- Advises CEOs and owners of middle-market technology and services firms on value directed strategies that include strategic acquisitions and growth funding
- Draws on senior operational and transaction experience in diverse sectors such as electronics, computer manufacturing, scientific and engineering professional services
- Counsels management teams on how corporate buyers and private equity firms will value their business and guides management on methods to increase their market value
- Organizes and conducts a competitive transaction process that increases the possibility of “outlier” results
Before beginning his investment banking career, Richard served in senior operational and executive roles in large technology companies and several early-stage ventures and turnarounds. This included buying and selling companies as a principal. These positions provided considerable first-hand experience from managing operations in Fortune 100 companies to managing and leading start-up and emerging growth companies.
Before becoming a business advisor, Richard was CEO of Anna Technology a company specializing in providing system solutions to the embedded market. Under his leadership, this $6 million company grew, organically and by acquisition, 45% annually to a $27 million run rate. Prior to Anna Technology, Richard was President of I-Bus, a designer, manufacturer and integrator of PC compatible computer platforms and systems for real-time commercial and industrial applications. Under his leadership, this $7 million company became a highly competitive enterprise growing organically 25% annually to a $34 million run rate.
Richard began his career in the computer industry with Control Data Corporation, a designer and manufacturer of high performance scientific computers, communications equipment and peripheral products. During this time, he held a variety of senior positions, including General Manager of the Computer Development Division and General Manager of the Communications Systems Division.
Richard holds a BS in Mechanical Engineering from Stevens Institute of Technology.