Rick Schwartz Email & Phone Number

La Jolla, Ca

Schwartz Advisors specializes in M&A support and organizational consulting for the auto aftermarket.www.schwartzadvisors.com | 858.768.2623 Schwartz Advisors (SA) is a team of auto aftermarket experts who bring operating experience, proven expertise and strong industry connections to M&A advisory and management consulting projects for mid-market automotive aftermarket companies, private equity firms and other transportation industry investors. SA leads business owners… Show more Schwartz Advisors specializes in M&A support and organizational consulting for the auto aftermarket.www.schwartzadvisors.com | 858.768.2623 Schwartz Advisors (SA) is a team of auto aftermarket experts who bring operating experience, proven expertise and strong industry connections to M&A advisory and management consulting projects for mid-market automotive aftermarket companies, private equity firms and other transportation industry investors. SA leads business owners, management teams and investors through strategic planning and capital market transactions helping them make well informed decisions faster and more confidently.To date, SA has played an instrumental role as buy-side advisor to private equity firms, sell side advisor to business owners and trusted advisor to aftermarket company CEOs and senior executive teams including: → As sell side adviser, developed a successful strategy that lead to the sale of $25M import automotive parts warehouse distributor to a publicly traded automotive aftermarket company.→ As sell side adviser, developed a successful strategy that lead to the sale of an automotive parts warehouse distributor to a publicly traded automotive aftermarket company.→ Advised private equity firm as buy side advisor on the successful acquisition of a leading automotive parts manufacturing company.→ Advised leading UK manufacturer of high performance automotive parts on strategies to enter the U.S. automotive aftermarket.→ Advised private equity firm as buy side advisor on the successful acquisition of a $150M automotive parts company.SPECIALTIES → Mergers and Acquisitions→ Strategic Planning→ Distribution Channel Analysis→ Growth Strategy Analysis→ Sales and Marketing Strategy/Execution→ Branding & Positioning→ Competitive Analysis→ Market Assessment→ Preparation for Exit and/or Successful Sale Show less

San Diego, Ca

Recruited to revitalize and refresh the IDEA brand, drive relevancy in audience appeal and expand the network of corporate partners, sponsors and advertisers. Assessed operations, developed business plan, and launched successful turnaround strategy. IDEA Health & Fitness is the leading resource for fitness and wellness professionals. → Extended brand awareness into new channels of distribution. → Restructured operations and streamlined organization during period of rapid growth… Show more Recruited to revitalize and refresh the IDEA brand, drive relevancy in audience appeal and expand the network of corporate partners, sponsors and advertisers. Assessed operations, developed business plan, and launched successful turnaround strategy. IDEA Health & Fitness is the leading resource for fitness and wellness professionals. → Extended brand awareness into new channels of distribution. → Restructured operations and streamlined organization during period of rapid growth, including improved financial reporting. → Implemented aggressive sales, marketing and communications initiatives that grew revenues and net income, and increased membership and trade show attendance → Created work culture that positioned team members to deliver exceptional results. Show less

San Diego, Ca

Co-founded management consulting business that delivered customized solutions to meet client’s sales, marketing and strategic planning needs. Led new business development and project analysis/management efforts. Successes included… → Turned around chain of eight spas by reorganizing company operations, restructuring debt, and implementing a new marketing plan.→ Implemented new sales distribution strategy for a consumer electronic product manufacturer that grew sales in mass… Show more Co-founded management consulting business that delivered customized solutions to meet client’s sales, marketing and strategic planning needs. Led new business development and project analysis/management efforts. Successes included… → Turned around chain of eight spas by reorganizing company operations, restructuring debt, and implementing a new marketing plan.→ Implemented new sales distribution strategy for a consumer electronic product manufacturer that grew sales in mass merchandiser retail accounts.→ Expanded distribution network and grew sales by identifying new distribution and licensing opportunities for a publisher of educational materials. → Decreased manufacturing costs through process improvement recommendations for an injected plastic molding factory. Show less

Carlsbad, Ca

Led new product development, from concept to launch, generating multimillion-dollar revenue growth for this sports collectibles manufacturer. Cultivated channel specific marketing programs resulting in revenue and profit increase.

Glendale, Ca

Managed multimillion-dollar product portfolio for the world's leading Nutrition, Health and Wellness company. including confectionery and dessert products, sauces and gravies, and specialty seasonings.

San Francisco, Ca

Responsible for new product development, product buying, advertising, vendor negotiations, and new product development for one of the nation’s premier omnichannel retailers. Oversaw merchandising, recruiting, hiring, sales training and other personnel functions. 95 direct reports including eight executives.

Mba, Management/Finance, Academic Fellowship In Marketing

Bachelor Of Arts, International Relations