Areas of Expertise
Company sales and transitions
Mergers & acquisition
- Business Valuations
Rick has over 20 years of experience in investment banking advising company owners and management on the sale of their companies. Rick’s previous tenure included positions with Morgan Keegan & Co. (now Raymond James), and Southcoast Capital Corporation (now Capital One Securities). In addition to his investment banking experience, Rick worked as a tax accountant, and prepared formal business valuation reports while with Briggs & Veselka Co. in Houston.
Rick earned a degree in accounting from Stephen F. Austin State University and an MBA from the University of Houston.