Senior advisors who built their careers leading transactions and finance teams, and put their names on every engagement.
Rick brings 15+ years of professional services experience to BluePoint. He specializes in advising clients through buy-side and sell-side financial due diligence engagements throughout the entire transaction process.
Rick has advised on 300+ transactions ranging from $5M to $2B in enterprise value across industries including transportation, logistics, manufacturing, consumer products, and business services.
Stephin brings 10+ years of transactions and public accounting experience to BluePoint. He advises founder-led businesses, private equity and corporate clients on buy-side and sell-side due diligence engagements.
Stephin has advised on 150+ transactions ranging from $5M to $1B in enterprise value across transportation, logistics, consumer products, and industrial manufacturing.
Rick brings 25+ years of EY experience to BluePoint, serving middle market private equity and corporate clients across accounting and transaction services. He helps lead the firm's Interim Finance practice, placing seasoned CFOs, FP&A support, and controller resources inside client businesses.
Rick led EY's Florida Strategy and Transactions practice for 10+ years and has advised on 300+ buy-side and sell-side financial due diligence engagements across various industries.
Adam leads BluePoint's Data Insights vertical, the practice behind our custom business intelligence dashboards, reporting packages, and analytics work.
His team helps clients modernize how they use information: automating and streamlining manual processes, developing practical AI strategies, professionalizing revenue operations, and delivering board-ready reporting and special projects.
Jeff helps lead BluePoint's Interim Finance practice, scoping each engagement and placing the right finance leaders inside client businesses. He also steps into the role himself, serving as interim CFO for private equity portfolio companies in transition.
Jeff specializes in upgrading financial reporting to private equity standards, cash flow modeling, KPI development, and operational forecasting.
Paul brings 20+ years of transactions, public accounting, and financial reporting experience to BluePoint, serving private equity and corporate clients.
Paul has advised on 200+ transactions ranging from $1M to $1B in enterprise value across the U.S., Latin America, and Europe.
Partners do the work, not just the pitch. You get direct access to the most experienced person on the engagement.
Transactions do not wait, and neither do we. Expect fast turnarounds and proactive communication.
We pair diligence findings with the data and reporting infrastructure to act on them after the close.
We integrate with your deal team, portfolio company, or finance function, not around them.
No handoffs, no layers. Reach out and a partner will get back to you.
