Jeffrey Rich

Jeff Rich has fifteen years’ experience in buying and selling companies across a variety of industries and markets.

  • Jeffrey Rich
    Jeffrey Rich CFA, Partner, M&A Advisor

    Jeff is an experienced M&A professional with 6 years as an M&A Advisor. As a CFA Charter holder (Chartered Financial Analyst) with FINRA licensed broker, Jeff is well versed in the intricacies of financial markets, and the particular challenges business owners face as they look to maximize the value of their business. He is also a business owner who has bought and sold his own companies profitably, and prior to working in M&A was a hedge fund trader.

    Direct Line: (860) 818-6064