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Kevin Ortiz personal email
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NYU Stern Undergrad & SMU Cox MBA. Experience in Finance, Investing, and M&A. Interested in SMB Investing & Operating. Currently leading a Teamshares Network Company!
Unity Partners
View- Website:
- unitypartnerslp.com
- Employees:
- 18
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Vice President, PropelUnity PartnersDallas, Tx, Us
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PresidentAloha Pool Service Apr 2023 - PresentA Teamshares network company. For nearly 20 years Aloha has been providing award-winning service to its customers in the DFW area. Aloha Pool Service is proudly employee owned.Aloha Pool Service (Acq. April 2023)Clean Stream Pools (Acq. August 2024)Blue Ribbon Pools (Acq. November 2024) -
Portfolio Company PresidentTeamshares Mar 2023 - PresentBrooklyn, Ny, UsTeamshares Inc. is an employee ownership platform for small business, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years. Teamshares is the market leader for small business employee ownership, with 90+ companies acquired to date. Through the Teamshares Presidents Program, I have the opportunity to lead and operate a portfolio company through its transition to employee ownership and its next phase of growth as its President. -
Vp, Corporate DevelopmentNextpoint Financial Apr 2021 - Dec 2022Joined the NextPoint platform to help execute M&A, Strategy, and Operations. NextPoint's Operating Companies included Liberty Tax, LoanMe, and Community Tax. Led the $90MM acquisition of Community Tax.
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Manager, Strategy & RiskPathward Nov 2019 - Apr 2021Sioux Falls, South Dakota, UsResponsible for AFS/IBEX portfolio -
Senior AnalystPathward Dec 2016 - Nov 2019Sioux Falls, South Dakota, UsInvestment, Corporate Development, & Treasury
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Treasury ManagerScs, Lp Jan 2016 - Dec 2016Additional responsibility for managing all treasury functions of portfolio companies
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Senior AnalystScs, Lp Jun 2014 - Dec 2016Deployed capital across multiple platforms (Consumer Lending/Specialty Finance)SCS's Assets were acquired by Metabank in December 2016.
Kevin Ortiz Skills
Kevin Ortiz Education Details
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Smu Cox School Of BusinessStrategy & Entrepreneurship -
Nyu Stern School Of BusinessInternational Business
Frequently Asked Questions about Kevin Ortiz
What company does Kevin Ortiz work for?
Kevin Ortiz works for Unity Partners
What is Kevin Ortiz's role at the current company?
Kevin Ortiz's current role is Vice President, Propel.
What is Kevin Ortiz's email address?
Kevin Ortiz's email address is ke****@****tax.com
What is Kevin Ortiz's direct phone number?
Kevin Ortiz's direct phone number is +160533*****
What schools did Kevin Ortiz attend?
Kevin Ortiz attended Smu Cox School Of Business, Nyu Stern School Of Business.
What are some of Kevin Ortiz's interests?
Kevin Ortiz has interest in Mma, Football, Economic Empowerment, Traveling, Civil Rights And Social Action, Education, Baseball, Fitness, Science And Technology, Food.
What skills is Kevin Ortiz known for?
Kevin Ortiz has skills like Analysis, Strategy, Research, Financial Projection, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Credit Analysis, Financial Statement Analysis, Equities.
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