Professional Summary

Professional Overview

Rich Coppage is an experienced M&A Consultant and Director of Acquisitions with a strong track record in strategic business growth and optimization. He specializes in identifying and executing value-driven acquisition opportunities for small and medium-sized businesses. Coppage's expertise spans financial analysis, due diligence, and post-merger integration, enabling him to drive successful M&A initiatives that create sustainable competitive advantages.

Experience Summary

Current Roles

M&A Consultant, Groce, Rose & Moore LLC (2021 - Present)

• Provides strategic advisory services to small and medium-sized businesses, guiding them through complex merger and acquisition transactions

• Conducts in-depth financial and operational analysis to identify target companies that align with client growth objectives

• Manages the due diligence process, ensuring thorough evaluation of acquisition candidates and mitigating potential risks

Director of Acquisitions, Acquira (2021 - Present)

• Leads the company's acquisition strategy, spearheading the identification, evaluation, and integration of target businesses

• Collaborates with leadership to develop and implement a holistic M&A framework that supports Acquira's growth objectives

• Oversees the due diligence process, negotiating deal terms, and coordinating post-merger integration efforts to ensure seamless transitions

Career Progression

Independent SMB Consultant, Richard Coppage (2014 - 2021)

• Provided strategic advisory services to small and medium-sized businesses, guiding them through operational optimization and growth initiatives

• Conducted financial and operational assessments to identify areas for improvement and implement tailored solutions

Controller, Tallwave (2014)

• Managed the company's financial reporting, budgeting, and compliance processes

• Supported the executive team in strategic decision-making and business development activities

VP Finance, Integrate Inc. (2012 - 2013)

• Oversaw the company's financial operations, including budgeting, forecasting, and performance reporting

• Played a key role in securing funding and managing investor relations

Director of Finance, Adaptive Curriculum (2010 - 2012)

• Directed the financial planning and analysis functions, ensuring accurate and timely reporting

• Implemented cost-saving measures and streamlined operational processes to improve profitability

Academic Background

Coppage holds a Bachelor of Science in Accounting from Arizona State University, where he graduated cum laude.

Areas of Expertise

• Mergers and Acquisitions

• Financial Analysis and Modeling

• Due Diligence and Risk Assessment

• Post-Merger Integration

• Strategic Business Planning

• Operational Optimization

• Financial Reporting and Compliance

Professional Impact

• Successful execution of numerous strategic acquisitions, driving growth and value creation for client companies

• Recognized as a trusted advisor, helping small and medium-sized businesses navigate complex M&A transactions and optimize their operations

• Served on the advisory board of a leading education technology company, providing strategic financial guidance during a period of rapid expansion

Conclusion

With his extensive experience in M&A, financial analysis, and business optimization, Rich Coppage is a valuable asset for companies seeking to drive sustainable growth through strategic acquisitions and operational improvements. His deep understanding of the small and medium-sized business landscape, coupled with his strong analytical and advisory skills, make him a trusted partner in achieving long-term success.