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Rhett Plotner

Rhett  Plotner Photo
Rhett Plotner Managing Director

About

Rhett Plotner is a Managing Director of Mentor Securities and The Mentor Group, Inc. At Mentor Securities, his investment banking expertise spans numerous sell-side, buy-side, and capital sourcing engagements. He has also advised early-stage companies via venture and angel investment funding. Industries served range from food & beverage to high-tech SaaS, healthcare to cybersecurity, manufacturing to industrial services, and many more in-between. He possesses exceptional skills indispensable to execute any investment banking transaction and deliver optimal client results.

As part of The Mentor Group, he has managed and performed valuations of businesses, common and preferred shares, intellectual property (IP), and derivatives. He has authored unique cash flow modeling for numerous purposes, including IP asset transfers, bankruptcy, MBOs, division spinoffs, shareholder disputes, IRS audits, personal goodwill, and fairness opinions, amongst others, that have been applied across many industries and government agency projects.

Prior to joining Mentor Securities and The Mentor Group, he was the Managing Partner of CTX Capital Group, and he is Co-Founder and Co-Chair of Chicago Booth Angels Network (Texas).

Education

  • MBA, Finance and Econometrics & Statistics, The University of Chicago Booth School of Business
  • BA, Economics, Indiana University

Professional Affiliations/Licenses

  • FINRA, Registered General Securities Principal (Series 6, 7, 24, 63, 65, 66 and 79)

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