August 2025 Summer Breakfast Series

Event Details

When:

August 7, 2025 8 AM EDT

Where:

Location Name

RSM/Northern Trust Building

Location Address

1001 Water Street
Tampa, FL 33602
United States

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Speakers

Rob Ashcroft

Northern Trust Wealth Management

Practice Lead, Busness Advisory Services

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans. He helps clients assess their options in the context of prevailing market conditions, industry trends, and the personal needs and preferences of the owners. He helps clients understand what potential buyers may demand and expect, as well as how to prepare their companies for the smoothest possible sale process. He can support owners as they select a suitable investment bank or mergers and acquisitions advisor.

Prior to joining Northern Trust, Rob was a middle-market investment banker for 16 years and advised on more than 200 transactions across the U.S. and Europe. Most recently he was with PwC in its investment banking group in Chicago for 10 years, having transferred from the London offices.

Before entering financial services, Rob was an engineer at BAE Systems. He is a qualified Chartered Accountant (FCA) and passed his FINRA Series 7 and 63 exams. He earned a bachelor of engineering degree, with honors, from the University of Bath, and is a member of the Institute of Engineering and Technology.

Andy Swanson

RSM

Partner, Washington National Tax

Andy Swanson has extensive experience providing tax consulting services to closely held companies and their owners. Having practiced public accounting since 2000, Andy’s primary focus is on various sectors of the service and consumer products manufacturing industries. In his current role at RSM US LLP, Andy is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

Experience

With specialized experience in the food manufacturing industry, Andy brings to his RSM clients an understanding of individual, flow-through taxation, and the U.S. transfer tax system that allows clients to minimize their tax liability while avoiding undue risk. Client goals are attained through understanding the goals of the business and tailoring specific solutions to help all parties meet their objectives.

A self-described history buff, Andy has also completed two triathlons.

Hosted by: ACG

Chapter

Tampa Bay