Robert G. McCreary III

Chairman of the Board and Founder
216.781.7727

Rob McCreary CapitalWorks Private Equity Cleveland

As founder and chairman of CapitalWorks, Rob McCreary is responsible for developing and maintaining senior relationships with investors and portfolio governance.

Advisory Board Portfolio Governance

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Career

Rob has more than 40 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, he 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 Rob 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. Rob 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.

Education

Rob 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.

Outside interests and community involvement

Rob serves on the advisory boards of CapitalWorks, Bratenahl Capital, Partners and Tailwind Technologies. He is 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 a trustee of the Corporation and a past president of Mayfield-Sand Ridge Country Club.

Rob writes a weekly blog about the private equity industry and trends and developments in public and private trading markets. He enjoys many sports and is currently learning pickle ball. He still writes poetry for special occasions.

Rob McCreary CapitalWorks Private Equity Cleveland

As founder and chairman of CapitalWorks, Rob McCreary is responsible for developing and maintaining senior relationships with investors and portfolio governance.

Board Participation

  • Bancsource
  • Paradigm
  • Ripley Tools
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