Keith is an innovative and strategic thinker. He has a global, holistic approach to business, deep analytical skills, and over 25 years of experience tackling tough business challenges and generating creative solutions. Keith\u2019s specialties include strategy & analysis, investment banking, financial management, operational effectiveness, and leadership advisory. Keith is a(n):
\n\u2022 Collaborative business advisor focused on achieving organizational objectives through strategic and
\nfinancial analysis, creative problem-solving, and business operations performance improvement
\n\u2022 Expert creator of financial and analytical models that make complex business models clear, improve
\ndecision making, broaden and deepen corporate know-how, and identify millions in revenue and cost
\nsavings
\n\u2022 Builder and leader of critical domestic and international strategic business units generating key insights and innovative solutions that drive better business performance
\n\u2022 Investment banker advising, structuring and positioning companies for M&A and equity\/debt market
\nactivity by simplifying the complex, forecasting \u201cthe possible,\u201d and articulating compelling narratives
\nRELEVANT EXAMPLES OF WORK
\n\u2022 Successfully reoriented the go-to-market strategy for and provided strategic and leadership guidance to an innovative SaaS company navigating a technology resistant market space
\n\u2022 Restructured and combined the equity capital for multiple CPG food companies into a single company in preparation for combined operations, explosive growth and a capital raise
\n\u2022 Provided senior executive leadership and strategic guidance during the COVID-19 pandemic to help steady a major student loan firm experiencing business model disruption and turnover
\n\u2022 Advised on and modeled an acquisition play in the regenerative medicine space for a private equity firm looking to acquire and rapidly scale an existing practice across the Western US
\n\u2022 Developed an innovative market analysis pinpointing key opportunities to better leverage core competencies, align its customer base with service offering and generate 25% more revenue
\n\u2022 Created a new product valuation framework for a wealth management firm which was adopted
\n\u2022 Successfully built and led several domestic and international functions, including the first Global FP&A team for a mid-sized technology firm, the first FP&A team for one of the world\u2019s busiest airports, and the first Business & Finance function for an international start-up University located in the Middle East<\/p>\n","protected":false},"excerpt":{"rendered":"
Keith is an innovative and strategic thinker. He has a global, holistic approach to business, deep analytical skills, and over 25 years of experience tackling tough business challenges and generating creative solutions. Keith\u2019s specialties include strategy & analysis, investment banking, financial management, operational effectiveness, and leadership advisory.
\nKeith is a(n):
\n\u2022 Collaborative business advisor focused on achieving organizational objectives through strategic and
\nfinancial analysis, creative problem-solving, and business operations performance improvement
\n\u2022 Expert creator of financial and analytical models that make complex business models clear, improve
\ndecision making, broaden and deepen corporate know-how, and identify millions in revenue and cost savings
\n\u2022 Builder and leader of critical domestic and international strategic business units generating key insights and innovative solutions that drive better business performance
\n\u2022 Investment banker advising, structuring and positioning companies for M&A and equity\/debt market
\nactivity by simplifying the complex, forecasting \u201cthe possible,\u201d and articulating compelling narratives
\nRELEVANT EXAMPLES OF WORK
\n\u2022 Successfully reoriented the go-to-market strategy for and provided strategic and leadership guidance to an innovative SaaS company navigating a technology resistant market space
\n\u2022 Restructured and combined the equity capital for multiple CPG food companies into a single company in preparation for combined operations, explosive growth and a capital raise
\n\u2022 Provided senior executive leadership and strategic guidance during the COVID-19 pandemic to help steady a major student loan firm experiencing business model disruption and turnover
\n\u2022 Advised on and modeled an acquisition play in the regenerative medicine space for a private equity firm looking to acquire and rapidly scale an existing practice across the Western US
\n\u2022 Developed an innovative market analysis pinpointing key opportunities to better leverage core competencies, align its customer base with service offering and generate 25% more revenue
\n\u2022 Created a new product valuation framework for a wealth management firm which was adopted
\n\u2022 Successfully built and led several domestic and international functions, including the first Global FP&A team for a mid-sized technology firm, the first FP&A team for one of the world\u2019s busiest airports, and the first Business & Finance function for an international start-up University located in the Middle East<\/p>\n","protected":false},"featured_media":2406,"template":"","tags":[717,662,723,719,724,716,163,160,720,721,718,722,715],"expertise":[7,6],"priority_tags":[],"class_list":["post-2404","expert","type-expert","status-publish","has-post-thumbnail","hentry","tag-analytical-modeling-data-driven-decisions","tag-business-planning","tag-business-structuring","tag-cfo-coo","tag-coaching","tag-competitive-analysis-positioning","tag-due-diligence","tag-financial-management","tag-financial-planning-analysis-kpis-reporting","tag-forecasting-modeling","tag-investor-decks-materials","tag-organizational-structuring-leadership","tag-strategic-assessment-planning","expertise-business-strategy","expertise-finance"],"acf":[],"yoast_head":"\n