Rob Kaplan

Principal

Rob is a finance professional with over 11 years of principal investment, capital markets and advisory experience across a variety of industries including consumer, business services, casino gaming, technology, insurance and healthcare.

Over the course of his career, Rob has played a key role in the origination, assessment and execution of over 20 completed transactions totaling over US$16 billion.

Prior to joining Forum, Rob was Vice President, Penfund, a North American junior capital provider, where he focused on mid-market subordinated lending and private equity investments.

Prior to Penfund, Rob spent over six years with Macquarie Capital in Toronto and Los Angeles, most recently as a Vice President, Consumer, Gaming and Leisure where he focused on M&A advisory and leveraged finance transactions.

Rob holds a JD / MBA from the University of Toronto and a Bachelor of Administrative and Commercial Studies from the University of Western Ontario. Rob is also a CFA charterholder.