KKM & Company
Rick Moreno is an accomplished finance professional with significant experience in leadership roles across various sectors. Currently serving as Principal and CFO at KKM & Company since 2012, Rick specializes in sourcing, acquiring, and managing businesses in the lower middle market, focusing on founder and family-owned enterprises. Previously, Rick held the position of Chief Financial Officer at Codina Partners, a notable real estate development firm, from 2023 to 2025. As a co-founder and Managing Partner at Sea Grove Realty from 2013 to 2023, Rick played a pivotal role in expanding the firm and advising on over $500 million in real estate transactions. Early career experience includes roles at Pernod Ricard in Multicultural Marketing and as a Consultant/Associate at Deloitte. Rick holds an MBA from The Wharton School, a Master of Science in Accountancy from the University of Notre Dame, and a Bachelor of Business Administration from the same institution, complemented by foundational education at Belen Jesuit Preparatory School.
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KKM & Company
KKM & Company is a private investment firm that is actively engaged in the sourcing, acquisition and management of businesses in a variety of industries in the lower middle market. Proprietarily capitalized, the organization seeks to make control acquisitions of founder and family-owned businesses which it believes can benefit from its expertise in operations, finance, marketing, and management. The organization has a significant amount of investable capital and strong relationships in the lending community, allowing the group to be complete significant transactions in an effective and efficient manner.