Kevin Heaton, Family Cfo Email and Phone Number
Kevin Heaton, Family Cfo work email
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Kevin Heaton, Family Cfo personal email
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My experience is grounded in wealth management and business valuation. I work with a diverse group of families, investment groups and corporations seeking to understand the value of their company (investment) for use in an acquisition, divestiture, wealth transfer or litigation.Combined with an understanding of business valuation, my extensive experience in the capital markets offers clients access to a network of investors with capital resources and investment strategies for recipients of proceeds from a liquidity event (sale of business, public offering, etc...).Specialties: Closely Held Private Company Business Valuations, Investor Due Diligence, Litigation Support, Sell-Side Representation, Buy-Side Representation, Investor Identification.
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Principal - Family Office Cfo, Private Asset Management StrategiesI3Resources Nov 2007 - PresentLexington, South Carolina, Usi3 is a Boutique Private Asset Management Family Office with a passion for helping families manage the complexities of family wealth and behavioral dynamics.i3 Private Asset Management’s value proposition is in our breadth of market knowledge, transaction and due diligence experience. We combine this experience with senior-level, on-going management and comprehensive reporting necessary to insure our clients have the information to make informed decisions about their private assets.We offer a proprietary, open-architecture platform that allows high-wealth families, closely-held companies and private institutions to access relevant information allowing key decision-makers to make informed decisions, the infrastructure to acquire and manage assets, preserve and grow a portfolio of private holdings (e.g. partnership interest, operating companies, direct investments and real estate), and investment options that allow the preservation and continued reinvestment of capital.i3 does not replace current professional service advisors; rather, we augment and enhance existing services and relationships.Most important, i3 brings a unique passion, perspective and real-world, family dynamics management skill-set to every engagement. To learn more, visit us on the web at i3resources.com. -
CfoStandard Resource Center May 2004 - Oct 2007Invested in and managed day-to-day operations at Standard Resource Center, LLC (SRC). SRC supported 30+ million in revenues and offered a call center, sales support desk, dispatch center, purchasing desk, human resources and other business development programs for clients. Standard Resources Center reached into SC, NC and GA.
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CfoStandard Services Corporation Aug 2003 - Oct 2007Parent company for Mr. Central home services companies and Standard Resource Center, LLC. Mr. Central provided electrical, solar and HVAC services to residential and commercial clients in NC, SC and GA while Standard Resource Center provided the centralized administrative support infrastructure for all locations.
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OperationsBucephale Asset Management Nov 2004 - Nov 2006Responsible for establishing feeder fund structure for domestic (United States) investors to access the Bucephale Legends Fund, a $250 million hedge fund of funds. During this time I worked diligently to raise capital through institutional partners and private investors throughout the United States.
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Wealth ManagementMerrill Lynch Aug 1998 - Jun 2003New York, Ny, UsUsing the Merrill Lynch platform I built and managed an investment advisory practice focused on advising high net worth families and privately-held small and middle market companies. Using debt and equity structures we were able to assist these families with concentrated positions in privately-held companies diversify their risk with a three (3) stage process; establishing a value, structuring and funding the transaction and protecting proceeds using a well thought out investment strategy.
Kevin Heaton, Family Cfo Skills
Kevin Heaton, Family Cfo Education Details
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The Citadel -
Aiken High School
Frequently Asked Questions about Kevin Heaton, Family Cfo
What company does Kevin Heaton, Family Cfo work for?
Kevin Heaton, Family Cfo works for I3resources
What is Kevin Heaton, Family Cfo's role at the current company?
Kevin Heaton, Family Cfo's current role is Family CFO | Private Asset Management | Crisis & Transition | Presenter & Speaker.
What is Kevin Heaton, Family Cfo's email address?
Kevin Heaton, Family Cfo's email address is ke****@****ail.com
What schools did Kevin Heaton, Family Cfo attend?
Kevin Heaton, Family Cfo attended The Citadel, Aiken High School.
What are some of Kevin Heaton, Family Cfo's interests?
Kevin Heaton, Family Cfo has interest in New Technology, Investing, Consulting, Start Up Ventures, Tennis, Golf.
What skills is Kevin Heaton, Family Cfo known for?
Kevin Heaton, Family Cfo has skills like Business Valuation, Litigation Support, Private Equity, Valuation, P&l, Contract Negotiation, Operations Management, Due Diligence, Financial Analysis, Financial Modeling, Hedge Funds.
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