Bob Wegbreit

Enthusiast
DISC Type : i

Managing Director, Private Markets at TagniFi

New York, New York, United States

Overview

Bob Wegbreit is the Managing Director of Private Markets at TagniFi, specializing in providing actionable data to middle-market M&A professionals. His career includes co-owning and successfully exiting the data firm GF Data and leading sales at a family-owned advertising business. Bob holds a BS from Boston University.

An entrepreneur and advisor, Bob is also a traveler and writer. He recently gained attention for a satirical op-ed he published in the Philadelphia Inquirer, which questioned how universities value humanities programs, showcasing a distinct creative and analytical side beyond his finance-focused career.

Unique fact: He has served as the vice-chair of the Montgomery County Redevelopment Authority Board.

Personality Overview

Optimistic

Amiable & Agreeable

Non-Confrontational

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Middle-Market M&A
His entire career, from GF Data to TagniFi, has centered on providing proprietary data and insights for private equity-backed deals in the $10-250 million range.
Private Equity Data
He specializes in collecting and publishing reliable benchmark data to help private equity sponsors, investment bankers, and valuation professionals make informed decisions.
Business Valuation
A frequent speaker on the state of the middle market, he is an expert on how to value businesses and understand the impact of current market conditions.

Media Appearances

Bob has no verified media appearances

Work History

10-2023
Managing Director, Private Markets at TagniFi
1-2007 - 10-2023
Partner at GF Data
4-2004 - 1-2007
Consultant at Wegbreit Consulting
9-1986 - 4-2004
Senior Vice President Sales and Marketing at Dismar Corporation
10-1981 - 3-1983
Advertising Editor at TV Guide Magazine

Education

1977 - 1981
BS from Boston University

More Information

Social Presence :

Prographics :

Exp : 40 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director, Private Markets at TagniFi
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Bob

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Bob take some risk or not?

  • They can take some low-probability risks if needed.

You And Bob

Personality Compatibility


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