Advisory team

In 1994, after a five-year top producing run at the historical British communications company Cable and Wireless, Rick co-founded Intelisys, which became the largest technology services distributor in the country. The Intelisys team set the gold standard for growth, customer retention, and technology.  As CEO, he led the company from brainstorming sessions to nearly $200

million in annual revenue. In 2016, he envisioned and led the daunting process of closing the nearly $250 million sale to Scansource, a Fortune 600 publicly traded equipment and device distributor (NYSE: SCSC).

Rick is a serial entrepreneur with interests in high end wine imports, luxury homes, real estate development, restaurants, hospitality and insurance.  He sits on multiple Boards, and has remained active in the telecom channel since negotiating its largest acquisition.

 David co-founded several venture-backed technology startups; three of which were acquired and one that went public. He also has executive experience at large public companies, including IBM, Metadata, and Avnet. Most recently, David focused on improving key performance metrics in the fintech sector, including lending, banking, wealth management, and customer experience. He delivers value through a foundation of data-driven analytics, innovative thinking, and enterprise best practices. 

Rob has over forty years of entrepreneurial business experience including ten years as COO for

a market-leading regional distribution company.

He founded CSG in 2007, a consulting firm dedicated to helping clients reach their strategic

vision. His focus includes owner/CEO coaching, turbulent partnerships, management issues,

affinity groups (facilitate and counsel), communication (written and verbal), situational

strategy, and strategy development/execution.

Whether engaged to elevate an owner or CEO and their organization’s potential, or to facilitate

the repair of a damaged partnership, Rob brings advanced communication and listening skills to

each client who rely on his unique ability to see opportunity, problem solve, craft strategy, and

lead change.

Rob has a B.A. in dual majors of English literature and writing, with significant tracks of critical

analysis being foundational to identify, analyze, and solve complex business issues.