Managing Director – CVA
Rich Barth’s diverse background has enabled him to develop an impressive combination of leadership, transactional and technical capabilities. Prior to joining Vantage Point Advisors, Inc., Mr. Barth was the head of a valuation practice at a boutique investment bank where he directed all aspects of the firm’s valuation activities. Since completing business school, Mr. Barth has compiled over 20 years of international investment banking and valuation experience at firms including Goldman Sachs, HSBC Securities and Houlihan Lokey.
During his career Mr. Barth has worked in Singapore, Canada, the United Kingdom and Southern California and has managed and executed a variety of engagements involving complex business and securities valuations including ESOPs, fairness opinions, financings, litigation, mergers and acquisitions, tax and financial reporting and strategic alternatives. He has experience in a variety of industries including aerospace and defense, business services, energy and mining, entertainment and media, healthcare, manufacturing, real estate, retailing and technology.
As a research analyst, Mr. Barth published over 100 reports covering over 20 companies in the real estate, printing and publishing, advertising and media and entertainment industries.
Mr. Barth’s advisory clients benefit from his unique combination of capital raising, transaction and business valuation expertise. During his career, he has valued hundreds of businesses with equity values exceeding $50 billion and has negotiated and structured both public and private equity and debt financings, personally raising over $250 million in transactions exceeding $3 billion.
Mr. Barth was raised in New York and Canada and holds an MBA from Canada’s leading business school, The Richard Ivey School of Business at the University of Western Ontario. He also holds a Bachelor of Commerce from the University of British Columbia where he was president of Phi Gamma Delta.
- Vantage Point Advisors, Inc. – Managing Director
- Gemini Partners – Director and Head of Valuation
- Canaccord Adams – Director
- Houlihan Lokey Howard & Zukin – Associate
- Goldman Sachs, HSBC Securities – Equity Research Analyst/Associate
Professional Affiliations and Awards
- STEP (Society of Trust and Estate Practitioners)
- 2017 Advisor of the Year Award for Valuation Services (San Diego)
- Certified Valuation Analyst (CVA), National Association of Certified Valuators and Analysts (NACVA)
- Member, The ESOP Association and the National Center for Employee Ownership
Boards and other Civic Activities
- North County Estate Planning Council Member
- Association for Corporate Growth, Los Angeles Venture Association
- Speaking Engagements:
- The North County Estate Planning Council- San Diego. How to Maximize the Value of Your Business and Achieve a Successful Transfer.
- Exit Planning Institute, San Diego Chapter – Creating Value
- A deep Dive into ESOP Plan Design (with Jason M. Bolt)
- How Important is a 409A Business Valuation? | A Cautionalry Tale
- How Much Do Fairness and Solvency Opinions Cost?
- How Much Should Transaction Advisory Valuations Cost?
- Dozens of research reports on 20 public companies
- Past Volunteer – Big Brothers and Junior Achievement
- Various board positions in private and public companies
- University of British Columbia, Bachelor of Commerce, Urban Land Economics
- Ivey School of Business, University of Western Ontario, M.B.A., Finance