Meet Advisor Collective Member Robert Levin: A Leader in Operations and Strategic Investments

We are thrilled to announce our newest member of our Advisor Collective community, Rob Levin. Robert Levin’s diverse background in strategic investments, operations, and entrepreneurship has shaped him into a dynamic leader. His leadership at P3 Technologies and other ventures highlights his commitment to innovation, strategic growth, and mentorship in the business community.

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Robert is a seasoned investor and operator with a robust background in merger and acquisition strategy. His roles have included serving as the Chief Investment Officer for L2L Capital, a Hong Kong-based family office, a portfolio manager for Monoceros Growth Fund, LP, a late-stage growth equity fund, and an Operating Partner at Clarke Capital Partners.

With over 20 years of investment experience, he has executed a full spectrum of strategic services, including mergers, acquisitions, divestitures, fundraising, investment management, and high-value business development transactions. He has deployed significant capital in more than 20 transactions with many successful exits including 3 in public offerings.

Before transitioning to investing, Robert co-founded and exited three of his own companies, including as President of the Center for Health and Human Performance where he was integral to the corporate development and fundraising efforts when the company acquired his Insured Capital Management business.

Professional Journey

Rob’s career includes significant roles in strategy and operations. He worked as an operating partner at Clarke Capital, focusing on the pet health market, leveraging his experience from founding CIS Ventures. As an operating partner he was CEO of several operating companies including P3 Technologies and Pet Assistant Holdings.

CIS Ventures
This investment advisory firm provided a full range of strategic services, including mergers, acquisitions, divestitures, fundraising, investment management, and high-value business development transactions. In this capacity, Rob served as the Chief Investment Officer for L2L Capital, a Hong Kong-based family office, and as portfolio manager for Monoceros Growth Fund, LP, a late-stage growth equity fund.

Leadership at Printfly
Robert served as President and Chief Operating Officer of Printfly, Inc., the largest private label custom printing company in North America. His strategic and operational leadership helped Printfly become one of the fastest-growing businesses in the e-commerce space from 2016 to 2019.

Insurance and Risk Management
Before joining Printfly, Robert’s career focused on insurance and risk management. He co-founded and served as President of One Hundred Years LLC, joining the executive team following the acquisition of Insured Capital Management, his previous business. He oversaw all aspects of the insurance operations and led corporate development and fundraising efforts for the One Hundred Years Group.

Early Career and Mentorship
Mr. Levin began his career with Principal Financial Group, working in product development and distribution roles. A Navy veteran and Harvard Business School graduate, Rob also mentors aspiring entrepreneurs and early-stage investors through the Ballard Academy for Student Entrepreneurs (BASE). Additionally, he served on the Board of Directors for Compass Philadelphia, a non-profit providing capacity building and pro-bono consulting services to other non-profit organizations.

Why I Want to Join the Collective

The years I spent building and leading businesses have given me invaluable, first-hand perspectives on the challenges facing managers and executives. At the same time that more and more people aspire to be entrepreneurs the skills needed to build and grow a significant company are becoming increasingly complex. This confluence of traditional and digital markets is disrupting traditional businesses and creating new opportunities in every industry.

I have navigated this path with many founders, managers and companies, and I am eager to share the insights and lessons I have been fortunate enough to acquire. Before being an operating partner in private investing, I was a founder and operator of my own businesses. My markets ranged from Fortune 50 corporations to middle-market clients. Through these experiences, I learned how to find opportunities and capitalize trends to stay ahead of the curve and adapt to fast-moving marketplace dynamics.

I am honored to share the benefit of my expertise in strategic investments, operations, and entrepreneurship with the group of future-forward thinkers that the Advisor Collective has assembled. Those of us with experience and insights have an incredible opportunity to collaborate to help management teams achieve their vision.

Advice to My Younger Self

Slow Down
In the early stages of my career, I often found myself rushing to achieve immediate success, sometimes at the expense of thoughtful planning and personal well-being. If I could offer advice to my younger self, it would be to slow down. Taking the time to assess situations and consider all possible outcomes is crucial. It allows for a more deliberate approach to decision-making and reduces the likelihood of burnout. Slowing down helps in maintaining a healthy work-life balance, which is essential for long-term success and happiness.

Think Long Term
I would also emphasize the importance of thinking long term. Early in my career, I was focused on quick wins and immediate results. However, prioritizing sustainable growth over short-term gains is vital. Long-term thinking allows for strategic decision-making that aligns with enduring goals and values, leading to more substantial and meaningful accomplishments. It’s about setting a vision for the future and consistently working towards it, even if the immediate rewards are not apparent.

Trust Your Instincts
Finally, trusting your instincts is crucial. Your intuition, shaped by experiences and insights, often guides you towards the best path, even when it diverges from conventional wisdom. Throughout my career, there were moments when following my gut feeling led to significant breakthroughs and successes. I would tell my younger self to have confidence in those instincts, as they are a valuable compass in navigating the complexities of both professional and personal life. Embracing this trust can lead to a more balanced, fulfilling, and successful career.