Robert Levin Strategic Maverick | Systems Thinker | Narrative & Growth

Managing Partner

CIS Partners

Aug 2025 - Current (1 year)

Closed and advised on multiple middle-market M&A transactions representing both buy-side and sell-side clients across web infrastructure, media, consumer, and technology sectors — managing full deal lifecycle from origination through post-close transition. Built proprietary deal origination processes and data targeting founder-led B2B companies in the $10M–$75M revenue range, converting referral relationships and direct outreach into signed advisory engagements. Structured complex transactions involving senior bank debt, seller notes, earnouts, and deferred consideration — negotiating terms that balanced buyer leverage with seller value protection. Developed institutional-quality investment materials (CIMs, teasers, LOIs, term sheets, CIO m

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CEO

P3 Technologies

Jan 2023 - Jun 2024 (1 year 6 months)

Building technology and service solutions for the pet health industry

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Operating Partner

Clarke Capital Partners

Sep 2020 - Jun 2024 (3 years 10 months)

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Director

Clarke Pet

Sep 2020 - Jun 2024 (3 years 10 months)

Clarke Pet Opportunities is a dedicated investment platform focused on the growing pet health sector building off of the expertise that Clarke Capital Partners has developed over many years of investing in the space.

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Managing Partner, Clarke Insurance

Clarke Capital Partners

May 2019 - Sep 2020 (1 year 5 months)

Chief Operating Officer

Printfly Corporation

Aug 2016 - Feb 2019 (2 years 7 months)

Printfly is the premier e-commerce platform for custom printed apparel and products. Responsible for establishing strategic initiatives, overseeing business operations, P&L administration, sales, and customer service. Streamline operations, and maximize staff performance; directing human resources, performance management, multimillion-dollar budget administration, and staff mentoring and leadership. Drive consistent improvements in organizational profitability, efficiency, and performance.

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Chief Investment Officer

L2L Capital

Jan 2014 - Aug 2016 (2 years 8 months)

L2L is a private-equity and alternative investment fund based in Hong Kong with investments in the US, Canada and Southeast Asia.

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Managing Director & Founder

CIS Ventures, LLC

Oct 2009 - Current (16 years 10 months)

CIS Ventures, LLC offers a full spectrum of strategic services spanning management consulting, mergers, acquisitions, divestitures, fundraising and high-value business development transactions. CIS helps clients at various stages in their corporate lifecycle; from emerging companies looking to leverage their current technologies and products with a broader audience to fast growth and more established companies looking to invigorate growth or expand their competitive footprint.

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President & Co-Founder

One Hundred Years, LLC

Feb 2009 - Jan 2014 (5 years)

Co-founder of global private client health management service, offering the first fully insured concierge-level service to high net worth individuals in collaboration with Aetna and Munich Re. • Direct management responsibility for operations, business development, recruiting, hiring and developing global staff.

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Chief Executive Officer & Founder

Insured Capital Management

Feb 2007 - Jan 2009 (2 years)

ICM prepared pre and post-purchase due diligence reports, alongside feasibility, identification and product reports for complex insurance products, as well as performing pricing, negotiations, and other acquisition activities. • Responsible for 200% growth per annum, clients included AIG, Deutsche Bank, and KBC Financial. • Transactions of note with JP Morgan, Wachovia, Sovereign Bank & Lincoln Financial. • Remotely managed our development team Eastern Europe and business processing team in India • Managing Director of Sentinel Funding Group (a subsidiary of ICM), created to manage the $225MM loan portfolio originated by ICM.

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Director of Corporate Planning

Penn Mutual Insurance Company

Feb 2005 - Feb 2007 (2 years 1 month)

Following the acquisition of Corporate Planning Group remained onboard to lead the integration process and oversee corporate strategy for the combined entity. • Initiated and launched new product and service offering nationwide to diversify revenue.

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Chief Executive Officer & Founder

Corporate Planning Group

Jan 2002 - Feb 2005 (3 years 2 months)

An investment management and consulting firm focused on family offices, corporations, hedge funds, and municipalities. • Key clients included Burlington Coat Factory, Novo Nordisk, Equity One, and Reading, PA. • Recruited, trained and mentored 34 staff

Robert Levin

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Robert Levin