A Harvard graduate pursuing his MBA at Wharton, Keith has directly executed over $5 billion in debt, equity, and M&A transactions for global Fortune 500 corporations while working at leading Wall Street investment banks (Merrill Lynch) and private equity firms (KKR). He's an award-winning entrepreneur who enjoys freelancing to help advise clients on complex capital raising, M&A, corporate finance and venture capital projects, and transactions.
Founded National Diagnostic Solutions LLC (NDS)—a healthcare startup focused on diagnostic imaging, and acted as CEO and was responsible for overseeing strategic initiatives, maintaining client relationships, and directing operations.
Solely created a rapidly growing enterprise that expanded key diagnostic operations in 6 states across the East Coast—serving over 50 independent physician offices and larger corporate healthcare organizations.
Managed and created rapid financial growth in the company expanding services across multiple physician specialties.
Provided a wide range of portable diagnostic testing and imaging solutions fighting deadly cardiac, vascular, internal, and neurological diseases in thousands of patients.
Was a recipient of the 2015 National Brillante Award for Entrepreneurial Excellence from the National Society of Hispanic MBA’s (NSHMBA), a leading nonprofit organization, and featured on live TV as a top 5 startup by the Central Florida Bright House Regional Business Awards.
Executed and maintained capital markets related transactions for existing KKR portfolio companies, new leveraged buyouts, and third-party capital raises and syndications.
Performed both public and private fundamental credit and equity analysis / due diligence as a member of the Capital Solutions Group (CSG)—a joint venture between KKR Asset Management and KCM.
Contributed to the global debt syndication effort for KKR acquisition in India.
Presented updates on syndication efforts to KKR Investment Committee regarding deal structure and timing.
Worked as the lead associate supporting deal team—including development of capital structure and execution of capital raise for a $3.5 billion equity private placement.
Focus areas: Capital Structure, Capital Raising, Financial Modeling, Debtor & Creditor Management, Equity Research, Mergers & Acquisitions, Three Statement Operating Model
Leveraged Finance Analyst
Bank of America Merrill Lynch
2011 - 2012
Performed market-based analysis on loan and high-yield market trends including analysis on deal volume, launch flex, secondary pricing, use of proceeds, and leverage levels to facilitate commentary for pitch materials and client discussions.
Built and maintained transaction models, prepared internal risk approval memorandums, and drafted marketing documents for $725 million debt financing for Yankee Candle Company.
Prepared screening materials, an illustrative financing proposal, and a management presentation to facilitate the $903 million debt financing for Bass Pro Group LLC.
Created and maintained transaction model utilized to prepare various internal organizational and marketing materials for $250 million high yield financing for Block Communications, Inc.
Drafted screening and financing decks illustrating capital structure alternatives, pro forma capitalization, and proposed covenant packages for numerous Fortune 500 companies.
Focus areas: Capital Structure, Capital Raising, Financial Modeling, Three Statement Operating Model, Debt, Leverage Finance, Mergers & Acquisitions
Master of Business Administration (MBA) in Finance
The Wharton School of the University of Pennsylvania - Philadelphia, PA, USA
2016 - 2018
Bachelor's degree with honors in Economics
Harvard University - Cambridge, MA, USA
2006 - 2010
Corporate Managerial Accounting Credit in Accounting
Massachusetts Institute of Technology - Cambridge, MA, USA