Richard A.

Evaluator
DISC Type : dsc

Vice-Chairman at ASU Institute for Advanced Health Technology.

West Palm Beach, Florida, United States

Overview

Richard is a Partner at Merivel Capital Alliance with over 35 years of experience, including a tenure as Managing Director at Morgan Stanley. He specializes in originating and introducing investments in innovative technology, healthcare, and AgriTech companies. He holds a BA from the University of Leeds and a certificate in Private Equity from Columbia Business School.

Outside of finance, Richard is an accomplished filmmaker and producer. People who have worked with him describe him as a "talented" and "skilled" filmmaker with a keen sense of style and humor. He is passionate about storytelling and bringing creative projects to life.

Unique fact: Richard is the producer of an award-winning feature film, "DOGS LIE, " and an award-winning documentary, "PLUCK. "

Personality Overview

Thorough Evaluator

Quality Focused

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Venture Investing
His role at Merivel Capital Alliance focuses on raising capital for innovative companies and introducing niche strategies to a global network of investors.
Breakthrough Technologies
He has a stated focus on supporting companies that develop scalable solutions and breakthrough technologies in sectors like healthcare, AgriTech, and climate change.
Blockchain in Finance
He actively comments on the impact of blockchain and tokenization, anticipating significant margin compression for the traditional banking sector.

Media Appearances

Richard has no verified media appearances

Work History

1-2024
Vice-Chairman at ASU Institute for Advanced Health Technology.
9-2023
Partner at Merivel Capital Alliance
4-2020 - 10-2024
Co-Founder / Partner at Danko Holdings llc
6-2015 - 11-2019
COO at KBioBox llc
6-1986 - 5-2003
Managing Director at Morgan Stanley

Education

1976 - 1980
BA (Hons) from University of Leeds
10-2020 - 12-2020
CERT. Private Equity from Columbia Business School Executive Education

More Information

Social Presence :

Prographics :

Exp : 27 Location : West Palm Beach, Florida, United States Job Level : N/A Designation : Vice-Chairman at ASU Institute for Advanced Health Technology.
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Richard

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Richard take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Richard

Personality Compatibility


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