Kevin joined Sax in 2022 as Partner and Leader of the firm’s Transaction Strategy & Transformation practice. He brings over a decade of experience and is responsible for the overall strategy and the delivery of client related services. His robust transaction knowledge allows him to advise his clients on financial and operational diligence, finance transformation and corporate restructuring mandates.

Prior to joining Sax, Kevin was a member of the Transaction Strategy & Execution Group at EY Parthenon (“EYP”), a top 5 global strategy consulting firm. While at EYP, Kevin focused on the execution of Sell & Separate mandates, which included operational and financial diligence for carveouts, spins and divestitures for leading private equity firms and Fortune 100 companies. Kevin also served as the CFO of a private equity backed manufacturer during a large-scale turnaround and restructuring effort.

His efforts led to the receipt of both the Small Market Turnaround of the Year award from the Global M&A Network and the Restructuring Community Impact award from The M&A Advisor, having previously served as the Director of M&A Strategy for the firm. Kevin spent the first half of his career in banking, where he focused on corporate credit analysis and loan origination within the lower middle market.

Kevin is a current PhD scholar in the School of Business at Tiffin University and is a member of the Forbes Finance Council.