Beechwood Capital was founded in 2003 by a team of seasoned investment banking professionals with over 35 years of experience each. Work directly with "Middle-Market" owners and entrepreneurs interested in financing or selling their businesses:
• Assess the best pathway forward and analyze the strategic implications of a transaction
• Facilitate the process from strategy to execution
• Structure and manage the transaction to maximize value for all key stakeholders
They offer the best of both worlds: experience and expertise of much larger investment bank with unyielding senior dedication, typical of a smaller firm. Primary objective is to help maximize the return on a transaction with high levels of customer satisfaction. Agnostic and independent input/advice, offering what is most appropriate for the individual transaction.
Richard Conroy:
30+ years in investment and commercial banking and financial consulting. Led and executed numerous complex leveraged transactions. Co founded Beechwood’s predecessor, The Rockland Group, in 2003. Managing Director at Millburn Capital Group and Amper Investment Banking. Previously at Dresdner Kleinwort Wasserstein as head of the NY Leveraged Finance Group. Registered with FINRA as a General Securities Principal (Series 7, 63, 27, 79 and 24 licenses).
rconroy@beechwoodcapitaladvisors.com
Scott Rothman:
20+ years of banking, capital markets, and consulting experience. Joined Beechwood in March, 2019. Co-founded JFD Securities in 2002 (sold in 2016), a registered broker-dealer, providing option trading strategies and derivative execution to global hedge funds, asset managers, and mutual funds. Previously held management, sales and investment positions in several companies in digital assets and blockchain, fintech, healthcare, gaming, foreign exchange and real estate industries. Holds FINRA Licenses: Series 4, Series 7, Series 24, Series 55 and Series 63.
srothman@beechwoodcapitaladvisors.com
www.beechwoodcapitaladvisors.com
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