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.
Team
Radek Kozlowski
Founder and Managing Partner
(917) 207-9150
[email protected]
Radek Kozlowski is the Founder and Managing Partner of Ridge Advisory. He has over 20 years of professional experience including investment banking, asset management, engineering and manufacturing and entrepreneurship. He was most recently a Managing Director and Head of Capital Goods with FBR Capital Markets. Prior to FBR he worked in the investment banking division of Oppenheimer & Co. He also worked in M&A and Industrials investment banking groups at RBC Capital Markets and Needham & Co. His Wall Street experience includes equity research and asset management work with Janney Montgomery Scott and Morgan Stanley.
Prior to investment banking Radek held various technical and management positions with multinational diversified manufacturers including SKF, SchaefflerGroup and RBC Bearings in North America and Western and Eastern 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
[email protected]
Chris Lally has over 20 years of investment banking and capital markets experience focused primarily on middle-market capital raising, private equity and leveraged finance across industries, with substantial experience in Industrials, Healthcare, Retail & Consumer Products, Business Services and Financial Services. His professional experience includes roles with Oppenheimer, The Seaport Group, Credit Suisse First Boston, UBS Investment Bank, CIBC World Markets and BHF-Bank AG as part of their Financial Sponsor & Leveraged Finance Groups in New York and London.
Contact Us
Address: 246 Fifth Avenue, Suite 322 New York, NY 10001
Phone: +1 (212) 951-1439
Email: [email protected]
