Industry Expertise

Biography

Rich has worked in the investment banking industry since 1995. He advises owners and management teams who wish to address liquidity and growth alternatives for shareholders and corporations. Rich’s merger and acquisition assignments include the sale of businesses, acquisitions, recapitalizations, and management buy-outs. His corporate finance experience includes arranging private equity and debt capital to finance internal growth and acquisitions.

Prior to joining Moss Adams, Rich was a senior vice president with Friedman, Billings, Ramsey & Company (FBR), a publicly owned investment bank, where he managed merger and acquisition and corporate finance assignments for public and private businesses. He was previously a director with Trenwith Securities, a boutique investment bank, where he assisted middle-market companies in arranging private equity and debt capital as well as buy-side and sell-side assignments. Earlier in his career Rich was a senior vice president with NationsBank, where he managed the western United States region and was the bank’s liaison to their capital markets group.

Selected Speaking Engagements

  • Successful Business Exits: Process, Execution, and Economics
    (Pepperdine Law School, March 2016)
  • Taking Your Brand to the Next Level: Licensing, Celebrity Branding, and Protecting It All
    (MAGIC Trade Show, February 2016)

Education

  • BA, finance and economics, Ohio State University
  • MBA, Pepperdine University