Richard Phillips in

Richard Phillips

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Managing Director at Oberon Securities, LLC
📍 Washington DC-Baltimore Area, United States

Richard Phillips is the Senior Partner and Co-Founder of Crossroads Capital, LLC, specializing in M&A advisory and corporate finance. With extensive experience in sectors like IT Services, Defense, and Cybersecurity, he holds a Master of Science from The Johns Hopkins University and has Series 7 and 82 certifications.

He appears to be passionate about supporting military personnel, highlighting opportunities with companies that focus on the "warfighter during and after service. " His professional interests also align with major defense contractors like Raytheon and Northrop Grumman.

He has experience working on macroeconomic modeling and research for the International Monetary Fund.

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Experience
20 Years
Current Role
Managing Director
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

M&A Advisory
As a Senior Partner and Co-Founder at an M&A advisory firm, he focuses on deal structuring, leveraged buyouts, and private placements for middle-market businesses.
GovCon Sector
He recently participated in and promoted a webinar specifically exploring ESOPs as an exit alternative for companies within the Government Contracting (GovCon) space.
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Career

Work history

1-2018 - 3-2023
Managing Director
Oberon Securities, LLC
3-2017
Senior Partner & Co-Founder
Crossroads Capital, LLC
1-2011 - 3-2017
Founder & Managing Director
PhillCap Advisors
1-2011
Senior Partner & Co-Founder
Crossroads Capital, LLC
1-2009 - 12-2010
Director/VP
Taylor Companies
In the press

Media appearances

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Education
2003 - 2005
Master of Science (MS)
The Johns Hopkins University
1994 - 1998
AB
Lafayette College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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