Strategy & Finance
“You’ve got to think about big things while you’re doing small things, so that all the small things go in the right direction.”
-- Alvin Toffler (Strategist & Futurist)
As a result of his thought leadership in experiential learning, Kevin implements project-based and hands-on educational programs worldwide that that create valuable learning opportunities for students and tangible results for organizational partners.
Kevin plays an active, ongoing role in economic development, social enterprises, and community engagement throughout Massachusetts and Connecticut with particular focus on the Connecticut River Valley Region.
Kevin helps organizations develop their stakeholder-driven visions of the future grounded in their core values.
In addition to his work with non-profits and community organizations, Kevin has led or advised many substantial strategic initiatives for organizations of all size. He has also served on public company, private, and non-profit boards of directors as both a member and senior leader.
As an educator-practitioner with multiple universities, Kevin leads university, community, and industry collaboration related to experiential learning that generates real-world solutions for clients and quality educational outcomes.
Kevin has led extensive project-based learning and other academic innovation at Columbia University, Worcester Polytechnic Institute, and the University of Hartford (amongst others).
Kevin partners with economic development, business, non-profit, and community leaders to create shared value through social entrepreneurship, impact investing, and experiential learning initiatives.
Kevin's community focus includes non-profits and social entrepreneurs.
M&A | Alliances
Based on many years of mergers and acquisitions experience, Kevin works with organizations to plan successful corporate development initiatives that are focused and value-driven.
Entrepreneurs have led the Massachusetts and Connecticut economies in agricultural, precision engineering, high technology, bio-technology, and other areas of innovation.
Financial Technology ("FinTech") plays an increasingly important role in the core strategies of investors, consumers, and financial services firms (like banks and insurance and investment firms).
Kevin helps the organizations he advises make financially and strategically sound decisions that meet the needs of investors and other key stakeholders.
He assists firms with tools designed to evaluate potential transactions through thoughtful diligence and a clear understanding of strategic, financial, and operational goals.
Kevin integrates his work in finance, organizational strategy, and economic development with his engagement with entrepreneurs.
He provides technical support and financial insight that help local entrepreneurs and small businesses drive long-term success.
Kevin guides innovators as they navigate the continuously evolving world of FinTech.
He has leveraged his extensive experience in financial services and in FinTech as an experiential educator with Worcester Polytechnic Institute, the University of Hartford, and Columbia University.