About Kevin

Kevin works with lawyers and their clients to create and audit economic models that aid in the closing of corporate transactions. He specializes in the construction of payout deliverables for mergers and in building pro forma capitalization tables for venture financings. He also audits corporate records to ensure compliance with various mathematical tests implemented by the Securities and Exchange Commission and IRS.

For more complicated transactions, Kevin works directly with clients to construct a more tailored model that will ensure the right business outcome is achieved. He constructs robust models to guide clients on business decisions, as well as deal-specific spreadsheets that are tailored to the corporate documents drafted by lawyers.

He also works with lawyers to ensure client compliance with a variety of quantitative tests used in corporate law. In particular, he runs:

  • 280G analyses to quantify parachute payments of executives in mergers.
  • Rule 701 calculations to confirm that a company is not issuing too many stock options to its employees.
  • Pay-versus-performance disclosure calculations pursuant to Item 402(v) of Regulation S-K.
  • $100,000 incentive stock option (ISO) limit tests to ensure that employees don’t vest more than $100,000 in a single year.
  • Payout spreadsheets to evaluate the cash/stock mix in mergers to guarantee the transaction can be tax-free.

Before Cooley, Kevin worked as a senior associate in valuation and business analytics at BDO USA in New York City.

Passions

Sports

Travel

I create models that help guide our clients in making informed business decisions.

Education

  • University of Kansas
    BS, Finance, 2018

Experience

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