Richard J. Szekelyi, CPA, CTP

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Richard J. Szekelyi joined J.S. Held in October of 2023 as part of J.S. Held's acquisition of Phoenix Management Services.

Richard J. "Rick" Szekelyi has more than 30 years of executive management and advisory experience working with companies facing challenges from various causes, including fast growth, economic downturns, inadequate capitalization, changing industries, and operational deficiencies.

Rick’s diverse background includes senior management positions such as CEO, COO, and CFO for a number of middle market companies in a variety of industries and senior positions in private equity, public accounting, and commercial banking. In addition, he is experienced in acquisitions, crisis management, and international business.

Leveraging his experience, Rick has assisted clients with refinancing their troubled debt, developing and implementing plans to improve operating performance and avoid crises, managing out-of-court restructurings as well as bankruptcy proceedings, and developing plans to improve competitive positioning. As a principal in a private equity fund and as an advisor, Rick’s acquisition expertise includes candidate searches, business valuations, capital raises, transaction structuring, negotiations, business and financial due diligence, and post-closing integration activities management.

Prior to joining Pheonix Management Services, Rick was the managing partner of a boutique business and financial advisory firm that he founded in 1996. His career includes senior bank management positions, Director of Entrepreneurial Services for Arthur Young & Co., Managing Director of a regional CPA firm, and Director of Corporate Development for a private equity fund. He also held senior management positions for various companies, including manufacturers of outdoor products, plastic abrasives, and architectural products, as well as a radio programming and syndication company and an importer of castings.

Rick holds an MBA from Xavier University and a B.S. from Ohio State University. He also is a graduate of the Stonier School of Banking at Rutgers University.

Professional Affiliations/Memberships/Licenses/Training

  • Member of the American Institute of CPAs
  • Member of the Ohio Society of CPAs
  • Member of the Business Valuation and Forensic section of the AICPA
  • Member of the Litigation Service section of the AICPA
  • Member of the Association for Corporate Growth
  • Member of the Turnaround Management Association (TMA)