Keith Koeferl

Background

About Keith Koeferl

Proven financial acumen and highly successful analytical track record in both quantitative and qualitative initiatives utilizing investment, corporate finance and organization enhancing skills. Analytical Skills – Rigorous fundamental research in securities emphasizing publicly traded equities and securities with equity-like risk components but experience ranges across instruments in the capital structure. – Private equity experience across several roles as an investor, Board representative and corporate finance practitioner. – Developed successful, proprietary risk management frameworks for portfolio management. – Performance figures demonstrate material risk-adjusted outperformance. Returns are included on resume, which is available upon request. Organization enhancing skills – Restructuring related skills are of varying degrees associated with turnarounds, leveraged M&A, distressed debt investing, due diligence, negotiations, capital sourcing, valuation work across sectors and conversancy across the capital structure. – Extensive c-suite engagement across career involving value added dialogues over capital allocation, strategy, operations and other important business matters. – Operational contributor as a research director, business co-founder and Board of Directors representative. – Communications roles related to key stakeholders: fund investors, securities investors and corporates. Technological Aptitude – 20+ years of analytical experience following the sector. – Founded and ran multiple technology focused investment funds covering all sub-sectors with a global purview. – Post-graduate studies in business data analytics augments skills related to managerial leadership approaches, innovation strategy and the analysis of primary data. Last Word If you are aware of a potentially suitable opportunity please contact me (kkoeferl@gmail.com). Thank you for your consideration!