Kregg Kiel

Kregg Kiel Email and Phone Number

President and Owner @ Kiel Investment Company
Carmel, IN, US
Kregg Kiel's Location
Carmel, Indiana, United States, United States
Kregg Kiel's Contact Details
About Kregg Kiel

WHAT DO YOU WANT TO DO NEXT? We can help you with any of the following:🔷 If you would like to know what your business is worth🔷 If you're interested in selling your company🔷 If you would like to raise capital for your company🔷 If you would like to acquire a businessWe focus primarily on assisting in the purchase, growth, or sale of privately held businesses with $1-8 million in EBITDA or $5-75 million in revenue. 🟩 We’re happy to sit down in the location of your choice to discuss the many options that are available to you. ➡️ Reach out to me at kregg@caldergr.com and we'll have an enlightening conversation ⬅️ABOUT CALDER: Calder is an award-winning full-service business broker and Investment Bank focused on the Midwest. As one of the most active investment banks in the region, they closed 47 deals in 2022. ABOUT ME: I see the world from the perspective of the entrepreneur. I've launched or provided counsel to numerous businesses, including Kiel Investment Company, a boutique investment consulting and portfolio management firm I initially established to manage the assets of family and friends. I'm a Managing Director at Calder in Indianapolis where I use my experience with the entrepreneurial process to provide advisory services to lower-middle-market companies.Early in my career, I helped to form 2217 Group, a single-family office in Chicago, where I sourced & vetted deals as well as led our transaction and investment activities. Following that, I originated and vetted deals as an Entrepreneur-In-Residence for Elevate Ventures, an Indianapolis-based Venture Development firm.Prior to becoming a Director, at Calder, I was at Corporate Finance Associates, an international investment bank. Prior to that, was Director at Symmetrical Advisory where I provided sell-side investment banking services. Before that, I served as Director of the Institutional Portfolio Group for Canterbury Investment Management, a mutual fund manager. At Canterbury, I focused on assisting family offices in the implementation of their alternative investment strategies - an area with which I was intimately familiar.

