Blue River Financial Group
Rich Phillips is a seasoned professional in investment banking and technology management, currently serving as Managing Director at Blue River Financial Group since August 2021, where responsibilities include advising clients on Mergers & Acquisitions and coordinating due diligence. Previously, as Chief Operating Officer at PatientNOW, Rich led initiatives to enhance revenue and operational performance in preparation for an exit-through-acquisition strategy, collaborating closely with the CEO. In a prior role as Managing Partner at ServingIntel, Rich established a new territory and managed P&L while leading a sales and implementation team. Rich began their career at Retail Data Systems, where a successful tenure as Account Executive led to a promotion to Director of Operations, overseeing large-scale implementations and leading a team. Rich holds a Bachelor of Science degree in Electronics and Communications Engineering from ITT Technical College.
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Blue River Financial Group
Blue River Financial Group is a merger and acquisition advisory firm that delivers advanced transactional guidance to middle-market clients. Blue River assists corporations, private equity groups, and individuals with the following primary services: • Buy-Side Representation - Blue River assists highly acquisitive entities in developing and executing national and international M&A strategies. Our teams enable clients to refine investment theses through advanced industry and target research. We also prepare outreach materials and directly communicate with identified targets, delivering steady streams of proprietary deal flow to clients. • Sell-Side Representation - Blue River represents private companies through market-making processes designed to preserve confidentiality while promoting price competition among the best financial and strategic buyers. We share deep M&A knowledge with owners so they can make confident, regret-free transaction decisions. Our team uses sophisticated algorithms to identify the most suitable transaction options based on ownerships’ needs and motivations. • Valuations - Blue River specializes in transaction valuations. Our certified Valuation Analysts incorporate sophisticated methods used by professional acquirers, lenders, and business appraisers to produce realistic valuation ranges. When owners understand how real buyers and lenders analyze private business values, their selling decisions improve. Blue River operates in North America, Australia, EU, and UK from locations in Detroit, Pittsburgh, and Denver.