International and also served as a member of the Board of Directors and Executive Committee of this 15,000 member international finance organization. Additionally, Bob has been a director and is currently a member of the Austin Chapter of the Association for Corporate Growth. He graduated with honors from Southern Methodist University in Dallas, Texas with a degree in banking and finance and was a member of Beta Gamma Sigma, a national honorary business society.

Areas Served

  • Harris County, TX

For Sale Listings

Established Businesses For Sale

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