Richard Dalton

Richard Dalton is a Senior Advisor in the Global Technology Group at Stifel Financial Corp., with a focus on Industrial Technologies, particularly Robotics and Automation.2 He has over 35 years of experience in technology investment banking and finance.12

Career History

Richard Dalton's career in finance began in 1983 when he started as a CPA at Beckstead Cooper & Co. in Twin Falls, Idaho.2 He then moved to Silicon Valley, where he worked as a Manager and CPA at Touche Ross & Co. from 1986 to 1988.2

His investment banking career started in 1988 at Robert Fleming Pacific, where he worked until 1994.2 Subsequently, he held several key positions:

• Managing Director at Broadview International (1994-2003)
• Managing Director at SVB Alliant (2003-2007)
• Managing Director at Mooreland Partners LLC (2007-2019)

In July 2019, Richard joined Stifel Financial Corp. through its acquisition of Mooreland Partners.12

Expertise and Responsibilities

At Stifel, Richard is a senior member of the Electronics, Applied & Industrial Technology, and Tech-Enabled Services teams.1 His areas of specialization include:

• Automation
• Robotics
• Embedded systems
• Storage technology
• IT services

Throughout his career, Richard has been involved in over a hundred domestic and cross-border transactions, including mergers, acquisitions, divestitures, private placements, leveraged recapitalizations, and restructurings.2

Education and Qualifications

Richard earned a BBA from Boise State University (1980-1982).12 He holds both Certified Public Accountant (CPA) and Certified Management Accountant (CMA) designations.1

Additional Roles

Since April 2018, Richard has been serving as a Member of the Board of Directors for Digital Dynamics, Inc., a technology company that designs and builds control hardware for various industries.2