Ron Rich

Ron Rich

New York, United States
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Ron Rich

Ron Rich

New York, United States
Member since September 15, 2016
Ron has spent his career helping management teams leverage finance to strategically plan and drive operational improvement. With clients that have ranged from startups to billion dollar PE-backed companies, he has developed a deep expertise through his roles as an investment banker, management consultant, venture capitalist, and entrepreneur. Freelancing allows him to work with a wide variety of clients and to address pressing, relevant issues.
Ron is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Technology
Other Expertise
  • Bankruptcy & Insolvency
  • Data Analysis
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Fundraising
  • Investment Banking
  • Valuation
Employment
  • Corporate Finance Advisor
    Lucent Advisors
    2011 - PRESENT
    • Advised the management team of a SaaS provider on their business model. Helped the CEO and CFO mine, aggregate, and analyze data in order to evaluate marketing channels, and quantify customer acquisition cost and lifetime value of the customer.
    • Negotiated and raised over $200 million of private debt to finance mergers, as well as client working capital requirements.
    • Helped management teams think through the relationship among business drivers to construct projections that would be deemed reasonable by lenders and prospective buyers.
    • Coded software to automate the financial analysis of corporate clients—reducing modeling time from two weeks to two days.
    • Constructed financial models that were used to value client companies, raise capital, and negotiate company pricing with corporate buyers.
    Focus areas: Mergers & Acquisitions, Financial Planning & Analysis (FP&A), Capital Raising, Capital Structure Analysis, Financial Engineering, Comparable Company Analysis, Debt, Discounted Cash Flow (DCF), Due Dilligence, Data Analysis, Revenue & Expense Projections, Customer Lifetime Value, Valuation Modeling, Valuation Multiples, Three Statement Operating Model
  • Debt Investor | Restructuring Advisor
    New York Life Investments
    2007 - 2011
    • Restructured debt instruments in order to provide debtors breathing room to turn business around and service debt. Negotiated economic and legal parameters of governing documents.
    • Built financial models to analyze debtor fundamentals, accounting for macro trends, markets, competitors and end-markets.
    • Conducted valuation analyses to value debtor as well as its equity and debt securities.
    • Invested in secured bank debt and unsecured bonds of distressed companies.
    • Served on unofficial credit committees of distressed companies to facilitate out-of-court restructuring.
    Focus areas: Financial Planning & Analysis (FP&A), Data Analysis, Variance Analysis, Business Intelligence, Credit, Debt, Due Dilligence, Discounted Cash Flow (DCF), Debtor & Creditor Management, Revenue & Expense Projections, Financial Modeling, Investor Communications, Three Statement Operating Model, Valuation Modeling, Valuation Multiples, Private Credit, Capital Structure Analysis, Valuation
  • Management Consultant
    Phoenix Consulting
    1999 - 2003
    • Worked on-site with management teams to identify and correct root cause of profitability degradation and cash burn.
    • Negotiated with lenders to provide sufficient time to create and execute turnaround plan.
    • Led an accounting and finance function to establish infrastructure required to support accurate cash flow forecasts. Built financial models that aggregated divisional projections to forecast cash flow and debt service.
    • Coded a program to mine and analyze accounts receivable database in order to understand timing and magnitude of customer collections, which led to customer restructuring and vastly improved profitability.
    • Audited budgeting processes and controls to identify fraud in the C-suite.
    Focus areas: Financial Planning & Analysis (FP&A), Variance Analysis, Budgeting, Financial Benchmarking, Due Dilligence, Debtor & Creditor Management, Financial Engineering, Financial Modeling, Investor Communications, Three Statement Operating Model, Working Capital Management, Cost Reduction & Optimization, Profitability Analysis, Revenue & Expense Projections, Capital Structure Analysis
  • Founder | CEO
    Campus Contacts
    1992 - 2002
    • Founded a direct marketer of contact lenses.
    • Created the infrastructure to collect the data necessary to analyze the business model.
    • Mined and analyzed database to calculate customer acquisition cost and customer lifetime value.
    • Created and executed marketing plans to grow the business.
    • Hired and trained customer service and an in-field marketing sales force.
    • Built financial models to determine an unprecedented business model.
    • Installed information systems that addressed customer relationship management, marketing force compensation, and shipping and receiving.
    Focus areas: Financial Planning & Analysis (FP&A), Data Analysis, Pricing Analysis, Variance Analysis, Budgeting, Business Intelligence, Business Plan Development, Financial Benchmarking, Due Dilligence, Revenue & Expense Projections, Financial Modeling, Financial Reporting, Customer Lifetime Value, Market Research, Three Statement Operating Model, Working Capital Management, Cost Reduction & Optimization, Profitability Analysis, Financial Risk Assessment
  • Venture Capitalist
    SG Cowen Securities
    1997 - 1999
    • Invested equity capital in Series A and B fundraising rounds.
    • Partnered with startup management teams to construct business plans and projections for fundraising rounds.
    • Built granular financial models to due diligence prospective investments.
    • Conducted market and competitor research as well as pricing and go-to-market analyses.
    • Invested industries included social media, telecommunications, healthcare, and security.
    Focus areas: Financial Planning & Analysis (FP&A), Variance Analysis, Business Plan Development, Financial Benchmarking, Comparable Company Analysis, Capital Raising, Due Dilligence, Discounted Cash Flow (DCF), Revenue & Expense Projections, Financial Modeling, Venture Funding, Market Research, Three Statement Operating Model, Valuation Modeling, Valuation Multiples, Profitability Analysis, Financial Risk Assessment, Valuation
  • Investment Banker
    Bear Stearns & Co.
    1988 - 1990
    • Built financial models for private placements, leveraged buyouts, and financial restructurings.
    • Constructed new business development pitches.
    • Conducted valuation analyses.
    Focus areas: Financial Planning & Analysis (FP&A), Comparable Company Analysis, Due Dilligence, Discounted Cash Flow (DCF), Revenue & Expense Projections, Financial Modeling, Three Statement Operating Model, Valuation Multiples, Valuation Modeling, Fairness Opinion Reports, Capital Raising, Capital Structure Analysis, Valuation
Education
  • Master's degree in Real Estate
    New York University - New York, NY, USA
    2002 - 2004
  • Master's degree in Engineering
    University of Michigan - Ann Arbor, MI, USA
    1990 - 1992
  • Master's degree in Business Administration
    University of Michigan - Ann Arbor, MI, USA
    1990 - 1992
  • Bachelor's degree in Finance
    University of Pennsylvania - Philadelphia, PA, USA
    1984 - 1988
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