Robert Rizzo brings more than three decades of experience across financial services, insurance distribution, and mergers & acquisitions, with a career rooted in advising, scaling, and monetizing businesses within complex, regulated markets.
Prior to joining Hines Ball Advisory Group, Robert most recently served as Vice President of Mergers & Acquisitions at Confie/Alliant, where he was responsible for developing acquisition opportunities across a portfolio of national and regional insurance brands. His work focused on identifying and executing strategic transactions aligned with geographic expansion initiatives across North America.
Earlier in his career, Robert spent over a decade with BOLT Tech, including serving as Senior Vice President overseeing Lloyd’s/E&S underwriting operations and multi-state placement strategy. He also led the firm’s U.S. M&A efforts, specializing in retail insurance agency acquisitions, regulatory alignment, and strategic advisory within the middle market.
Robert’s background also includes serving as Managing Director at Triumph Capital, where he worked closely with family offices, professional athletes, and high-net-worth investors on portfolio strategy, capital deployment, and the acquisition and monetization of operating businesses. His earlier career includes leadership roles with GreenPoint Mortgage Securities (a predecessor to Capital One), as well as National City Bank and Fifth Third Bank, where he developed a foundation in capital markets, private banking, and structured finance.
At Hines Ball, Robert focuses on originating and developing client relationships, advising business owners on positioning, timing, and market dynamics, and supporting transaction execution across the firm’s M&A engagements. His experience across underwriting, capital markets, and advisory allows him to bring a comprehensive perspective to each engagement, particularly within the insurance and financial services sectors.