A Harvard graduate with an MBA at Wharton, Keith has executed numerous debt, equity, and M&A transactions and investments 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 consulting as a way 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 (Natdiagnostic.com); also acted as CEO and was responsible for overseeing the strategic initiatives, maintaining client relationships, and directing operations.
Solely created a rapidly growing enterprise that expanded key diagnostic operations in six 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.
Received 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-five 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 the deal team—including the development of capital structure and execution of the capital raise for a $3.5 billion equity private placement.
Focus areas: Three Statement Operating Model, Mergers & Acquisitions (M&A), Equity Research, Debtor & Creditor Management, Financial Modeling, Capital Raising, Capital Structure
Leveraged Finance Analyst
2011 - 2012
Bank of America Merrill Lynch
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: Mergers & Acquisitions (M&A), Leveraged Finance, Debt Capital Markets, Three Statement Operating Model, Financial Modeling, Capital Raising, Capital Structure
Master of Business Administration (MBA) in Finance
2017 - 2018
The Wharton School of the University of Pennsylvania - Philadelphia, PA, USA