Kevin Mitchell

Kevin Mitchell

Investment Banking Analyst

Followers of Kevin Mitchell757 followers
location of Kevin MitchellCarlsbad, California, United States

Connect with Kevin Mitchell to Send Message

Connect

Connect with Kevin Mitchell to Send Message

Connect
  • Timeline

  • About me

    Investor | M&A and Growth Partner | Helping business owners maximize enterprise value and execute M&A strategies.

  • Education

    • City, University of London

      -
    • University of Illinois Urbana-Champaign

      -
      Bachelor's degree
    • Marion High School

      -
  • Experience

    • Lincoln International

      Jan 1997 - Jan 2000
      Investment Banking Analyst

      Advised on sell-side transactions, financial modeling, and valuation analysis

    • CIVC Partners

      Jan 2000 - Jan 2003
      Private Equity Associate

      Evaluated investments, performed due diligence, and supported transactions

    • Affinity Development Group

      Jan 2003 - Jan 2006
      Vice President of Business Development

      - Oversaw corporate development for emerging ventures - Executed growth initiatives to expand service offerings to high value clients- Built out team and partnerships to support a newly created program leveraging core assets

    • Mitchell Equity

      Jan 2007 - Dec 2012
      Consultant | M&A Advisor

      - M&A sell-side advisor for clients in the optical sector- Led PIPE transaction research for under-valued micro-cap public companies- Structured capital solutions for distressed real estate and non-performing loans- Acquired and operated a regional catering company, overseeing growth initiatives

    • Andesite Capital Management

      Jan 2013 - Feb 2020
      President | Family Office & Direct Investment Lead

      ✔ Managed allocations to asset managers, real estate, venture capital, and direct private equity✔ Led acquisitions, capital raising, and operational strategy across multiple portfolio companiesOPERATING ROLES (PORTFOLIO COMPANIES)Board Member, CFO & CEO | ChargeTech Enterprises (2016-2020)- Sourced, negotiated and led the diligence to acquire company from its Founder- Served as CFO and transitioned to CEO- Scaled revenue 33% and EBITDA 5x EBITDA in the first year- Restructured operations, supply chain, and sales strategy to improve margins - Established national distribution partnerships with Staples, Office Depot, and SP RichardsBoard Member & Interim CFO | Linksoul (2012-2016)- Implemented ERP software for financial and operational visibility- Partnered with management on capital raising and value creation initiatives Show less

    • Mitchell Capital

      Jan 2020 - now
      Managing Partner

      Leading strategic financial and operational advisory for middle-market companies ($5M-25M EBITDA) in manufacturing, distribution, transportation & logistics, and business services sectors. Partner with PE firms and business owners to drive value creation through financial optimization, M&A execution, and operational improvements. Provide interim C-suite leadership for portfolio companies and transaction targets.INVESTMENTS | M&A LEADERSHIP✔ Led acquisitions, capital raising, and M&A transactions for middle-market companies✔ Built relationships with private equity firms, family offices, and lenders to finance transactions✔ Closed two acquisitions in manufacturing and transportation & logistics sectors with $150M TEV ✔ Provided financial and strategic leadership for portfolio companiesOPERATING ROLE (PORTFOLIO COMPANY)Board Member & CEO, Power Technologies (2021-2022)- Acquired the company from its Founder, leading the sourcing, negotiation, and due diligence- Led post-acquisition transition, integrating team, accounts, and strategy from Day 1 - Implemented strategic restructuring and financial improvements to expand EBITDA - Developed KPIs, operational reporting, and new business initiatives to enhance enterprise value - Spearheaded a digital transformation initiative to support scalable growth Show less

  • Licenses & Certifications

    • Passed CPA Exam

      AICPA
      Dec 1997