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Robert Conklin

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At a glance

Full Name
Robert Conklin, CFA
Title
Senior (Executive) Vice President — Business Valuation
Firm
The BVA Group, LLC
Firm Type
Litigation, valuation, and financial advisory firm (NOT an angel-investing firm — see note below)
Investment Stage
Not verified (see note)
Sector Focus (valuation practice)
Oil & gas (upstream, midstream, downstream); banking & insurance; manufacturing; business services; trucking & logistics; distribution; healthcare; retail; and professional sports franchises
Geographic Focus
United States (firm offices in Dallas/Plano, Houston, and New York)
Location
Plano / Dallas, Texas (BVA HQ: 7250 Dallas Parkway, Plano, TX 75024)

Background

Robert Conklin is a Senior Vice President (listed elsewhere as Senior Executive Vice President) at The BVA Group, where he is focused on enhancing and expanding the firm's business-valuation practice. He brings nearly 30 years of business-valuation and financial-consulting experience and has completed more than a thousand appraisal assignments. His engagements span fair-value analysis for financial-reporting purposes (ASC 820, ASC 718, ASC 350, ASC 360), gift and estate tax, corporate income tax (IRC 280G and IRC 409A), litigation support, and employee stock ownership plans (ESOPs). He has served clients across dozens of industries, including energy, banking and insurance, manufacturing, business services, logistics, healthcare, retail, and professional sports franchises.

Conklin holds three degrees from the University of Texas: a Master of Business Administration, a Bachelor of Business Administration, and a Bachelor of Arts in the Plan II Honors Program. He is a fellow member of the Institute of Chartered Financial Analysts (CFA) and a member of the Dallas Society of Financial Analysts. He also serves on the Chancellor's Committee for the University of Texas System, on the Board of Directors of the Southwest Chapter of the ESOP Association, and on the Advisory Committee for the Hicks, Muse, Tate & Furst Center for Private Equity Research at the University of Texas.

Beyond client work, Conklin has been an active academic contributor — a guest lecturer at UT Austin's McCombs School of Business, SMU's Edwin L. Cox Graduate School of Business, and the University of Houston's Bauer College of Business, and a panelist/speaker at conferences hosted by the Southwest Chapter of the ESOP Association, the Hicks Muse Tate & Furst Center for Private Equity Research, and the University of Texas School of Law.

He is also active philanthropically, working on BVA Group "giving back" initiatives with the North Texas Food Bank, Carry the Load, and other community charities. He has endowed several initiatives at the University of Texas and the UT System and is a member of the Littlefield Society, the President's Associates, a Parlin's Fellow, a Fellow of the Ashbel Smith Circle, and a Fellow of the 1881 Society.

Investment Thesis & Focus

  • No verifiable angel- or seed-stage startup investing thesis was found for this individual. His professional focus is business valuation and financial advisory, not venture investing.
  • Where capital/markets intersect with his work, it is through valuation and damages analysis — fair-value measurement for financial reporting, tax (gift/estate, IRC 280G/409A), ESOP valuations, and litigation support.
  • His advisory work has covered private-equity-relevant topics (he sits on the advisory committee of UT's Hicks, Muse, Tate & Furst Center for Private Equity Research), but this is research/education involvement, not deal-making on his own account.

Notable Investments

  • No verifiable personal angel/seed portfolio companies or startup deals could be found for this Robert Conklin. (His public record is appraisal/valuation engagements, which are confidential client work rather than disclosed investments.)

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