Kevin is an Associate with experience in financial analysis, due diligence, financial modeling, cash flow modeling and analysis, Quality of Earnings and Quality of Working Capital analyses, purchase agreements and buy-side transactions, investment valuation and market comparable models, sell-side transactions, net working capital analysis and Collateralized Debt Obligation (CDO) investments.
Kevin recently provided financial analysis and advisory on over 40 platform and add-on deals for private equity clients and their portfolio companies.
Kevin provided advisory services to a custom wire and industrial cable supplier for four add-on acquisitions. He worked closely with the acquired Company’s senior management team to validate the earnings and identify any financial risks to our client. He also provided advisory services in the subsequent sale of the wire and cable supplier and worked closely with the senior management team and investment bankers by preparing a Quality of Earnings analysis by which the Company would be valued in the market.
Kevin also provided advisory services regarding the sale of a fitness club operator which owned and operated over 45 clubs. He worked closely with the senior management team to validate the pro forma earnings impact of a fully ramped up network of clubs.
Kevin provided advisory services to a private equity client in the acquisition of two software-consulting companies, which was a preferred partner of a cloud-computing platform that assisted in the implementation and consultation of cloud-computing software. He advised the clients and the client’s counsel in respect to setting the working capital PEG and reviewing the Sales and Purchase Agreement.
Kevin also provided advisory services to a private equity client in the acquisition of a Biotechnology Company, which collects, stores and supplies biological material for to universities, biotech companies and hospitals for research and development. He assisted in recasting an inventory valuation to assess the impact gross margin and earnings had the Company reported inventory under GAAP.
Prior to joining Mackinac Partners, Kevin served as a Transaction Advisory Manager for RSM US LLP, an audit, tax, and consulting firm focused on middle market businesses and transactions. Kevin advised private equity firms and strategic buyers on buy-side transactions as well as owner-run businesses and investment bankers on sell-side projects. He also provided transaction-related modeling and testing and development of both purchase and sell-side deliverables.
Kevin also previously served as an Assurance Senior Associate for PricewaterhouseCoopers where he reviewed and tested transaction deliverables and management investment valuation models, including more than 3,000 partnership, co-investment, secondary, and direct investments for Private Equity clients.
Kevin holds a Bachelor of Science in Business Administration with a Major in Accounting from the Isenberg School of Management at the University of Massachusetts in Amherst, MA. He is a Certified Public Accountant and earned the Abigail Adams Scholarship from 2009-2013. Kevin also served as Captain and Treasurer for UMASS Club Hockey where he led team fundraisers, monitored budgets and spoke on behalf of the team to the UMASS club sport committee.View Other Professionals