The CEO of a $5 – $300 million company is a lonely job. She or he is severely challenged every day and generally does not have access to deeply experienced independent advisors.
What are my goals, what are realistic options, whose opinion can I trust, what are the implications of my decision, what could go wrong – really wrong, how can I get more help to get through this.
Rick brings broad experience and a mature perspective to the process of defining the problem, developing and evaluating the options, and finally making the right decisions.
Rick is a nationally published thought leader on how to improve a company’s chances for success. Click on each of these topics to go to an overview of the approach he recommends.
Rick is the founder and Managing Director of Williams Advisory Partners based in Boston. Rick brings his ten years as a management consultant with Arthur D. Little and three years as founding Partner of the Newport Board Group practice in New England to each client engagement. Williams Advisors usually works on a monthly retainer or special project basis with the leadership and board of middle market technology companies – usually in the Business to Business space.
Williams Advisors also has a large national network of experts with deep CEO and board of director level experience across a wide range of industries and functional specialties. Added to these resources are relationships with professional service firms – lawyers, accountants, wealth management firms, investment banking, and other specialized experts. Williams Advisory brings these resources to each client.
Board of Director Service
In some cases, a client will need the longer term benefits of an experienced, outside independent director. In this role, Rick contributes to the board being a value add for the company and its leadership and serving as a guardian of the overall interests of the organization and its shareholders.
Rick currently sits on two med tech company boards and a software platform company serving the financial services industry. He has been board chair of a quasi public bank/VC firm and a medical device company.