Our Philosophy
Ridge Advisory is a partnership. The firm was founded in 2012 on the premise of providing clients unbiased advice and senior attention. We work on clients’ most critical situations by leveraging our extensive networks, experience and relationships.
We maintain active dialogue within global corporations, private companies, private equity firms, banks, lending institutions, hedge funds, institutional investors and high net worth individuals. We bring the right combination of execution experience, strategic partners, relevant industry expertise and listening skills to every engagement.
Our core values
- Integrity
- Respect
- Independence
- Efficiency
Client Focused
Ridge Advisory professionals draw on experience in principal investing, investment banking and corporate work to advise clients on their most complex problems.
M&A
We advise companies and investors on acquisitions, mergers, asset purchases, divestitures and evaluate and propose financial and strategic alternatives
Capital
We maintain close relationships with a variety of capital sources and have executed financing transactions across the capital structure, we leverage relationships to source efficient capital and provide independent and objective advice
Board Advisory
We are an independent sounding board on strategic and financial issues our clients face. Our unconflicted advice helps clients manage transformational opportunities – unsolicited takeover, evaluation and strategy for mergers and acquisitions, existing and prospective capital providers
Industries
We are industry agnostic and leverage long standing relationships with situation specific industry experts
Team
Radek Kozlowski
Founder and Managing Partner
(917) 207-9150
rzk@ridgeadvisory.com
Radek is the Founder and Managing Partner of Ridge Advisory. He has over 20 years of professional experience including private equity investing, investment banking, asset management, engineering and operations. His investment banking experience includes global M&A work at RBC Capital Markets, and middle market investment banking with FBR as Head of Capital Goods, Oppenheimer & Co. where he covered Aerospace & Defense and Industrial companies, and M&A and Industrial Technology coverage at Needham & Co. Transaction experience includes cross-border M&A, debt and equity capital raising and strategic advisory for clients in North America, Europe and Asia.
Prior to investment banking Radek held technical and management positions with multinational diversified manufacturers, SKF and RBC Bearings, in North America and Europe.
Radek earned his BSc (Hons) in Mechanical Engineering from Queen’s University at Kingston, Ontario and his MBA from LeBow College of Business at Drexel University. Radek is fluent in Polish.
Christopher Lally
Partner
(917) 318-8644
clally@ridgeadvisory.com
Chris is a seasoned finance, investment banking and capital markets professional with a strong financial planning, M&A and banking background. His 20+ years of banking experience spans large multi-national banks including Credit Suisse and UBS, smaller independent investment banks including CIBC/Oppenheimer, and small private entrepreneurial organizations. Transactional experience includes over $10 billion of debt and equity capital raises for small, middle-market and large companies across the U.S. and Europe. International assignments included 5 years in London and Frankfurt with Credit Suisse and BHF-Bank, respectively. Chris maintains a substantial network of private equity, corporate, bank, legal and accounting relationships.
Chris earned his BA cum laude in Math and Economics from Bowdoin College in Brunswick, ME and his MBA from the Stern School of Business at New York University. Chris is fluent in German.
Peter Lang
Partner & Managing Director
(917) 445-4174
plang@ridgeadvisory.com
Peter is an experienced investment banking, advisory, finance, and capital markets professional with a track record of success in M&A, corporate finance, capital raising, private equity & VC, banking, and strategy. Over Peter's 20+ year investment banking career, he has advised on over 40 M&A transactions with an estimated value of $25 billion and raised approximately $110 billion in 120 equity, convertible, and debt financings, primarily for growth, acquisition, and investment capital. Peter served as Managing Director and Head of North America Healthcare Investment Banking & Advisory at HSBC. He also headed the biotech investment banking effort at Chardan Capital and FBR and worked at Leerink Partners as an M&A healthcare banker. Additionally, Peter served as a senior member of the biopharmaceutical investment banking teams on the healthcare groups of Bank of America Merrill Lynch and UBS. He also previously helped run the effort to build Macquarie Capital's investment banking M&A franchise in the U.S.
Peter graduated magna cum laude with dual B.S. and B.A. degrees from the University of Pennsylvania's Wharton Business School and School of Arts & Sciences, and earned an M.B.A. with High Honors from the Booth School of Business at the University of Chicago.
Contact Us
5 West 37th Street, Suite 641
New York, NY 10018
Phone: +1 (212) 951-1439
Email: info@ridgeadvisory.com