William O'Keefe Email & Phone Number

New York, United States

Advise and/or serve as interim executive, working with management teams, investors, and line professionals of early-stage, investor-backed, and Fortune 500 companies on strategy, operational improvements, financial forecasting, M&A, and capital raises.

Accordion is a financial consulting firm focused on executing value-creation initiatives for private equity firms at their portfolio companies, particularly within the finance function. Accordion acts as an extension of mid and large-cap sponsors’ internal resources and operations groups, working shoulder-to-shoulder with portfolio company management to implement new mandates and facilitate decision-making.Representative Engagements:Corporate Development- Deal professional for a corporate M&A group of global prestige beauty company, responsible for developing financial models, drafting investment committee materials, and managing work streams as part of the due diligence process for contemplated transactionsPrincipal Investing- Served as an in-house deal professional for a major private equity fund looking to acquire a portfolio of assets as part of a secondaries transactionHNW Family Office- Served as Financial Analyst / Interim Chief of Staff for HNW family office with operating projects/companies focused on ecotourism, sustainable farming and international residential development

Marathon Capital, LLC is an investment banking firm specializing in providing comprehensive financial services to clients in the global energy, infrastructure and project finance markets

Seacoast Capital is a private equity fund focused on making non-controlling investments in privately-held lower middle market companies. Seacoast specializes in sponsorless transactions, preferring to deal directly with company owners or management teams, although will opportunistically consider investments led by professional investor groups. Seacoast has managed over $300 million of capital and has invested in over 50 companies since inceptions. Seacoast invests from $3 million to $12 million in any combination of junior securities for any one company. The partnership is dedicated to identifying companies whose management teams possess a passion for maximizing the potential of their chosen enterprise.

Master Of Business Administration (Mba)

Ba, Political Science

Activities and Societies: Men's Varsity Crew (US Rowing All American), Omicron Delta Epsilon