Rick Chance in

Rick Chance

Go-getter · DISC type d
Advisory Board Member at NextNow Ai
📍 Newport Beach, California, United States

Rick is a growth-focused COO and Board Advisor with 25+ years of M&A and financial services experience, having advised on over 75 transactions. He focuses on scaling teams and guiding organizations through transformation. Rick earned his MBA from UCLAs Anderson School of Management and holds Series 24 and 63 certifications.

Outside of his professional life, Rick is an avid golfer and leverages the sport for team-building activities. He organized a team outing to the Genesis Invitational at the Riviera Country Club, believing that strong collaboration is key to delivering successful results.

Unique fact: Rick founded and led a nationally recognized "special situations" advisory practice at KPMG, creating new M&A verticals during periods of market disruption.

Read the full overview →
Experience
1 Years
Current Role
Advisory Board Member
Job Level
Leadership
Location
Newport Beach, California, United States
Personality Overview

How Rick shows up

Self-Confident
Direct & Candid
Decisive

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Rick cares about

AI Business Application
Advises NextNow. AI, emphasizing the importance of solving business problems with technology, not just leading with it. He helps accelerate their client acquisition and strategic partnerships.
M&A Advisory
Has deep expertise in M&A, having advised on over 75 transactions for middle-market companies throughout his career at Intrepid Investment Bankers and KPMG.
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Career

Work history

11-2025
Advisory Board Member
NextNow Ai
Managing Director & Chief Operating Officer
Intrepid Investment Bankers
Managing Director, Head of Strategic Relationships
Intrepid Investment Bankers
Managing Director, Consumer Leisure & Wellness
KPMG Corporate Finance LLC
Managing Director & Group Head, Special Situations
KPMG Corporate Finance LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
MBA
UCLA Anderson School of Management
Bachelor of Commerce
McGill University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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