Keith Fernandez
Verified Expert in Management Consulting
Finance Expert
Miami, FL, United States
Toptal member since February 2, 2017
A Harvard economics graduate with a Wharton MBA, Keith is a seasoned financial consultant who has helped clients grow their businesses and successfully raise over $4.5 billion. He has executed numerous complex financial transactions for startups and Fortune 500 corporations while working at leading Wall Street investment banks like Merrill Lynch and private equity firms like KKR. Keith also serves as a chief financial officer (CFO) for numerous entertainment and film companies.
Career Highlights
Education Highlights
Case Studies
Startup Marketing and Investor Presentation
Fully Dynamic Financial/Valuation Model
Evaluation of a Restructuring and Investment Opportunity
Industry Expertise
- Advertising & Marketing
- Investment Banking
- Venture Capital & Private Equity
- Healthcare Services
- Financial Modeling
- Capital Markets
- Debt Capital Markets
- Business Technology
Other Expertise
- Capital Raising
- Capital Structure Analysis
- CFO
- Financial Modeling
- Fundraising
- Mergers & Acquisitions (M&A)
- Private Equity
Work Experience
Managing Partner
Monarch Financial Consulting
- Acted as a VP at an M&A Investment Bank, leading their deal team.
- Performed the role of an outside investment VP to a large credit hedge fund.
- Helped as an outside M&A advisor to a large multinational corporation.
- Acted as a venture capital advisor to a large multinational corporation with an internal VC fund.
- Served as an Investment Director at a family office.
- Acted as an outside CFO for a large marine asset management company helping them fundraise and manage their finance department.
- Employed as a fundraising advisor to a nascent entertainment app that successfully raised $1 million in seed capital.
- Served as Director of Finance for a mobile app company.
Chief Financial Officer
National Diagnostic Solutions
- Acted as CFO and was responsible for overseeing all financial functions of the National Diagnostic Solutions LLC (NDS), a healthcare startup focused on diagnostic imaging.
- Helped create a rapidly growing enterprise that expanded key diagnostic operations in six states across the East Coast—serving over 100 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.
Private Equity Senior Associate
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 public and private fundamental credit and equity analysis/due diligence as a Capital Solutions Group (CSG) member, 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.
- Served as the lead associate supporting the deal team, including developing capital structure and executing the capital raise for a $3.5 billion equity private placement.
Investment Banking Senior Analyst
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.
Education
Master of Business Administration (MBA) in Finance
The Wharton School of the University of Pennsylvania - Philadelphia, PA, USA
Bachelor's Degree in Economics
Harvard University - Cambridge, MA, USA
Skills
Finance
Private Equity, Mergers & Acquisitions (M&A), Forecasting, Capital Structure Analysis, Capital Raising, Three-statement Modeling, Fundraising, Financial Modeling, Financial Planning & Analysis (FP&A), Budgeting, CFO, Cash Management, Cross-border M&A, M&A (Buy-side), M&A Modeling, Revenue & Expense Projections, Investment Memoranda, Deal Analysis, Valuation Modeling, Data Analysis, Due Diligence, Leveraged Buyout Modeling, Pricing, M&A (Sell-side), ROI, Growth Capital Raising, Revenue Optimization, Capital Structuring, Debtor & Creditor Management, Equity Research, Venture Funding, Valuation
Data & Analysis Software
Capital IQ, Bloomberg
Industry Expertise
Healthcare, Financial Services, Capital Markets, Debt Capital Markets, Venture Capital
Geographic Expertise
United States, Latin America (LATAM), India
Output Software
Microsoft Excel
Other
Financial Analysis, Healthcare Services, Entrepreneurship, Microsoft 365, Financial Forecasting, Market Sizing, Finance, Private Equity Consultant, Treasury, Pitch Decks, Business Modeling, Business Planning, Sensitivity Analysis, Consulting, Early-stage Venture Capital, Post-merger Integration, Fractional CFO, Interim CFO, Business Models, Startups, Biotechnology, SaaS, Underwriting, Risk Assessment, Due Diligence Consultant, Business Plan Consulting, Data Rooms, IT Services, Deal Structuring, Deal Flow Origination, Deal Sourcing, Leveraged Buyout (LBO), Business Strategy, Business Analysis, Life Science, Investments, Investment Banking, Key Performance Indicators (KPIs), Dashboards, Financial Reporting Dashboards, Finance Director, Software as a Service (SaaS), Modeling, Cohort Analysis, Metrics, Compliance, Medical Devices, Leveraged Finance, Financial Consultation, Hedge Funds, Marketing, Industry Analysis, Investment Ideas, Investment Capital Raising
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