Kregg Kiel's Current Company Details
Kiel Investment Company

Kiel Investment Company

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President and Owner
Carmel, IN, US
Website:
caldergr.com
Employees:
16
Kregg Kiel Work Experience Details
  • Kiel Investment Company
    President And Owner
    Kiel Investment Company
    Carmel, In, Us
  • Calder Capital
    Mergers And Acquisitions Advisor
    Calder Capital Apr 2023 - Present
    Indianapolis, Indiana, United States
  • Kiel Investment Company
    President/Owner
    Kiel Investment Company Mar 1996 - Present
    Indianapolis, Indiana Area
    A boutique asset management firm specializing in Exchange Traded Fund (ETF)-based portfolios focused on managing the assets of a very limited set of clientele.
  • Corporate Finance Associates
    Managing Director
    Corporate Finance Associates May 2019 - Apr 2023
    Indianapolis, Indiana Area
  • The Symmetrical Group
    Director
    The Symmetrical Group Jan 2018 - May 2019
    Indianapolis, Indiana Area
    Symmetrical serves lower middle market companies, delivering solutions across the continuum of capital. We support clients with services ranging from assisting with internal transfers, acquisition (buy side) strategies, exit planning and business sale transactions. Our unique approach to pricing and services makes us an attractive contributor to this marketplace and national footprint provides both breadth and depth of skill sets as well as experience.
  • Placement Loop
    Product Manager / Sales Implementation (Consulting)
    Placement Loop Nov 2016 - Feb 2018
    Culver, In
    Placement Loop is used by entities* to help people better pursue job outcomes. Pursuits are triggered by orders entered by employers, talent seekers, workers, students, athletes, entertainers, and agents. * employers, workforce intermediaries, higher education institutions, training organizations, and the like.I'm responsible for the product development process. My sole focus is to ensure that Placement Loop builds the right product for the right customer - on time and on budget.Manage software creation process using agile/scrum developmentOwn the product and provide direction to team as to which features are to be builtFill the role of project manager to ensure product is developed on time/budgetCreated QA plan to test system with each release
  • Canterbury Investment Management, Llc
    Director - Institutional Portfolio Group
    Canterbury Investment Management, Llc Feb 2016 - Jan 2017
    Indianapolis, Indiana Area
    Canterbury Investment Management is a portfolio manager who partners with large platforms to implement their unique ETF-based low volatility Market State portfolio management methodology. Partners include large RIAs with 200+ representatives, investment consultants, and ETF distribution agencies. The Institutional Portfolio Group that I oversaw sought clients who could benefit from Canterbury's go-anywhere ETF strategy built around managing volatility in very large investment portfolios. Examples of these clients included money managers and investment consultants who employ third-party and sub-management strategies, charitable foundations and large family offices.
  • Canterbury Investment Management, Llc
    Chief Revenue Officer (Consulting)
    Canterbury Investment Management, Llc May 2015 - Jan 2016
    Indianapolis, Indiana Area
    Worked with management to prepare the firm for entry into the institutional marketplace.
  • Elevate Ventures, Inc.
    Entrepreneur In Residence - North Central Region
    Elevate Ventures, Inc. Apr 2013 - Jan 2015
    South Bend, Indiana Area
    Elevate Ventures is a private venture development organization that nurtures and develops emerging and existing high-potential businesses into high-performing, Indiana-based companies. Elevate Ventures accomplishes this by providing access to capital, rigorous business analysis and robust advisory services that connect companies with the right mix of resources businesses need to succeed long-term. As a not-for-profit organization, Elevate Ventures is able to offer unbiased, in-depth perspective and recommendations.Generated deal flow and evaluated Indiana-based prospective investments for private-non-profit overseeing $35M in investable fundsCreated relationships with private investors and funds as co-investors and providers of follow-on capital for portfolio companiesEngaged with 10-20 companies/entrepreneurs per month to provide assistance and mentorshipManaged Elevate Ventures’ marketing and PR activities in North Central Indiana Established and managed relationships with local stakeholders, community leaders and economic development organizations to promote entrepreneurshipRecruited regional advisory board members to serve regional effortsParticipated on boards of three portfolio companiesVolunteered as judge and/or mentor for startup weekends, Notre Dame ESTEEM classes and business plan competitions in an effort to help create an entrepreneurial ecosystemUtilized Lean Startup fundamentals including Business Model Canvas when mentoring startups
  • Redpost, Inc.
    Board Observer
    Redpost, Inc. Apr 2013 - Jan 2015
    Goshen, In
  • Oak Financial
    Board Member
    Oak Financial Apr 2013 - Jan 2015
    South Bend, Indiana Area
    Member - Audit Committee
  • Apci
    Board Member
    Apci Apr 2013 - Jan 2015
    South Bend, Indiana Area
  • 2217 Group Llc
    Vice President
    2217 Group Llc Oct 2000 - Apr 2013
    Greater Chicago Area
    A family office organized to manage assets of a family trustAssisted in the selection and oversight of portfolio managersIdentified and researched investment opportunities for a family office. Managed start-up deals from initial research through launch.Developed and executed a business plan through launch for single-store retail service entity with $500,000+ in first-year sales No rejected investment produced a return for its investors going forward.Manage and maintain 16+ multi-platform devices in three states (PCs, Windows laptops, iPads, iMacs, MacBooks). Moved the majority of their functionality to the Cloud in 2011. Conducted best-use analysis on warehouse space acquired by the firm with the constraint that it would be placed on the market within one year. Warehouse was sold at a substantial profit as leased office space.
  • Lind Waldock & Co
    Management Analyst/Project Manager
    Lind Waldock & Co Feb 1993 - Oct 2000
    Chicago, Il
    With over $700 million in customer segregated funds, Lind-Waldock was a leading Futures Commission Merchant (FCM) recognized as the premier discount futures broker. Performed systematic analysis of all operations with intent of uncovering areas of financial inefficiencySuggested improvements to document processing systems amounting to annual savings of $400,000+Participated in cost analysis function as member of a senior committee and cut operating costs by 20%Charged by CEO with formalizing organizational reporting hierarchy for executive division consisting of approximately 50 employees. Recommendations were presented to and acted upon by the executive committeeManaged start-up of 24-hour foreign exchange desk which reached profitability in 6 months
  • Pegasus Partners, Lp
    Portfolio Manager
    Pegasus Partners, Lp Apr 1991 - Feb 1993
    Greater Chicago Area
    A Commodity Pool Operator established to manage State of Virginia pension fundAnalyzed, selected and monitored Commodity Trading Advisors (CTAs) charged with trading client funds using futures markets.

Kregg Kiel Skills

Leadership Business Development Strategic Planning Business Planning Portfolio Management Family Office Asset Management Investments Equities Financial Planning Etfs Due Diligence Model Portfolios Financial Modeling Institutional Sales Investment Portfolio Entrepreneurship Venture Capital Start Ups Executive Management Finance Microsoft Office Portfolio Performance Analysis Business Strategy Management New Business Development Strategy Strategic Consulting Start Up Ventures Financial Reporting Business Analysis Analysis Private Equity Portfolio Assessment Market Analysis Competitive Analysis Management Consulting Strategic Partnerships Marketing Strategy Marketing Team Building Financial Analysis Financial Services Remote Desktop Prospect Research Microsoft Excel Derivatives Wealth Management Wealth Management Services

Kregg Kiel Education Details

Frequently Asked Questions about Kregg Kiel

What company does Kregg Kiel work for?

Kregg Kiel works for Kiel Investment Company

What is Kregg Kiel's role at the current company?

Kregg Kiel's current role is President and Owner.

What is Kregg Kiel's email address?

Kregg Kiel's email address is kk****@****faw.com

What is Kregg Kiel's direct phone number?

Kregg Kiel's direct phone number is +131243*****

What schools did Kregg Kiel attend?

Kregg Kiel attended Northwestern University - Kellogg School Of Management, Ferris State University.

What are some of Kregg Kiel's interests?

Kregg Kiel has interest in Animal Welfare, Environment, Education, Economic Empowerment.

What skills is Kregg Kiel known for?

Kregg Kiel has skills like Leadership, Business Development, Strategic Planning, Business Planning, Portfolio Management, Family Office, Asset Management, Investments, Equities, Financial Planning, Etfs, Due Diligence.

Who are Kregg Kiel's colleagues?

Kregg Kiel's colleagues are Jared Friar, Cepa, Francesco Pizzo, Jon Pastoor, Alex Logan, Patrick D., Parker Schaap, Urvi Doddamreddy.

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