About Richard

Richard Izzi is a partner in the New York Advisory Group, where he leads transaction services for the tri-state (NY/NJ/CT) area. He specializes in transaction advisory services to buy- and sell-side clients including private equity funds, strategic investors and lenders.

Mr. Izzi’s experience includes quality of earnings analysis, profitability analysis, financial projections, cash flow modeling, and purchase agreement consultation. He is also experienced in dispute resolution and litigation matters.

Prior to joining Marcum in early 2019, Mr. Izzi was a lead in the transaction advisory services practice of a national accounting firm. Previously, he was a founding partner of a private equity firm specializing in control investments (distressed and non-distressed) in the middle-market, with a focus on industrial products, aerospace manufacturing, construction, business services, and the apparel industry. Mr. Izzi has also served as a member of the finance team at a large multinational corporation and with the transaction advisory services groups at a “Big Four” accounting firm.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • President, Association for Corporate Growth, Connecticut Chapter
  • Turnaround Management Association
  • Exit Planning Exchange (XPX)
  • New York Capital Roundtable
  • Guest Professor, Columbia MBA program

Subject Matter Expertise

Buy-side Advisory
Sell-side Advisory
Refinance and Recapitalizations Financial Modeling
Working Capital Analysis Carve Out analysis
Purchase Agreement Consultatio
Dispute Resolution

Practice Focus

Business Services
Manufacturing
Industrial Products
Construction
Consumer Products
Specialty Finance
Apparel and Accessories

Education

Bachelor of Science
Finance & Accounting, Duquesne University

Licenses & Certifications

Certified Public Accountant
Certified Six Sigma Green Belt