Rudy Barthelemy

Management Consultant | Investment Banker, Management Consulting

Hi, I'm Rudy Barthelemy, Management Consultant and Investment Banker

Rudy Barthelemy's Bio:

Rudy Barthelemy is a Management Consultant and Investment Banker. Rudy is a Consulting CFO at Early Growth Financial Services (EGFS) and a Director in Investment Banking at Keystone Capital Markets (KCM). Rudy has over 16 years of transaction and strategic consulting experience and has successfully advised on over $3.2 Billion of transactions with public and private Emerging Growth Companies.

 

Please contact me directly:

 

www.linkedin.com/in/rudybarthelemy

 

SELECT CLIENT ENGAGEMENTS:

 

- Faraday Future (2016) - Electric Mobility Company that plans to redefine the Automotive experience by delivering seamlessly connected electric vehicles and future mobility solutions (Startup)

 

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

 

- Brandify, Inc. (2015) - Multi-location Digital Marketing Technology Company

 

- Murad, Inc.(2013 - 2014) - Global Beauty and Skincare Company

 

- Radian Memory Systems, Inc. (2013) - Next Generation Flash Memory Software / Firmware Technology Company (Startup)

 

- American Apparel, Inc. (2013) - Manufacturer, distributor, and retailer of branded fashion apparel

 

- Velocify, Inc. (2011 - 2012) - Software as a Service (SaaS) provider of cloud-based lead management and sales automation software (Venture-backed)

 

- Telscape Communications, Inc. (2009 - 2010) - Hispanic-focused, CLEC telecommunications provider of landline, high-speed internet and wireless services (Private Equity-owned)

 

- One World Live, Inc. (2007 -2009) - Direct-Response Health and Wellness Consumer Products Company

 

TRANSACTION EXPERIENCE:

 

- $241 milloin refinancing of Senior Secured Credit Facilities for American Apparel, Inc., a manufacturer, distributor, and retailer of branded fashion apparel company

 

- $15 million Preferred Equity Series B venture capital financing for Velocify, Inc., VC-backed, Software as a Service (SaaS) provider of cloud-based lead management and sales automation software

 

- $70 million leveraged recapitalization of Cumming Group, to support the majority equity buyout by Long Point Capital

 

- $60 million leveraged recapitalization of Staffworks, Inc., to support the majority equity buyout by Roadlink USA, a Fenway Partners’ portfolio company

 

- $370 million of Senior Secured Credit Facilities to support the acquisition of Red Simpson Inc. by Pike Electric, Inc., a Lindsay Goldberg and Bessemer portfolio company

 

- $150 million of add-on Senior Secured Credit Facilities to support the dividend recapitalization of Pike Electric

 

- $235 million of Senior Secured Credit Facilities to support the leveraged buyout of Thomson Media, Inc. by Investcorp Investment Equity Ltd

 

- $325 million of Senior Secured and $226 million of Subordinated Credit Facilities to support the leveraged buyout of Culligan International Co. by Clayton Dubilier and Rice, Inc

 

- $170 million of Senior Secured Credit Facilities to support the post-IPO recapitalization of InfraSource, Inc., a Oaktree Capital Management, LLC / GFI Energy Ventures, LLC portfolio company

 

- $715 million of Senior Secured and $520 million of Subordinated Credit Facilities to support the leveraged buyout of VWR International, Inc. by Clayton Dubilier & Rice, Inc

Rudy Barthelemy's Experience:

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

    Early Growth Financial Services (EGFS) is an outsourced financial services firm that provides day-to-day accounting, strategic finance, CFO consulting services, tax, and valuation support to 18% of the venture-backed startups in the United States. Our mission at EGFS is to provide a completely integrated financial solution for emerging companies. Headquartered in the Bay Area, EGFS operates in Silicon Valley, San Francisco, Los Angeles, Las Vegas, Seattle, Austin, Boulder, Chicago, and New York City with 400+ small to mid-sized business clients nationwide. EGFS was ranked #13 in Silicon Valley Business Journals’ Fastest Growing Private Company Award for 2014. We are proud of this achievement and see it as proof positive that we provide an invaluable service to small businesses. 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,