Rhett Plotner
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 funding and consulting. Industries served range from food & beverage to high-tech SaaS, healthcare to cybersecurity, manufacturing to industrial services, and many more in-between. As part of The Mentor Group, he has managed and performed valuations of businesses, common and preferred shares, intellectual property (IP), and derivatives.
Mr. Plotner 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. These valuations 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 is Co-Founder and Co-Chair of Chicago Booth Angels Network (Texas).
Education
- MBA, Finance and Econometrics & Statistics, The University of Chicago
- BA, Economics, Indiana University
Professional Affiliations/Licenses
- FINRA, Registered General Securities Principal (Series 6, 7, 24, 63, 65, 66 and 79)