“Growth-Driven Strategy, Grounded in Financial Precision.”

Tobias Blumberg is a rising force in the world of mergers and acquisitions, real estate investments, and private equity strategy. With eight years of professional experience and a sharp focus on business evaluation, financial modeling, and integration strategy, Tobias has built a reputation as a versatile operator and trusted dealmaker. Currently completing his MBA at the prestigious McCombs School of Business at The University of Texas at Austin, Tobias blends academic excellence with hands-on leadership experience, positioning him as a valuable strategic asset for any organization poised for growth or transformation.

A native of Pennsylvania, Tobias launched his academic journey with a Bachelor of Arts in Economics from Connecticut College, where his early interest in financial systems and business structures took root. From there, he swiftly entered the financial services sector, beginning at the National Futures Association in New York as a Compliance Examiner, before moving to Sionic Advisors in Boston from 2017–2018, where he transitioned from the financial regulation sector into a consulting role to assist a banking client with a compliance-related project. After that engagement concluded, he joined JPMorgan Chase & Co. in Plano, TX, where he worked from 2018–2021. He quickly rose through the ranks, starting in client onboarding and compliance, and eventually becoming a Project Manager, leading high-impact reporting initiatives and collaborating with front-office teams to ensure regulatory compliance and operational efficiency. These early roles sharpened his attention to detail and cultivated a holistic view of complex financial environments.

Tobias’s analytical rigor and passion for business improvement led him to boutique consultancy Sionic Advisors in Boston. There, he helped a global bank client build a regulatory-compliant contract counterparty database to meet Federal Reserve requirements. This work exposed him to the intricacies of capital markets, enhancing his fluency in cross-functional communication and data-driven decision-making. His ability to dissect challenges and implement actionable solutions became a defining feature of his professional style.

In 2021, Tobias entered the private equity space, joining Waterlogic USA, a water filtration company backed by institutional investors. As a Senior Analyst in M&A Integrations, he played a key role in the execution and assimilation of 15 acquisitions, ranging in size up to $900 million. He orchestrated due diligence efforts, conducted on-site assessments, and developed integration reporting for management. His diligence and communication acumen directly contributed to improvements in collections and customer retention across newly acquired entities.

Tobias currently serves as M&A Manager at RecNation RV & Boat Storage, a rapidly growing, private equity-backed platform with over 70 properties. At RecNation, Tobias has led the sourcing, underwriting, and acquisition of more than 25 properties. He is instrumental in preparing financial models and presenting opportunities to the CEO and investors, focusing on deals in the $2 million to $30 million range. Notably, he devised a property tax strategy that saved the company over $140,000, a framework now adopted across all future acquisitions. His contributions go beyond the deal pipeline—he also leads asset management reporting, providing performance analysis and yield optimization insights to senior leadership.

Beyond his core responsibilities, Tobias has taken on strategic projects that demonstrate his broader leadership potential. As a Project Lead for a consulting engagement with Infosys Knowledge Institute, he advised on enhancing AI thought leadership by benchmarking content strategy across the sector. The client implemented his recommendations to scale content and improve competitive positioning, validating his ability to make an impact even outside traditional finance and real estate domains.

Tobias is known for his strategic mindset, analytical depth, and ability to translate complex data into meaningful insights. His leadership is underpinned by a growth-oriented philosophy—he is continuously looking for ways to optimize operations, increase returns, and support sustainable business expansion. Whether guiding a post-acquisition integration or modeling long-term development scenarios, Tobias remains committed to delivering value at every stage of the investment lifecycle.

With a personal interest in hockey, travel, and culinary exploration, Tobias brings a dynamic, well-rounded perspective to both life and leadership. His international exposure includes time in Brazil and intermediate proficiency in Spanish, equipping him to engage in global business environments. He is a member of the Texas Real Estate Commission and is actively expanding his professional network as he completes his MBA. His decision to pursue board service stems from a desire to leverage his business acumen and newly acquired academic insights to support organizations in reaching their next stage of growth.

Tobias views board service as both a privilege and an opportunity. He is eager to bring his M&A expertise, financial diligence, and operational insight to advisory roles that require strategic input, risk management, and long-term vision. With a proven track record and a collaborative spirit, he is exceptionally positioned to contribute to boards seeking guidance through growth, acquisition, or operational transition.

Character:
Tobias demonstrates integrity and accountability in every facet of his work, from managing multimillion-dollar acquisitions to mentoring cross-functional teams. He is driven by a strong sense of purpose and a commitment to doing what’s right for the business and its stakeholders.

Knowledge:
With a foundation in economics and an MBA in progress, Tobias applies deep financial and strategic knowledge to complex business challenges. His experience spans private equity, compliance, and integration—providing him with a well-rounded lens through which to evaluate business value.

Strategic:
Tobias thinks several steps ahead, anticipating market shifts and crafting acquisition models that withstand scrutiny and evolve with scale. His initiatives have consistently produced measurable returns, underscoring his ability to balance immediate wins with long-term planning.

Communication:
He is an articulate communicator who presents sophisticated financial concepts to CEOs, investors, and partners with clarity and impact. His ability to simplify complexity makes him an effective advisor, collaborator, and decision influencer at all levels of an organization.