Finance Advisory Board Member

Keith Carlson

Shareholder & Managing Director of M&A, VonLehman & Company Inc. CPA & Advisory Firm

Keith Carlson is a senior finance professional with a broad skill set that expands well beyond the confines of traditional finance. The positions he has held within a leading Private Equity Group, two Global Banking Institutions, a middle-market investment bank and a Fortune 500 Company has given him a myriad of experience in areas such as a) Mergers and Acquisitions (sell-side and buy-side), b) Capital Market Solutions (Senior Debt, Subordinated Debt, Equity, etc.), c) Underwriting, d) Deal Structuring and Negotiations, e) Due Diligence, f) Business Development, g) Financial Analytics and Analysis, h) Modeling (valuation analysis, DCF, leveraged buyout, etc.), and i) General Management. As a result of his skills and other intangible qualities, he has been able to achieve success in numerous situations within other non-finance areas of organizations he has worked.