- Founded Keene Advisors, a socially responsible investment bank and consulting firm based in Boston that specializes in providing strategic and financial advice on capital raising and M&A transactions as well as on other strategic and financial matters.
- Led teams of purpose-driven employees on advisory engagements for private and family-owned, venture-backed, private equity-owned, and publicly traded companies.
- Consulted on over 75 client engagements with clients ranging from startups to Fortune 50 companies, private equity firms, venture firms, and family offices.
- Advised a venture-backed agtech company on a bridge capital raise. Responsibilities included developing a financial model, marketing materials, and introducing the investors.
- Counseled a venture-backed food company on the sale to a competitor. Responsibilities included developing a financial model and marketing materials, contacting potential buyers, and managing the entire sale process.
- Gave guidance to a privately-owned software company on strategic alternatives, including the reorganization of the business.
- Supported a $1 billion private equity-backed company in the development of a comprehensive M&A strategy.
- Delivered expert recommendations to a $10+ billion publicly-traded medical device company in connection with the formation of an international joint venture; responsibilities included structuring and valuation.
- Incorporated Keene Advisors as a benefit corporation in 2015, earned B corporation certification in 2016 and was named "Best for the World" 2017, 2018, and 2019 by the nonprofit B Lab.
- Named as a 40-under-40 honoree by the Boston Business Journal.
Focus areas: M&A Modeling, Due Diligence, Capital Allocation, M&A (Buy-side), Corporate Sales & Divestitures, Rollups, Acquisitions, Refinancing, Recapitalization, Credit Analysis, Bank Debt Raises, Restructuring, Financial Modeling, Cost of Capital, Capital Raising, Growth Equity, Entrepreneurial Finance, Impact Investing, Conscious Capitalism, Social Enterprise, Private Equity Valuation, Private Equity, Early-stage Venture Capital, Venture Funding, Growth Capital Raising, Financial Marketing, Business Planning, Financial Overviews, Capital Structure Analysis, Capital Markets, Capital Structuring, Leveraged Buyout Modeling, Mergers & Acquisitions (M&A)