Kevin Griffith Email & Phone Number

Greater Omaha Area

Greater Omaha Area

Mr. Griffith, an associate in the firm's Omaha office, concentrates his practice in the areas of capital formation, both debt and equity, mergers and acquisitions, corporate governance, fund formation and bank and securities regulatory matters, representing businesses and financial institutions. Mr. Griffith also specializes in Financial Technology.

Greater Minneapolis-St. Paul Area

• Strategy for Wealth Management and Securities Services
• Ascent Private Capital Management at US Bank

Greater Minneapolis-St. Paul Area

• Developed new client experience for high net worth and affluent clients based on market research and presented the concept to senior executives
• Helped create strategic plan involving business cases, capital investment, market segmentation, personnel, and geographic expansion.
• Benchmarked other competitors, size, scope, product offerings, client experiences, and position in marketplace
• Assisted in due-diligence for possible acquisitions

Greater Minneapolis-St. Paul Area

• Managed over $4 million for the University's endowment
• Returned over 750 bps above the benchmark
• Recommended highest generating equity for the year returning over 50% above the benchmark
• Conducted industry and company specific research for purposes of valuation and analysis
• Utilized various valuation techniques including discounted cash flow and comparable analysis
• Built complex excel models with various switches for the purposes of scenario analysis

Greater Minneapolis-St. Paul Area

• Research assistant for former US Senator David Durenberger
• Conducted research on the Patient Protection and Affordable Care Act, its implementation and impact
• Tracked health cost trends, including the impact of fee-for-service and Accountable Care Organizations on the industry
• Analyzed federal and state antitrust laws pertaining to the mergers and acquisitions of providers, including ongoing lawsuits

St. Paul, MN

• Provide Financial Analysis and administrative support to the Chief Financial Officer
• Duties include financial planning analysis, contract reviews, support for inventory management, production and other clerical activities to support accounting and finance
• Built proprietary excel models to manage inventory levels, sales force dashboards and customer profitability
• Forecasted over $35+ million sales and 750+ accounts to within +/- 0.5% in two consecutive quarters with custom built models

Greater Minneapolis-St. Paul Area

• Researched and modeled relative valuations of peer group companies
• Researched market intelligence
• Researched and modeled financial transactions within sectors of interest
• Wrote and presented concise memos on overall intelligence gathered

Greater Omaha Area

• Performed research for the Legal department regarding a securities fraud case under the tutelage of Deputy Counsel
• Worked directly with the Chief Compliance Officer on risk management presentations
• Reviewed over 250 selling agreements pertaining to the sale of securities

Master Of Business Administration (M.B.A.)

Juris Doctor (J.D.)

Education record

B.A., Accounting And Finance, Magna Cum Laude

Education record