Rick Moreno
Private Investment Professional
- Role
- Principal & CFO at Kkm & Company
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Rick Moreno
Rick has worked with businesses and investors operating in a variety of industries including real estate, retail automotive, food & beverage, niche manufacturing and distribution. He has quarterbacked the logistics surrounding over a dozen unique transactions involving nearly 30 businesses and over $400 million in total non-inventory assets. His efforts on these fronts include valuation and upfront analysis to determine acquisition viability, coordination of due diligence efforts, arrangement and negotiation of financing terms, completion of regulatory and licensing items, oversight and coordination of efforts of legal counsel, negotiation of leases, and transaction execution. Following to these acquisitions, Rick has overseen the operations of many of these businesses providing services revolving around finance, personnel management, marketing, operations, facility construction, and other relevant matters. He has also been involved in the establishment of new businesses and the required work involved to that end. He has spearheaded such efforts as: the awarding of franchise/development rights, the procurement and acquisition of owner-user real estate acquisition, construction management, staffing of personnel, arrangement of financing, etc. Rick has also facilitated over $280 million in real estate transactions in the multi-family, retail, office and residential segments representing buyers and sellers throughout the state of Florida. He has also been involved in the management, development and refinancing of owner-user and investment real estate.
Experience
Principal & CFO
Jan 2012 — Present · Miami, FL, US
KKM & Company is a private investment firm that is actively engaged in the sourcing, acquisition and management of businesses in a variety of industries in the lower middle market. Proprietarily capitalized, the organization seeks to make control acquisitions of founder and family-owned businesses which it believes can benefit from its expertise in operations, finance, marketing, and management. The organization has a significant amount of investable capital and strong relationships in the lending community, allowing the group to be complete significant transactions in an effective and efficient manner.
Education
The Wharton School
Master of Business Administration
2010 — 2012
University of Notre Dame
Bachelor Of Business Administration
2003 — 2007
University of Notre Dame - Mendoza College of Business
Master of Science in Accountancy
2007 — 2008
Skills
- Strategic Planning
- Asset Management
- Portfolio Management
- Mergers
- Competitive Analysis
- Start-Ups
- Financial Reporting
- Strategic Consulting
- Management Consulting
- Valuation
- Acquisitions
- Investment Banking
- Epic Editor
- Business Strategy
- Finance
- Emerging Markets
- Corporate Finance
- Private Equity
- Acquistions
- Negotiating Fees
- Commercial Real Estate
- Mergers & Acquisitions
- Real Estate Transactions
- Entrepreneurship
- Corporate Development
- Capital Markets
- Party Favors
- Financial Services
- Business Development
- M&a Experience
- Real Estate
- Financial Analysis
- Investments
- Restructuring
- Financial Modeling
- Venture Capital
- Due Diligence
- Strategy
- Hedge Funds
- Accounting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.