Managing Director
Current
Apr 2022 - Present
AeroLeads people directory · profile
Rich Phillips Email & Phone Number
Managing Director, Middle Market M&A Advisor, CM&AP
at
Blue River Financial Group
1 work email found
@goblueriver.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Middle Market M&A Advisor, CM&AP
Location
Parker, Colorado, United States
Who is Rich Phillips? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rich Phillips is listed as Managing Director, Middle Market M&A Advisor, CM&AP at Blue River Financial Group, based in Parker, Colorado, United States. AeroLeads shows a work email signal at goblueriver.com and a matched LinkedIn profile for Rich Phillips.
Rich Phillips previously worked as Managing Director at Blue River Financial Group and Director at Blue River Financial Group. Rich Phillips holds Bachelor Of Science, Electronics And Communications Engineering from Itt Technical College.
Company email context
Email format at Blue River Financial Group
This section adds company-level context without repeating Rich Phillips's masked contact details.
{first_initial}{last}@goblueriver.com
86% confidence
AeroLeads found 1 current-domain work email signal for Rich Phillips. Compare company email patterns before reaching out.
Profile bio
About Rich Phillips
Our team advises business owners on the full realm of capital and transaction options available in the private capital markets and recommends appropriate solutions based on owners’ driving motivations and needs.I credit my career wins with my ability to start from a place of positivity and possibility. Only by exploring all available options can we select the clearest, most effective path forward.I visualize a bright future and get fellow executives and the teams I lead on board with a strategic direction that supports prosperous, sustainable organizations with products and services that delight customers.Core Competencies:• SaaS • Sales & Business Development• Strategic Planning • P&L Accountability • Mergers & Acquisition• Business Transformations• Product Management • Customer Success • Continuous Improvement• Electronic Payments• Project Management • Quality Improvement • Team Building & Leadership
Listed skills include Account Management, Solution Selling, Direct Sales, Pos, and 46 others.
Current workplace
Rich Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Rich Phillips work experience
A career timeline built from the work history available for this profile.
Director
- Middle Market Investment Banking Firm headquartered in Michigan with transaction values typically ranging from $1M to $100M.Strategically advise clients on Mergers & Acquisitions/Corporate Development opportunities.
- Strategically partner and advise clients in the Consumer Products, Manufacturing, Business Services, Life Sciences, Software, Transportation, Utility Infrastructure, and Distribution industries to identify business.
- Develop, identify and convert acquisition targets to potential sellers (owners and CEO’s).
- Leverage strong operational and strategic leadership experience to develop and build strong relationships with prospective companies’ CEOs and owners by becoming their trusted advisor.
- Due to subject matter expertise, coach other team members on private equity and acquisition process.
Aug 2021 - Apr 2022
Chief Operating Officer (Coo)
- I came on board to help this technology company prepare for its exit-by-acquisition strategy by leading efforts to boost revenue, profitability, and operational performance. Working closely with the CEO and VP of.
- ️ Grew revenue 40% and EBITDA 25% for three consecutive years to support successful sale.
- ️ Increased average revenue per account (ARPA) 50% and new logo acquisition 33%.
- ️ Raised overall net promoter score (NPS) from -20 to +55 and transaction NPS from 10 to 87.
- ️ Accelerated implementation timeline 50% and improved upgrade and version management efficiency.
- ️ Recruited top product management talent which spurred migration from waterfall to agile development practices.
Feb 2018 - Dec 2020
Managing Partner
- I was recruited to build and lead a new six-state territory for this point-of-sale and payment processing solution provider. Fully accountable for P&L, budgeting and forecasting, operational performance, and customer.
- ️ Grew new territory from zero to second-largest in size and revenue (out of 14) in just one year.
- ️ Onboarded 35 clients in first three months in brand-new market.
- ️ Led team to produce $750K in revenue from expansion sales through product upselling strategy and incentives.
- ️ Championed culture of continuous improvement and innovation that improved customer satisfaction and retention.
- ️ Forged alliances with vendor and association partners and promoted team training to build lead and referral pipeline and enhance sales effectiveness.
May 2016 - Feb 2018
Director Of Operations
- After three consecutive years of success as an account executive, I earned a promotion to lead operations and a 48-member team in the western market. I also directly oversaw large-scale implementations of our.
- ️ Led transition from licensing and support model to recurring-revenue SaaS model to deliver 25% YOY growth and attain 92% client retention.
- ️ Trimmed labor costs 13% through department restructure and policy and procedure implementation.
- ️ Launched new customer relationship management (CRM) platform to decrease inventory and operating expenses while improving data accuracy and team efficiency.
Apr 2000 - May 2016
Account Executive
Increased sales 250% over prior year. Earned vendor recognition for exceeding sales quotas four consecutive years. Won ‘Nation’s Largest Sale’ award.
Jan 1997 - Apr 2000
1 education record
Rich Phillips education
-
Itt Technical College
FAQ
Frequently asked questions about Rich Phillips
Quick answers generated from the profile data available on this page.
What company does Rich Phillips work for?
Rich Phillips works for Blue River Financial Group.
What is Rich Phillips's role at Blue River Financial Group?
Rich Phillips is listed as Managing Director, Middle Market M&A Advisor, CM&AP at Blue River Financial Group.
What is Rich Phillips's email address?
AeroLeads has found 1 work email signal at @goblueriver.com for Rich Phillips at Blue River Financial Group.
Where is Rich Phillips based?
Rich Phillips is based in Parker, Colorado, United States while working with Blue River Financial Group.
What companies has Rich Phillips worked for?
Rich Phillips has worked for Blue River Financial Group, Patientnow, Servingintel, and Retail Data Systems.
How can I contact Rich Phillips?
You can use AeroLeads to view verified contact signals for Rich Phillips at Blue River Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Rich Phillips attend?
Rich Phillips holds Bachelor Of Science, Electronics And Communications Engineering from Itt Technical College.
What skills is Rich Phillips known for?
Rich Phillips is listed with skills including Account Management, Solution Selling, Direct Sales, Pos, Sales Operations, Team Building, New Business Development, and Sales Process.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial