Kevin Isaacs

Richmond, VA, United States

Member since March 13, 2017

Kevin has worked alongside the CEOs and CFOs of middle-market and family-owned businesses on numerous financial and operational improvement projects. As an operator, he turned around a systems integration company and established a new product line at a PE-backed healthcare IT business. Kevin is seeking to bring his unique blend of skills and experiences to sellers whose businesses might need some cleaning-up prior to a sales process.

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Career Highlights

Turnaround Advisor
Media Caddy
Associate
Cary Street Partners
Analyst
The Breckenridge Group

Education

Master of Business Administration (MBA)
University of Virginia—Darden School of Business
Bachelor's degree
University of Virginia—McIntire School of Commerce

Case studies

Capital Raise | Offering Memorandum
- Capital Raising
- Private Placement Memoranda
- Modeling
- Growth Capital Raising
- Emerging Growth Companies
- Forecasting
- Angel/Seed Funding
- Private Equity
Sellside | Valuation Analysis
- Valuation
- DCF Valuation
- Discounted Cash Flow (DCF)
- DCF Modeling
- LBO
- LBO Modeling
- Leveraged Buyouts
- Comparable Company Analysis
- Precedent Transaction Analysis
- Mergers & Acquisitions (M&A)
Sellside | Dealmaking
- Private Equity
- Investment Modeling
- Investment Banking
- LBO
- LBO Modeling
- Leveraged Finance
- Leveraged Buyouts
- Capital Raising
- Business Services

Industry Expertise

Telecommunications

Other Expertise

Business Services
Financial Modeling
Healthcare Services
Mergers & Acquisitions (M&A)
Optimization
Private Equity
Valuation

Employment

Partner
2017 - PRESENT
8th Hill Corporation
- Started working at 8th Hill Corp—a company seeking to help owner/operators transition their company to the next generation of management by providing liquidity to owners and renewed energy to their business.
- Located perspective sellers matching 8th Hill's investment mandate ($750k - $1.5mm EBITDA, Southeast-based in business services or healthcare services industries).
- Conducted due diligence on acquisition opportunities where the seller is looking to back away from their role at the company.
- Structured and executed a single transaction with a combination of long-term debt, seller financing, and 8th Hill equity.
Focus areas: Succession Planning, Business Services, Healthcare Services
CxO
2016 - 2016
Sequence Health
- Advised the board of directors on key management issues—resulting in the CEO being replaced.
- Joined immediately the company’s management team (the board requested that I forego my MBA in order to do so).
- Designed new software implementation process to ensure product adoption post-sale.
- Created a ROI model to demonstrate the company’s value proposition to potential customers.
Focus areas: Process Improvement, New Vertical
Turnaround Advisor
2014 - 2015
Media Caddy
- Designed and implemented a new revenue model to convert a hardware company into a service provider.
- Stepped in to run the company after the CEO took an extended leave of absence.
- Negotiated terms of an equity investment directly with the investor’s counsel to bridge the company’s cash shortfall to profitability.
- Overhauled the company’s existing accounting system and hired new controller to realign the varying policies of prior ownership groups.
- Managed the expansion of the Atlanta distributorship by recruiting sales personnel and implementing a new CRM system.
- Developed a data collection methodology to prove the benefits of the technology to channel partners.
Focus areas: Turnaround, Operations, Capital Raising
Associate
2014 - 2015
Cary Street Partners
- Served as the bank's primary contact with perspective buyers throughout deal processes.
- Identified a client's inappropriate revenue recognition policy and analyzed historical sales database to appropriately categorize deferred revenue as a liability and avoid a costly re-trade in the future.
- Worked directly with a target's CEO and CFO to craft projections; then modeled various LBO scenarios to determine potential investment returns for our buyside client.
- Advised a group of business owners about the options and obstacles they would face in selling their businesses (as part of an executive education program).
- Worked across different offices, often remotely, to support sales processes in disparate locations.
Focus areas: Mergers & Acquisitions (M&A)
Analyst
2012 - 2014
The Breckenridge Group
- Promoted directly to associate one year ahead of schedule due to high performance.
- Prepared integrated valuation analyses including DCF, LBO, public company comparables, and transaction comparables.
- Served industries including: software, telecom, business services, education technology, and healthcare services.
- Wrote a white-paper on the viability of a government program that indirectly provided over 80% of our client's revenue.
- Modeled a client's historical customer lifetime value to aid in crafting the firm’s first budget and provide buyers with insights on customer retention.
Focus areas: Mergers & Acquisitions (M&A)

Education

Master of Business Administration (MBA) in Business Administration
2015 - 2017
University of Virginia—Darden School of Business - Charlottesville, VA, USA
Bachelor's degree in Finance, Marketing
2008 - 2012
University of Virginia—McIntire School of Commerce - Charlottesville, VA, USA

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