Rob Schwartz

Executive Consultant

Provides strategy and senior operating expertise in support of Bulger Partners consulting clients with expertise in tech-enabled services, SaaS, CRM, business process management, enterprise resource planning and supply chain management.

Professional Expertise

Trusted advisor to CEOs of software companies on capital markets and M&A. Proven strategic advisor with over 12 years experience generating insights on strategy, technology companies, markets, and stocks.

Sector Expertise

Strategic research and investment recommendations in tech-enabled services, SaaS, customer relationship management, business process management, analytics, enterprise resource planning and supply chain management.


Rob is an Executive Consultant at Bulger Partners, where he provides expertise to the firm’s strategy consulting practice by advising on growth strategy and market assessment projects. Robert brings 20 years of corporate development and equity research experience to help clients evaluate their product’s target market, competition, and customer sentiment and improve upon their product strategy. 

Robert is a proven strategic advisor with over two decades of experience generating insights on strategies, markets and equities. He has a prolific history of conducting equity research focused on software companies at Jefferies & Company, Thomas Weisel Partners, and SG Cowen.  Robert has worked with companies across many tech sectors, including SaaS, Customer Relationship Management (CRM), Business Process Management, Analytics, Enterprise Resource Planning (ERP), Supply Chain Management and Technology Services. 

Prior to his role at Bulger Partners, Robert was VP of Corporate Development at Pegasystems, where he led the lifecycle of M&A and technology partnering for the company. Before his time at Pegasystems, Robert was a Principal at Acnestis, where he acted as an advisor to CEOs of software companies on both acquisitions and positioning for sale.

Rob holds a BA in Economics with Honors from Claremont McKenna College, an MS in Agricultural and Applied Economics from the University of Minnesota, and a Ph.D. in Business Economics from Harvard University.

CV Highlights

➢ Pegasystems, Vice President, Corporate Development
➢ Acnestis, Principal
➢ Collins Stewart LLC, Managing Director of Software Equity Research
➢ Jefferies & Company, Managing Director of Equity Research
➢ Thomas Weisel Partners, Principal, Institutional Research
➢ S.G. Cowen, Director of Institutional Research
➢ Boston Consulting Group, Case Team Leader
➢ Harvard University, PhD Business Economics
➢ University of Minnesota, MS Agricultural and Applied Economics
➢ Claremont McKenna College, BA Economics with Honors

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