Track Record
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A subset of the technology IPOs Rick has advised on, led, or provided coverage for across his career.
We advise companies navigating the AI transition, from emerging AI-native platforms to established businesses repositioning for a new technology landscape, informed by four decades of thought leadership across the technology ecosystem.
We connect our clients with strategic partners, their corporate venture arms, and institutional investors that are best positioned to provide capital, pursue strategic partnerships, or execute M&A transactions. Rick's personal relationships with the leadership of the major technology companies provide our clients unique opportunities. We help companies position their story, identify the right partners, and drive productive outcomes.
Every major platform shift has reset the competitive landscape. The companies that position themselves correctly during the transition define the next era.
AI is reshaping markets well beyond traditional software. The impact cuts across traditional sector silos, creating new categories and collapsing old ones. Companies building for this moment need advisors who can see across those boundaries.
The major platform companies and their corporate venture arms are aggressively investing in, partnering with, and acquiring AI-native companies. The capital appetite is real, the partnership windows are open, and the right positioning determines who gets in the room.
Getting in front of the right strategic partner at the right time, with the right positioning, is the difference between a term sheet and a missed cycle. Relationships, timing, and credibility are everything.
A subset of the technology IPOs Rick has advised on, led, or provided coverage for across his career.