Kevin Shtofman

I began as an Intern performing financial modeling in the alternative energy space, attending business development meetings and presentations, and researching government and private financing methods and availability.

In July of 2009 I was promoted to Assistant Vice President, with expanded responsibilities and exposure.  We serve as financial advisor, intermediary, and/or equity partner to emerging alternative energy companies and government entities, using multiple financial structures. Our main specialties are energy efficiency financings, alternative energy development, and project financing for renewable energy production. Although we engage in transactions nationwide, the bulk of our work involves the Southeast and West Coast.My work consists of financial modeling, transaction and market research, bond structuring, and industry networking for business development. Should you have an emerging technology in the alternative energy space or a connection to a municipal agency that has a financing need, please feel free to contact me,

·Performed extensive industry and company research to target acquisition candidates, using Hoover’s, Bloomberg, Business Source Complete, and others

·Aided clients in business plan compositions, strategic planning, and detailed Excel financial models

·Accepted buyout when VC funding not received (05/08)

• Advised range of clients from multiple age groups, ethnicities, and classes
• Oversaw a book of $5 million with a $25 million pipeline
• Expanded advisor role to include investment banking referrals potentially worth over $85 Million
• Received basic financial analysis training to aid my clients in future sale of their respective companies

• Obtained Series 7 and 66 licenses as well as Group One Insurance, all on first attempt
• Achieved AAMS accreditation on first attempt
• Successfully built a $6 million book of business from networking and cultivated a $12 million pipeline
• Built a weekly updated contact list of over 400 people, which I still use today

Master of Business Administration Concentration:Finance, Strategy

Cox Leadership Deans Circle, SMU Cox Ambassador

Strategy Club President, SMU Cox Consulting Club VP, Finance Cub, MBA Golf Association

2009 SMU Business Plan Competition: Team Leader/Finalist

2009 Rice Business Plan Competition: Team Leader/Current Finalist (04/15/09)

MBA Consulting Projects:

The Zucker Group: Industry Analysis for Search Fund potential acquisition (01/09 – 07/09)

C5 Partners: Team Lead for a major national client’s business operations plan (6 week engagement)

    Wipe OutKid’s Cancer: Project Team Leader, developing strategic business plan (elected to Board 03/09)

INNEX Energy:Conducted a feasibility study for possible alternative energy program (3 week engagement)

Bachelor of Arts, Major: Economics Minor: Business

Texas Cowboys - Officer and three year member

UT Student Government Planning Committee – 1 year

Successful Completion of Hillel’s Young Leadership program – With Distinction

Sigma Alpha Mu Fraternity, Officer and four year member