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Kevin Isaacs

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.
Kevin is now available for hire
Career Highlights
Academic Highlights
Case studies
  • Capital Raise | Offering Memorandum
  • Sellside | Valuation Analysis
  • Sellside | Dealmaking
Industry Expertise
  • Private Equity
  • Telecommunications
Other Expertise
  • Business Services
  • Financial Modeling
  • Healthcare Services
  • Mergers & Acquisitions (M&A)
  • Optimization
  • Valuation
Employment
  • Partner
    8th Hill Corporation
    2017 - PRESENT
    • 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
    Sequence Health
    2016 - 2016
    • 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
    Media Caddy
    2014 - 2015
    • 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
    Cary Street Partners
    2014 - 2015
    • 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
    The Breckenridge Group
    2012 - 2014
    • 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
    University of Virginia—Darden School of Business - Charlottesville, VA, USA
    2015 - 2017
  • Bachelor's degree in Finance, Marketing
    University of Virginia—McIntire School of Commerce - Charlottesville, VA, USA
    2008 - 2012
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