At CM Capital Partners, we provide advice and assistance to investment bankers, family offices, private equity firms, venture capital firms, business owners, entrepreneurs, and boards-of-directors investing in public or private debt and equity. CM Capital Partners offers advisory services in the areas of sale, merger & acquisition, recapitalization, and generational transition of privately-held or family-owned companies. We primarily focus in the corporate services, retail, franchising, restaurants, consumer products & services, and real estate sectors.
CM Capital Partners is your partner when navigating your path to financial independence. Whether you are interested in growth and income investments for your portfolio, or require an extensive financial plan, CM Capital Partner has extensive relationships to help guide you to make the best choices for you and your family.
Our team is comprised of people with various levels of financial experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then
Rico began his investment career as a financial services professional in 1991 working in capital markets, capital introductions, and wealth management. During his tenure as a financial services executive he collaborated on a number of business advisory transactions and raised millions of dollars in capital for growth companies. He then added operational experience as CEO of a 300 store retail chain which he co-founded, navigated through two equity rounds as a private company, and managed the IPO process. Rico received a Bachelors of Business Administration from Rider University, a Masters in Business Administration from University of Phoenix, and a Masters in Banking and Finance from Boston University.
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CM Capital Partners (“RIA Firm”) is a registered investment adviser located in Millstone Township New Jersey. CM Capital Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CM Capital Partner’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CM Capital Partner’s web site on the Internet should not be construed by any consumer and/or prospective client as CM Capital Partner’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CM Capital Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RIA Firm Name, please contact the state securities regulators for those states in which CM Capital Partners maintains a registration filing. A copy of CM Capital Partner’s current written disclosure statement discussing CM Capital Partner’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from CM Capital Partners upon written request. CM Capital Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CM Capital Partner’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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