Rick Marchese

Bio

Rick Marchese (Director, Head of Corporate Finance) is an experienced Wall Street and Silicon Valley investment banker having executed over 50 transactions in excess of US$10 billion in aggregate value. His expertise includes capital raising and M&A advisory assignments for a wide range of public and private clients.


Previously, Rick served as a senior banker at Deutsche Bank and Merrill Lynch. He began his investment banking career at Donaldson, Lufkin & Jenrette (subsequently acquired by Credit Suisse).
He is a Chartered Alternative Investment Analyst (CAIA) and is a member of The Family Firm Institute and The Association of Insolvency and Restructuring Advisors.

M&A Experience

Functional Expertise

  • Corporate Finance

Academic Background

The University of Chicago Booth School of Business MBA

United States Naval Academy
BS

Programs

Courses Taught

  • Finance & Valuation
  • Essentials of M&A

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