Private Equity Manager

Kevin Yea, CPA

Multi-disciplined finance professional with investment and transaction advisory experiences at a boutique investment advisory and merchant banking firm serving ultra high net-worth entrepreneurs and venture capitalists preceded by audit experience at a Big 4 firm

Areas of Specialty

• Financial due diligence and valuation of investment targets

• Investment committee participation

• High-level deal/fund structuring and negotiations

• Private equity and real estate direct investments, co-investments, and portfolio management

• Activist creditor and shareholder representation

• Construction of financial management tools such as revenue pipeline, incentive compensation, cash projection, and cost cutting models

• CFO tasks including reporting of investment partnerships

Professional Experience

Keel Point, LLC McLean, VA

During my 5 years here, I have worked closely with the executive management on a wide range of firm and client matters through much growth and change. Major responsibilities include:

Private Investment Manager 2004 - current

As Co-head of private investment team, led or co-led among others:

• Preferred equity investment in growth-stage technology company that resulted in full redemption of original investment amount upon exit due to enhanced investor protection

• Due diligence and execution of secondary market acquisition of LP interest in technology venture fund

• Purchase of distressed CDO pool from a forced seller at significant discount to par value and out-sized yield to maturity

• Origination and monitoring of secured debt investment set to achieve high-teens IRR at maturity

• Set initiative to allocate multi-family real estate assets in mid-size cities to client portfolios that achieved positive yield and low volatility despite nationwide market downturn

Analyst, Distressed Convertible Debt and 144A Equity Fund 2008 - current

• Fundamental analysis of convertible debt issued by public companies with focus on pricing inefficiencies

• Valuation of Rule 144A equities trading at distressed levels

• Served managerial functions involving drafting of offering documents, reporting, and construction of investment policy

Lead Advisor to a Significant Private Equity Financier 2005 - current

• Active management of client’s extensive private equity portfolio valued over $60M; performing due diligence on acquisition front and ongoing monitoring until harvest

• Advised client’s company management on strategic and operational matters as it faced challenging constraints including cash crunch, inventory shortage, and litigation

• Advise client’s resort partnership CEO on financial management including cash monitoring and excess asset dispositions

• Perform ongoing analysis of client’s significant holdings in a NYSE company

Corporate Financial Manager 2004 - 2006, 2008 - current Supported firm’s CEO and CFO in numerous strategic and operational initiatives:

• Collaborated with executive consultant to analyze current business and developed an operating plan for executive committee approval and implementation

• Developed revenue pipeline, incentive compensation models, and cost reduction plans

• Assisted with restructuring of capital and capital raising activities

PricewaterhouseCoopers LLP Washington DC

Associate, Assurance and Advisory Services 2002 - 2004

• Performed financial audits of both public and private companies in a variety of industries

• Led field team in performing “going concern” analysis of an at-risk client and successfully passed partner peer review

• Acted as team leader on financial audit and interim reviews of high-growth, pre-IPO pharmaceutical company. Received exceptional praise from the client and my manager

Education

Brigham Young University Provo, UT

B.S. Degree, Accounting (2002) from accountancy program consistently ranked top 3 nationally per Financial Times and Public Accounting Report

Professional Certifications

• CPA (passed all four parts of exam on first try)

• FINRA Series 65

Skills

• Computer. Proficient in Microsoft Office suite of applications (Word, Excel, Access, and PowerPoint)

• Language. Speak, write, and read Korean fluently. Used Korean regularly for two years while performing voluntary church missionary service from ’97 to ’99.

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