At IHS Markit, an S&P 500 constituent, Kyle's group won 3 consecutive Waters Technologies awards for “Best Pricing/Valuation Provider” and grew the EBITDA at a 15% CAGR. He has worked in private equity, venture capital, and as a finance researcher—all roles in which he worked closely with fund managers and CEOs in varying capacities. He looks forward to helping his clients find creative strategies for identifying and realizing value.
Authored a case study and technical note published by Darden Business Publishing that covers single-name CDS and credit index valuation as well as arbitrage techniques.
Authored a case study published by Darden Business Publishing that covers the proxy battle at Imation Corporation, formerly IMN on the NYSE, initiated by activist hedge fund (the Clinton Group). The case study covered a number of finance topics, including bankruptcy, activist investing, proxy voting, turnaround strategy, and shareholder pressure at publicly traded firms.
Worked directly with CEOs, board members, and C-suite executives to develop the cases and learning objectives from real-world experiences.
Conducted on-site interviews, distributed surveys, and analyzed market trends for the potential launch of a new product focused on an emerging market customer-base; segmented the market using the aforementioned data and identified a $100 million market opportunity.
Developed a financial model to measure ROIC and payback period differences between market entry via internal product development, acquisition, and joint venture; determined that an acquisition or joint-venture were the best options for the firm.
Presented a recommendation to the group president and CEO—my recommendation and the accompanying analysis were given to the head of the emerging markets division for implementation.
Focus areas: Financial Modeling, Project Finance, Mergers & Acquisitions (M&A), Product Management, Marketing, Research and Development
New Richmond Ventures
2016 - 2017
Conducted investment due diligence, including industry analysis, competitor analysis, cap table construction, multiple-based firm valuation (based on precedent transactions), DCF-based firm valuation, and model sensitivity analysis—successfully vetted, but ultimately passed on, 8 potential investments.
Attended investment pitches—actively questioned entrepreneurs about growth assumptions, cash flow forecasts, industry trends, future funding requirements, and exit options/timeline.
Developed a unique ability to quickly and effectively identified the most important aspects of VC investment pitches.
Focus areas: Financial Modeling, Venture Funding, Due Dilligence
2010 - 2014
Promoted to product manager, 2 years ahead of the company’s minimum experience requirement, with a mandate of limiting the revenue deterioration of a declining business unit.
Led a 9-person, globally-based team, including software developers, lawyers, marketers, and sales people—that grew annual revenue from $9.5 million to $10 million, exceeding executive forecasts by $1.5 million.
Reinvigorated a business unit by launching 3 new products—with ownership from ideation through sales/marketing; developed a new licensing model and redesigned pricing for existing products. Also negotiated 2 partnerships with key industry competitors, combining our respective strengths to close our product gaps; product pipeline helped to sustain revenue growth.
Created new valuation models, responding to market trends and demand, and improved accuracy across legacy products by developing specifications, testing implementations, and releasing updates; helped grow EBITDA at a 15% CAGR and received Waters Technologies award for “Best Pricing/Valuation Provider” (2011-2013).
Hired and coordinated client services team to manage Maclaren Baby’s 2009 product recall; successfully fielded client demand more than 300% above forecast by devising an automated process to track and process recall requests.
Attended portfolio company executive and board meetings in place of the managing director; took notes, delivered updates and action plans, and followed up on future deliverables.