Associate Director

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    • Twelve years of Experience
    • Seven years in M&A Advisory
    • 10 Years of digital marketing
    • Founder of M& Advisory Company
    • Founder of Digital Marketing Agency Center

    Has lived and studied in

    • The United States
    • Italy
    • Mexico
    • Honduras
    • Russia
    • Fluent in English and Spanish

    Carlos Roberto is a seasoned professional with a wealth of expertise in marketing, specializing in investor outreach within the realms of M&A, Venture Capital, and Private Equity.


    With over eleven years of dedicated commitment, he has cultivated a profound understanding and proficiency in this field, combining also hands-on mid-market and family business owners, CEOs, and executives responsible for M&A and selling of target companies.


    His expertise includes effectively reaching investors and driving deal flow by leveraging industry connections and specialized marketing platforms, social media, and direct outreach to decision-makers and family offices. Roberto leads the development and execution of marketing campaigns aimed at connecting Buy-Side and Sell-Side companies as well as VE and PE investors. He adeptly utilizes specialized platforms such as Inven and PitchBook to identify and qualify potential acquisition targets, investors, and interested buyers, collaborating closely with Senior Partners to support due diligence processes and analyze deal flow metrics.


    Roberto has founded two successful startups, WorkTank specialized in M&A Advisory and Venture Capital and Doptronix, a digital marketing and creative agency.


    Carlos Roberto is currently enrolled in Columbia's one-year postgraduate executive program and is completing an advanced certification program in Venture Capital and Private Equity. He holds a postgraduate certificate in Investment Banking from the University of Illinois at Urbana-Champaign (UIUC), a postgraduate Certificate in Venture Capital and Private Equity from Bocconi University in Italy. Roberto is also completing his MBA in Entrepreneurship at UTD and holds a BSBA in Marketing and Entrepreneurship from Pace's University, Lubin School of Business, a two-year postgraduate certification in Advertising from the Miami Ad School, and a certificate in Industrial Design from the Scuola Politecnica di Milan, Italy. He is Fluent in English and Spanish.