Kelsey supports senior team members through a variety of functions, with an emphasis on M&A, ESOP Advisory and Valuation Services. This includes financial analysis and modeling of valuation and transaction alternatives, evaluating business operations, ownership capital structure and competitive landscape, developing presentations for use in client meetings, conducting industry, market, and competitive research, and assisting with business development and origination opportunities.
Prior to Verit, Kelsey worked at Baird as a member of the investment banking technology & services team. Kelsey provided analytical support on equity offerings, mergers and acquisitions and other financial advisory services.
ESOP Emerging Leaders, The ESOP Association.
Bachelor of Arts in Economics and Finance—from Washington University in St. Louis; member of FINRA: Series 79 and 63.