Functional Skills
Project Management
M&A Support
Financial Due Diligence
Financial Statement Preparation
Training and Coaching
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Financial Services
Notable Clients
Ernst & Young (EY)
Marcum
Fortune 500
Experience
Burgundy Financial
Finance
Principal
9/2019 - Present
I'm an independent consultant who has completed IPO readiness, deal support services, internal control, financial statement preparation, assurance, M&A Advisory, and business development engagements
Indiana Business Advisors
Corporate Strategy & Development
Transaction Advisor
6/2023 - Present
He leverages his extensive knowledge and strategic insight to help business owners achieve successful outcomes in their M&A endeavors. With a profound understanding of the complexities involved in selling a business, Kevin ensures that the process is seamless and transparent. His guidance encompasses everything from maintaining and updating business plans, establishing an initial value to bring to the market, negotiating with buyers, resolving unexpected due diligence issues, and ensuring a smooth transition post-close.
Kevin’s deep understanding of corporate finance provide both buyers and sellers with confidence in the business’s financial health. He artfully showcases each business’s unique value proposition, providing it with a competitive edge in the market.
Kevin’s deep understanding of corporate finance provide both buyers and sellers with confidence in the business’s financial health. He artfully showcases each business’s unique value proposition, providing it with a competitive edge in the market.
AmTrust Financial Services
Finance
Manager, Deal Structuring, Unique Risk Underwriting
5/2018 - 2/2019
I sourced, underwrote, and structured innovative insurance, reinsurance, and structured finance programs for complex and unique risks that could not be addressed by traditional insurance or financial markets
Eisner Amper
Management Consulting
Senior Consultant, Consulting Services Group
11/2017 - 4/2018
I provided business process reviews, internal audits, and financial statement audits for broker-dealers, asset management firms, and other financial services clients
Northern Trust
Finance
Officer, Financial Control
12/2015 - 7/2017
I provided fund administration services and net asset value (NAV) statements for hedge funds and private equity groups
RSM
Accounting
Senior Associate, Assurance
11/2011 - 11/2015
I planned, supervised, and performed financial statement audits in accordance with US GAAP and IFRS