Ricky Panchana

As a Capital Strategist with experience spanning over two decades, I specialize in helping businesses scale and thrive through tailored strategic growth solutions. I work with lower middle market companies to identify growth opportunities, secure strategic capital, and optimize their operations.

With a focus on growth capital, I build and manage relationships with C-level executives, helping them navigate the commercial financing process and supporting them in their goals to achieve sustainable growth. I am driven by the goal of helping my clients unlock their full potential, both through strategic financing and implementing technology-driven solutions that streamline operations.

In addition to my finance expertise, I am increasingly focused on M&A planning and AI-driven solutions, seeking opportunities to help businesses capitalize on strategic acquisitions and improve their operational efficiency through automation.

Key Strengths:

★Expertise in growth capital and financial structuring.

★Proficient in outbound sales strategies, deal closure, and client relationship management.

★Passionate about M&A, helping businesses scale through strategic acquisitions.

★Experienced in leveraging AI and automation to optimize business processes and improve overall efficiency.