Professional Biography:

Rich Tomkins

Financial Services Business Development Leader

With over 35 years in financial services business development, Rich's passion for investing started early. In 1982, he began managing his personal portfolio, sparking a lifelong interest in finance.

His career launched on Wall Street with Donaldson, Lufkin & Jenrette in 1990, where he specialized in providing growth capital solutions to companies, including high-yield securities, leveraged recapitalizations, M&A, and going-private transactions.

Rich's global perspective stems from working with clients across Europe, Asia, and the Americas. His fluency in Spanish, honed during a semester abroad in Madrid, and regular work from Menorca, Spain, underscore his international experience.

Rich's approach centers on hands-on, end-to-end expense management and financing solutions tailored to each client. His expertise spans the credit spectrum, encompassing revolving and term loan facilities, leases, rentals, and consumption-based financing.

Key Client Focus:

• Pharmacy Spend Management Platform: Through our exclusive partnership with MedRx, a leading Pharmacy Spend Management platform, we empower middle-market PE-sponsored portfolio companies and their acquisition targets to unlock significant savings.

Our complimentary Pharmacy Spend Evaluation provides:

• Same-week insights: Patented AI-enhanced analysis and utilization tools deliver rapid analysis, immediate recommendations, leading to Day 1 reductions in Pharmacy Spending across all PortCo’s in your Funds.
• Meaningful reductions: Identify and implement strategies to achieve substantial cost savings.
• Proven success: Our partnership with MedRx has generated a minimum 20% reduction in Pharmacy spend for major PE firms like Blackstone, KKR, Apollo, and Carlyle.

Contact us today for a complimentary Pharmacy Spend Evaluation and discover the untapped EBITDA lift potential within your portfolio companies and acquisitions in due diligence, as well as future bolt-on additions to your Platforms.

We also provide working capital and long-term financing solutions to five primary types of clients.

• Rapidly growing young companies: Securing non-dilutive growth capital that traditional regulated commercial banks cannot provide.  This eliminates the need to turn to MCA’s or other forms of ultra-expensive short term working capital.
• Venture-backed firms: Scaling without equity dilution, utilizing working capital solutions.
• OTC Publicly Listed companies: Accessing immediate working capital for restructuring or reorganization.
• Private Equity (PE) Sponsored platforms: Financing roll-up or bolt-on acquisitions in a tight lending environment.
• Family/Founder-Managed companies: Monetizing businesses via exits to PE-sponsored platforms or recapitalizing balance sheets for owner dividends.

Industry Expertise:

Rich's experience spans diverse industries, including those facing challenges like high leverage ratios, stringent interest coverage ratios, or specific industry profiles (e.g., O&G, firearms, high-growth with negative EBITDA).

As a trusted advisor to Family Owners/Heirs, CFOs and Boards, Rich navigates change and complex financial situations, providing strategic guidance on prudend working-capital and long-term financings, restructurings and recapitalizations.

Education:

• B.A. (cum laude) from Washington & Lee University #GoGenerals
• MBA from UNC-Chapel Hill - Kenan-Flagler  #GoHeels

Personal:

Proud father of two daughters, Gracen & Ava, and rescue dog Kona.

LinkedIn Profile

Personal Statement:

• Driven by a Libra's innate sense of balance and a deep affinity for water, I bring a unique perspective to my professional endeavors. 
• My Libra nature fosters collaboration and diplomacy, enabling me to build strong relationships and navigate complex negotiations with grace. 
• Just as water adapts to its surroundings, I embrace change and remain flexible in dynamic environments. 
• My passion for the aquatic world fuels my creativity and problem-solving skills, allowing me to approach challenges with fluidity and find innovative solutions. 
• Ultimately, my astrological influences empower me to cultivate harmonious and productive professional connections while remaining adaptable to the ever-changing tides of the business world.