Indiana Business Advisors is the leading and largest business broker in Indiana, they market and sell Main Street and Lower Middle Market businesses. With more than 175 Indiana businesses available for acquisition and more than 220 franchisers seeking to expand in the state, our access to a network of 10,000 businesses of all sizes nationally and internationally keeps us at the forefront of business brokerage.Kevin plays a pivotal role in the organization’s mission to be Indiana’s premier business brokerage. 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.

Burgundy provides financial consulting and alternative investment structuring for small and medium sized business. Kevin works with clients to updates business plans, financial statements, financial models, pitch decks and regulatory filings. He also provides CFO services for start-ups, scale ups, and small businesses. Some of his highlights include business development for a sell-side M&A advisor, investment bank, and deal support services firm. He the Sarbanes-Oxley work stream for a company preparing for their initial public offering. Auditing the financial statements for privately held businesses

AmTrust is a mid-cap Property & Casualty Insurance Company. The Unique Risk Underwriting Group (URU) sourced, underwrote, and structured innovative insurance, (re)insurance, and structured finance programs for complex and unique risks that could not be addressed effectively by traditional insurance or financial markets. AmTrust de-listed from the New York Stock Exchange in 2019 and the group disbanded shortly afterward.Kevin identified, built, and maintained relationships in the US and Europe. He arranged meeting agendas and supervised business development and due diligence trips. He built and updated the weekly deal pipeline for investments of $1mm - $250mm, produced produced comprehensive deal memorandums, pitch decks, pitch decks, investor & rating agency presentations. Kevin supervised due diligence over potential deals in banking, litigation finance, and receivables factoring, Developed underwriting checklists for specific deal types, and the department Know Your Client / Anti Money Laundering (KYC/AML) policy. He gathered key information and assisted in building financial models with the actuarial and data science teams

The Process, Risk, and Technology department of EisnerAmper performs business process reviews, Sarbanes-Oxley internal audits, and information technology audits/improvements Kevin performed Sarbanes-Oxley (SOX) audits, business process reviews, internal audits and information technology audits. He assured that a company’s internal controls were in place and operating effectively. Kevin excelled in establishing formal business processes and internal controls for clients.

Northern Trust Hedge Fund Services provides fund administration services and Net Asset Value statements for hedge funds and private equity groups. The Financial Control department was the top performing and main point of contract for the middle and back office.Kevin prepared and reviewed quarterly and annual financial statements and footnotes, filed quarterly regulatory requirements for private funds (Form PF).

RSM (formerly McGladrey & Pullen) is the top public accounting firm focused on the middle market. Kevin primarily worked on financial statement audits, reviews, and compilations. He also participated in several Sarbanes-Oxley audits, public stock offerings, capital raises, forensic accounting engagements, and internal control assessments. The main industries he served were financial institutions, insurance companies, and governmental entities. Kevin organized and led engagement planning meetings, where risks were determined with entire audit, tax, and consulting team. He was the main voice of Senior Associates in the Staff Committee, which pitched staff engagement to partners.

RSM Australia (formerly RSM Bird Cameron) is a top 10 accounting firm in Australia. Kevin was selected from a pool of worldwide applicants to participate in a 10-week secondment in the Melbourne, Victoria office. He prepared financial statements and reporting requirements in International Financial Reporting Standards (IFRS) for public, private, and governmental clients. He interacted with client management daily to effectively plan and perform engagements.