RICK MORGENWECK

Corporate Acquisition Team Experience

Served on corporate acquisition teams for two strategic buyers, including full P&L responsibility for a $175 million automotive segment at Koch-owned Molex. This buyer's perspective on due diligence now shapes how I prepare business owners for what acquirers actually evaluate.

Private Equity Recapitalization Partner

Achieved C-suite equity partnership through a private equity recapitalization at approximately 8x EBITDA. This experience provided direct insight into how deal structure, terms, and timing affect outcomes for selling owners.

Operational Turnaround and Stabilization

Served as the CEO of a $60-Million fleet vehicle remarketing company. Stabilized the business and team, self-implemented EOS, reorganized the financials, upgraded marketing including implementing a new CRM. As a result, the owner decided to step back into the role and continue to operate the business instead of exiting.

Vistage Group Chair

Leads two Vistage groups in Tampa, Florida, one exclusively for business owners, and one for the key executives and likely successors of those owners.

Rick Morgenweck, CEPA, MBA, is the founder of RockStack Advisors, an exit planning and value acceleration practice serving business owners with $5 million to $100 million in revenue who are two to five years from a transition.

His perspective comes from direct experience on corporate acquisition teams, as a private equity recapitalization equity partner, and as a prospective buyer in a deal that ultimately failed on structural issues. That combination gives him a buyer's perspective on what determines whether a business sells, and at what price.

Rick also serves as a Vistage Chair in Tampa Bay, leading CEO and Key Executive peer advisory groups.

Corporate Acquisition Team Experience

Served on corporate acquisition teams for two strategic buyers, including full P&L responsibility for a $175 million automotive segment at Koch-owned Molex. This buyer's perspective on due diligence now shapes how I prepare business owners for what acquirers actually evaluate.

Private Equity Recapitalization Partner

Achieved C-suite equity partnership through a private equity recapitalization at approximately 8x EBITDA. This experience provided direct insight into how deal structure, terms, and timing affect outcomes for selling owners.

Operational Turnaround and Stabilization

Served as the CEO of a $60-Million fleet vehicle remarketing company. Stabilized the business and team, self-implemented EOS, reorganized the financials, upgraded marketing including implementing a new CRM. As a result, the owner decided to step back into the role and continue to operate the business instead of exiting.

Vistage Group Chair

Leads two Vistage groups in Tampa, Florida, one exclusively for business owners, and one for the key executives and likely successors of those owners.

Rick Morgenweck, CEPA, MBA, is the founder of RockStack Advisors, an exit planning and value acceleration practice serving business owners with $5 million to $100 million in revenue who are two to five years from a transition.

His perspective comes from direct experience on corporate acquisition teams, as a private equity recapitalization equity partner, and as a prospective buyer in a deal that ultimately failed on structural issues. That combination gives him a buyer's perspective on what determines whether a business sells, and at what price.

Rick also serves as a Vistage Chair in Tampa Bay, leading CEO and Key Executive peer advisory groups.