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Born and raised in Florida, Robert grew up in a family of entrepreneurs. His family owned an educational business serving Tampa Bay for 23 years. After obtaining two Bachelor of Science Degrees in Finance and Accounting, he went on to accomplish his Master of Science Degree in Entrepreneurship from the University of South Florida.
Robert utilized his Masters and Entrepreneurship to excel in finance and accounting roles in the healthcare and energy industries before joining the University of South Florida and becoming their Director of Business & Administration for the College of Nursing. Throughout his career, Robert has been deeply involved in all aspects of a business from operations to finance, HR and business development providing senior level operational leadership that culminated in improved profits and ensured overall company future growth and success. Robert later worked as a Controller with an oncology healthcare company and a CFO with a law firm before joining Viking this year.
On a personal note, Robert enjoys hunting, outdoor activities, and spending time with family.
Robert is an integral part of the Viking Mergers & Acquisitions team as a Senior Advisor. He has over 20 years of financial and operational experience within a broad range of public and private sector companies with a proven record of leading organizations to unprecedented growth. His highly diverse career and broad spectrum of senior leadership experience has tied him into nearly every facet of business operations. This has given him a highly unique perspective and allows him to recognize corporate operational impacts, as well as financial barriers to seamlessly assist his clients in facilitating the sale or purchase of their business.
Robert brings a broad background, high energy, and a fresh perspective to each of his endeavors. He is collaborative, innovative and creative with an entrepreneurial mindset that is at the cornerstone of his immense success. Robert has deep business acumen and exceptional business instincts. His expertise lies in enhancing business operations, financial positioning, and overall enterprise value providing a favorable and lucrative exit strategy.
Clients enlisting the services of Mr. Lugo know they are getting a leader in the industry to personally address their needs. Robert focuses completely on his clients, and their situation or need. After carefully analyzing their specific requirements, he works collaboratively with them to form a succinct strategic plan which helps them to effectively facilitate the most favorable business divesture. Robert values the importance of communication with clients to provide the best customer care as they transition to new opportunities.
