Rick Chance in

Rick Chance

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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.

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

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Communication Style
Decision Approach
Work Preference

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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

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Education
MBA
UCLA Anderson School of Management
Bachelor of Commerce
McGill University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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