Rudy Barthelemy

Management Consultant | Investment Banker, Management Consulting

Rudy Barthelemy, Investment Banker & Management Consultant at RB FINANCE CONSULTING, LLC

Rudy Barthelemy's Bio:

RB FINANCE CONSULTING, LLC (RBFC) is a Management Consulting firm providing CFO, Interim-CFO, Strategic and Corporate Finance Advisory Services to Entrepreneurs and Emerging Growth companies. Mr. Barthelemy has over 16 years of transaction and strategic consulting experience and has successfully advised on over $3.6 Billion of transactions with public and private Emerging Growth Companies

 

Advisory engagements have included: transaction advisory and preparation; mergers and acquisitions analysis and execution; debt refinancing and restructuring; equity capital raising; strategic business planning; annual budgeting, forecasting and management reporting. Developed financial models, analysis and executive management/board presentations to support strategic transactions and financings. Identified, contacted and pitched new investors and lenders including high net-worth individuals, family offices, angel funds, venture capital and private equity firms. 

 

+1.415.523.RBFC (7232) | Silicon Valley & San Francisco

+1.310.299.0038 | Silicon Beach & Los Angeles

+1.917.732.7319 | New York

rbfinanceconsulting@gmail.com

 

Select Advisory Engagements:

- Faraday Future (2016-2017) Electric Mobility Company (Automotive)

- Westfield Corp (2016) World leading shopping center operator and developer

- Brandify (f.k.a. Where 2 Get It) (2015) Multi-location Digital Marketing Tech

- Murad, Inc (2013-2014) Global Beauty and Skincare Company (Sold to Unilever, 2015)

- American Apparel (2013) Manufacturer, distributor, and retailer of branded fashion apparel (Sold to Gildan, 2017)

- Velocify (2011-2012) Software as a Service (SaaS) provider of cloud-based lead management & sales automation software (Sold to Ellie Mae, 2017)

 

- TruConnect (f.k.a. Telscape Communications & Sage Telecom) (2009-2010) Hispanic-focused, CLEC telecommunications provider of landline, high-speed internet and wireless services (Wireline business segment sold to Blue Casa & Sage Telecom sold to Birch Communications, 2015)

Rudy Barthelemy's Experience:

  • Consulting CFO, Management Consulting at Early Growth Financial Services, Inc.

    www.earlygrowthfinancialservices.com

  • Director, Investment Banking at Keystone Capital Markets, Inc.

    Keystone Capital Markets is a preeminent Investment Bank that provides sophisticated M&A and financial advisory services to middle-market businesses. We offer our clients the expertise and capabilities of a large firm coupled with the attention and energy of a smaller, more entrepreneurial firm. With over two decades of investment banking and financial advisory experience, the Keystone team has completed hundreds M&A and capital raise transactions. Specialties: Mergers, Acquisitions, and Private Placements of Debt and Equity. www.keystone-cap.com

  • Managing Director, Management Consulting at RB Finance Consulting, LLC

    RB Finance Consulting (RBFC) is a Management Consulting firm providing CFO, Interim-CFO, Strategic and Corporate Finance Advisory Services to Entrepreneurs and Emerging Growth companies. Advisory engagements have included: transaction advisory and preparation; mergers and acquisitions analysis and execution; debt refinancing and restructuring; equity capital raising; strategic business planning; annual budgeting, forecasting and management reporting. Developed financial models, analysis and executive management / board presentations to support strategic transactions and financings. Identified, contacted and pitched new investors and lenders including commercial banks, private equity, mezzanine and venture capital firms. www.rudybarthelemy.com

  • Senior Analyst, Investment Banking at Barclays Capital, Inc.

    North American Leveraged Finance and Financial Sponsors Group.

  • Research Associate, High Yield & Distressed Debt at Miller Tabak Roberts Securities, LLC

    Fixed income investment research coverage of high yield, distressed debt, convertibles and bank loans. Industries covered: wireless telecommunications, semiconductors, consumer products, chemicals, energy, oil & gas, metals, airlines.

  • Analyst, Investment Banking at Morgan Stanley

    Mergers, Acquisitions & Financial Restructuring Group (Financial Institutions)

  • Summer Analyst, Investment Banking at Bear, Stearns & Co., Inc.

    Telecommunications & Media Group

Rudy Barthelemy's Education:

  • University of Pennsylvania

    B.A., Economics, cum laude
    Concentration: Finance, Management
    Activities: Varsity Track & Field, Cross Country, Sprint Football

Rudy Barthelemy's Interests & Activities:

Entrepreneurship, Running, Traveling, Cooking,