Bio

In his more than 13 years as an investment banker, Rick has led transactions with a broad range of clients in the industrial growth and business services sectors. He specializes in advisory services involving strategic and financial buyers, acquisitions and divestitures, and management buy-outs. Rick advises business owners in the preparation for transactions, including business valuation in a sale context. Before joining Consilium Partners, Rick enjoyed a 21-year career at BankBoston and Fleet where he held senior-level positions in middle market banking and asset-based lending, and the bank’s specialized lending group focused on the automotive and heavy machinery sectors. Rick currently sits on the Advisory Boards of several New England-based niche manufacturing companies, where he provides his perspective on growth strategies, capital raising and preparation for ownership transitions. Rick is an active member of his community in Concord, MA, serving as President of the Board of Trustees of the Concord Museum, Treasurer of the Board of Trustees of the Concord Free Public Library Corporation and Treasurer of the Board of Governors of the Concord Country Club. Rick serves as Consilium’s financial and operations principal, has a Bachelor of Arts degree from Hobart College and holds the FINRA Series 7, 24, 28, 63, 79 and 99 licenses.