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Meet Our CEO

Keith Fernandez is the CEO and Owner of Monarch Financial Consulting LLC. He has over 15 years of experience in Private Equity and Investment Banking and has helped clients raise over $4.5 billion in Equity and Debt Capital. He has served on M&A engagements aggregating over $1.0 billion.

A seasoned Financial Professional, Keith graduated with a BA in Economics with Honors from Harvard College and received his MBA from Wharton Business School in Finance, where he graduated 2nd in his class. 

Keith has worked at leading Wall Street Private Equity Firms and Investment Banks, including KKR and Bank of America Merrill Lynch.

Through Monarch, Keith provides all the services of a Private Equity or Investment Banking VP, except on an as needed basis, saving your Firm time and money and providing you with a flexible talent resource.

He also works with numerous start-ups and small businesses to help them raise capital through his VC networks and solve their business problems. He has served as a Fractional CFO for numerous of his clients and enjoys working with small business to help them flourish!

These Are The Services We Offer

Investment Banking

  • Serving as an Outsourced VP or Associate

  • Participating in All Aspects of M&A transactions

  • Setting Up & Organizing Virtual Data Rooms

  • Leading Company Due-Diligence Processes

  • Creating CIMS, Teasers and Board Presentations

  • Compiling Buyer & Acquisition Target Lists

  • Performing Advanced M&A Financial Modeling

  • Interacting with Management Teams

Financial Modeling

  • Full 3-Statement Operating Models

  • Detailed Valuation Models

  • DCF & Comparable Companies Analysis

  • Advanced LBO Financial Modeling

  • IPO & SPAC Modeling

  • Capitalization Tables and IRR Analyses

  • SaaS & Start-Up Financial Models

  • Leveraged Lending & Credit Models

Private Equity

  • Serving as an Outsourced VP or Associate

  • Participating in Investment Diligence

  • Creating Investment Committe Memorandums

  • Building Advanced Private Equity Models

  • Participating in Portfolio Maintenance

  • Interacting with Management Teams

  • Helping Companies Access the Capital Markets

  • Performing Valuations

VC Fundraising

  • Creating Fundraising Pitchbooks

  • Identifying Lists of Potential Investors

  • Consulting on Positioning and Framing

  • Building Growth Financial Models

  • Advising on Investor Outreach Processes

  • Introductions to Potential Investors

  • Drafting of Legal Fundraising Documents

  • Leading Company Through VC Due-Diligence

Fractional CFO

  • Serving as an Outsourced CFO

  • Leading the Finance Operations of a Company

  • Managing the Books and Financials

  • Formulating Projections and Financial Forecasts

  • Participating in all FP&A Activities

  • Advising Company on Capital Structure

  • Leading all Fundraising Activities

  • Advising the Company on Strategic Initiatives

Business Consulting

  • Professional Coaching to Management Teams

  • Serving as an Outsourced COO

  • Identifying Solutions to Business Problems

  • Identifying Additional Areas for Growth 

  • HR and Compliance Solutions

  • Creating Board and Investor Presentations

  • Accounting and Bookkeeping Analysis

  • Identifying Areas for Cost Reduction 

Business Meeting

Monarch Works with You at Every Stage of The Process to Provide You with a Fully Customized Solution Set Catering to the Unique Needs of your Business

Working With The Best

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"Keith provided exceptional work on an analysis of an investment project! He was clear, prompt, and direct with his communications."

Cassi Layne, Lynniam Farms

ARE YOU INTERESTED IN WORKING WITH US?

1713 Bridgewater Dr, Lake Mary, FL 32746, USA

4077972217

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