Robert G. McCreary III
Managing Director and Founder
As founder and chairman of CapitalWorks, Mr. McCreary is responsible for developing and maintaining senior relationships with investors and investment intermediaries, fundraising and portfolio governance. He possesses over 35 years of transactional experience as an attorney, investment banker and private equity fund manager, and has spent his career in building entrepreneurial organizations with successful track records.
Prior to founding CapitalWorks, Mr. McCreary was co-founder and president of Carleton, McCreary, Holmes & Co. where he specialized in merger and acquisition strategies for public and private corporations. His firm was sold to Key Corp in 1997 and Mr. McCreary continued as president of the successor firm, Key Capital Corporation, until 1999 when he founded CapitalWorks.
He began his career in 1976 with Calfee, Halter & Griswold LLP as a corporate and tax attorney where he was elected partner. While at Calfee, he specialized in merger and acquisition transactions and corporate succession planning for wealthy families and their privately held businesses. Mr. McCreary gained his financial advisory and merger and acquisition skills at Prescott Ball & Turben where he was hired to create and organize its merger and acquisition practice.
Mr. McCreary serves as a for-profit board member of Agilysys. He also serves on the advisory boards of Bratenahl Capital, Madison Electric and Tailwind Capital. He is a member of the executive committee for LAND studio (formerly ParkWorks) and serves as a trustee for The John Huntington Foundation. He was a former president of the Board of Trustees of University School in Hunting Valley, Ohio for which he still serves as an executive committee member and chairman of the Trusteeship Committee; and a past president of Mayfield-Sand Ridge Country Club.
Mr. McCreary graduated cum laude with a Bachelor of Arts in English from Amherst College. He received a law degree from Case Western Reserve Law School and was chairman of the Moot Court Board.
- Advanced Hydro Solutions
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