Senior Vice President
CurrentKeystone is a boutique investment bank serving mid-sized clients on special projects such as mergers and acquisitions, institutional capital raises, long term exit planning and other advisory services.Advisor to closely-held middle market enterprises, executing M&A strategies tailored specifically to client objectives and expectations. • Create marketing materials and execute transition plans, managing each stage of the transaction, including conducting all marketing efforts, identifying and screening prospects, negotiating LOIs and optimizing deal structure to maximize client proceeds.• Facilitate due diligence and manage all professionals on the team to ensure a smooth transaction, overseeing creation of purchase documents and successfully close the deal.• Assist in post-transaction integration using a unique entrepreneurial perspective to relate to business owners, their exit goals and the unique challenges of merging entities.• Extensive experience advising manufacturers, distributors, alternative energy providers, financial services companies, health care and fitness product designers, retailers and IT systems developers.• Develop transition plans utilizing technical financial experience and marketing expertise. These detailed plans include complex financial modeling, corporate valuations (DCF, comps, etc.) and recommendations to achieve client goals.
