Kevin joined Financo in 2014 and has nearly a decade of investment banking experience focused on M&A. He is responsible for sourcing and executing M&A transactions in the Beauty & Personal Care sector, in addition to advising companies that fall within Financo’s broader consumer efforts.
Prior to joining Financo, Kevin was with Houlihan Lokey in their Financial Institutions Group, focusing on M&A transactions for banks and specialty finance companies. Kevin received a BS in Business Administration, with a double major in Finance and Accounting, from Georgetown University’s McDonough School of Business.
What have you learned from a client that has had a lasting impact?
On one sell-side assignment, we had a sidebar conversation with a board member who pushed us to show a far more aggressive growth profile than the management team’s projections. With the team not in the room to offer a counterpoint, I spoke up and noted that both management and company credibility with prospective buyers could be negatively impacted if we weren’t able to comfortably defend the revised outlook. While the deal would successfully close, the client CEO reached out a few months after closing to thank me for standing up on the team’s behalf. I was deeply moved by this gesture, and I internalized that integrity is everything and that words and actions – even behind the scenes – can speak volumes.
What differentiates Financo within Consumer & Retail?
I believe everyone at Financo truly appreciates the unique storytelling inherent in successful consumer brands. It’s this deep understanding that allows Financo to best adapt a brand’s DNA and story into a compelling narrative for prospective investors and acquirers in the M&A market.
What was your first job, and how has it influenced you today?
During high school summer breaks, I worked as a cashier at Rite Aid. In the early days, a livid customer stormed up to the counter demanding a refund. Despite having limited experience, I maintained my composure and calmly offered to bring the matter to my manager’s attention. To my surprise, my attitude immediately diffused the situation, as the customer calmed down and offered a nod of thanks. From this, I realized that a positive and professional outlook can have a lasting impact, and make a world of difference.
Where can we find you when you’re outside the office?
Checking out wine bars and specialty shops (I’m a big wine nerd). I love learning from sommeliers and wine professionals about their favorite new producers and exciting, under-the-radar wine regions!