Kevin has helped fintech and SaaS companies analyze fundraising, growth, and M&A initiatives—including the sale of a $30 million software company and a $15 million capital raise for another SaaS business. He has originated and led five series A investments of $2-$5 million. Toptal enables him to broaden his client base and experience, leveraging his strong investment and finance skillset to create value for clients.
Built a sophisticated financial model for an eCommerce retailer that led to the issuance of terms for a $5 million investment from a leading private equity firm.
Spearheaded the sell-side process for a digital music business, creating the investment memorandum, building the financial model, and negotiating with the buyer leading to the issuance of a letter of intent that was 40% above the client’s expectation.
Led the financial review and client-side response to financial due diligence in support of the $30 million sale of a niche software company to a strategic buyer.
Headed the fundraising process for a loyalty business with limited traction that resulted in a $2.5 million seed investment from leading European venture capitalists.
Provided strategic advice to founders and CEOs regarding the optimization of performance in support of financing activities.