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Rich Phillips

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Managing Director at Blue River Financial Group
📍 Parker, Colorado, United States

Rich Phillips is a Managing Director at Blue River Financial Group, specializing in middle-market M&A. He leverages his background as a COO in the SaaS industry and holds certifications as a CM&AP and Lean Six Sigma Black Belt. Colleagues describe him as knowledgeable and insightful with a unique approach to problem-solving.

He successfully prepared a technology company for its exit-by-acquisition, leading initiatives that significantly boosted its year-over-year growth and profitability.

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Experience
28 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Parker, Colorado, United States
Personality Overview

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Decision Approach
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Priorities

Topics Rich cares about

Middle-Market M&A
Advises business owners on the full scope of capital and transaction options available in the private capital markets, focusing on mid-sized companies.
SaaS Operations
As a former COO for a SaaS company, he has direct experience boosting revenue, profitability, and operational performance to prepare for a strategic exit.
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Career

Work history

4-2022
Managing Director
Blue River Financial Group
8-2021 - 4-2022
Director
Blue River Financial Group
2-2018 - 12-2020
Chief Operating Officer (COO)
PatientNOW
5-2016 - 2-2018
Managing Partner
ServingIntel
4-2000 - 5-2016
Director of Operations
Retail Data Systems
In the press

Media appearances

Promotion Announcement: Chris Caron, Rich Phillips, Josh Baran and Kyle Rutz. Featured in Blue River Financial Group (goblueriver.com)
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Rich Phillips, Jeff Welch and Will Morrison Join Our Team - Blue River. Featured in Blue River Financial Group (goblueriver.com)
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Education
Bachelor of Science
ITT Technical College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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