Keith Fernandez, Finance Expert in New York, NY, United States
Keith Fernandez

Finance Expert in New York, NY, United States

Member since January 26, 2017
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.
Keith is now available for hire

Career Highlights


Industry Expertise

  • Advertising & Marketing
  • Finance
  • Venture Capital & Private Equity
  • Healthcare Services
  • Financial Modeling
  • Capital Markets
  • Debt Capital Markets

Other Expertise


  • Founder | CEO

    2017 - PRESENT
    Monarch Financial Consulting, LLC
    • Served as an outside CFO for a large marine asset management company helping them fundraise and manage their finance department.
    • Served as a venture capital advisor to a large multinational corporation with an internal VC fund.
    • Served as a fundraising advisor to a nascent entertainment app that successfully raised $1 million in seed capital.
    • Served as an outside investment VP to a large credit hedge fund.
    • Served as an outside M&A advisor to a large multinational corporation.
    Focus areas: Financial Modeling, Hedge Funds, Capital Markets, Financial Consultation, Fundraising, Private Equity
  • Founder | CEO

    2014 - PRESENT
    National Diagnostic Solutions
    • Founded National Diagnostic Solutions LLC (NDS), a healthcare startup focused on diagnostic imaging (; 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.
    Focus areas: Financial Modeling, Budgeting, Revenue Optimization, Financial Planning & Analysis (FP&A), Growth Capital Raising
  • Associate

    2012 - 2014
    Kohlberg Kravis Roberts
    • 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
  • Bachelor's degree in Economics
    2006 - 2010
    Harvard University - Cambridge, MA, USA

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