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Robert Smith

Robert Smith

Principal, Equity Analyst at Vulcan Value Partners, LLC

Birmingham, AL , United States

About

Robert Smith is a Principal and Equity Analyst at Vulcan Value Partners, based in Birmingham, Alabama. As part of the research team, he is responsible for conducting equity research and contributing to the firm's investment strategies, with a focus on the analysis of high-quality businesses and fundamental value investing.

Since joining Vulcan Value Partners in 2021 as an Associate Analyst and earning a promotion to Principal, Equity Analyst in 2023, Robert has played a key role in the firm's portfolio management process. He specializes in evaluating publicly traded equities across a variety of industries, with exposure to middle market clients in his past M&A advisory work, though Vulcan's strategies generally center on large- and mid-cap U.S. equities.

Prior to Vulcan, Robert was an Associate in the Mergers & Acquisitions group at KeyBanc Capital Markets, executing sell-side transactions for middle market companies across sectors. He holds a Bachelor of Science in Accounting and Finance from the University of Alabama and is a CFA Charterholder, reflecting a strong grounding in financial analysis and investment research.

Career History

OrganizationRoleDate RangeDetails
Vulcan Value PartnersPrincipal, Equity AnalystJan 2023 to Present
Vulcan Value PartnersAssociate AnalystMar 2021 to Jan 2023
KeyBanc Capital MarketsAssociateFeb 2019 to Sep 2020
Mergers & Acquisitions
KeyBanc Capital MarketsAnalystAug 2016 to Feb 2019
Mergers & Acquisitions

Education

University of Alabama

Bachelor of Science (B.S.), Accounting and Finance

2012 2016

Skills & Expertise

Business Analysis
Analysis
Financial Modeling
SQL
Valuation
Equity Research
Financial Analysis
Commercial Litigation
Investment Banking

Others at Vulcan Value Partners, LLC (14)

NameRoleLocation
A
Allen Cox
AnalystBirmingham, AL , United States
Brad Headley
Brad Headley
Principal, Equity AnalystBirmingham, AL , United States
David Shelton
David Shelton
Principal, Portfolio ManagerBirmingham, AL , United States
Hampton McFadden
Hampton McFadden
PrincipalBirmingham, AL , United States
Holmes Hill
Holmes Hill
Trading AssociateUnited States
M
Michele O'Daniel
Equity TraderAlabaster, AL , United States
T
Trenton Green
AnalystBirmingham, AL , United States
Adelaide Kattman
Adelaide Kattman
Research AssociateBirmingham, AL , United States
Audrey Stoettner
Audrey Stoettner
Associate Equity AnalystBirmingham, AL , United States
C
Colin Casey
Principal, Portfolio ManagerBirmingham, AL , United States
Showing 1-10 of 14 team members