Identifying Value Throughout the Process
Founded in 2015 by Kevin Halpin to advise closely held companies on value creation and realization to leverage his nearly 20 years of experience in private equity, investment banking and finance.
Previously, as Managing Director and CFO at DeltaPoint Capital Management, LLC, Kevin was Chairman of the Board of BTI Acquisition, Inc. and a member of the Board of Directors of PACS Industries, Inc., Cloudsmartz, LLC (f/k/a IPLogic, Inc.), and DynaBil Industries, Inc. Previously, Kevin was a member of Capital Formation Group where he serviced clients in the areas of mergers & acquisitions, recapitalizations, restructurings and valuations. Early in his career, Kevin held positions in retail banking and trust administration at Fleet Bank. He is the past President and current board member of the Upstate Venture Association of New York. He is also a board member of YEA! The Young Entrepreneurs Academy. Kevin is a frequent speaker and recognized thought leader on private equity, venture capital and growth strategies at events throughout Upstate New York.
Kevin earned a Master of Science in Finance from Rochester Institute of Technology and a Bachelor of Science degree in Business Administration from State University of New York College at Fredonia.
Recent projects include working with a consumer products company on developing an acquisition driven growth strategy, advising a family business on its position in the market and opportunities to better position itself for long-term growth, and the sale of a mobile canning company.