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Keith Yagnik

Director- Business Consulting & Capital Markets

 Keith provides business advisory and capital raise services to domestic and foreign entities that are privately and publicly held (including state-owned) enterprises of all sizes. On the business advisory side, he develops optimization plans for clients and supports their execution in the complete life cycle within the mergers and acquisition  process. On the capital raise side, he supports pre-IPO, IPO, and FPO rounds. He is passionate about providing financial services support to small/nano-cap early growth stage companies in a diverse range of industries. He partners with institutional investment, private equity, and venture capital groups to help bring finance, business acumen, relevant business data, and access to valuation and underwriting professionals.

Prior to joining Lions, Keith enjoyed a 50+ year career, starting out as a freshly-minted MBA entry-level management trainee and rising through the ranks to Chief Executive Officer & President. Keith worked on the client, agency, and marketing services provider side. Working in 28 countries worldwide, he has experience across multiple sectors, including airlines, automotive, consumer packaged goods, energy, financial services, healthcare, health & beauty aids, hospitality, liquor, media/publishing, retail, technology, and telecommunications. Keith pivoted over the past 10 years to financial services at MetLife, New York Life, and now Lions 

Financial.  Throughout his career, Keith has worked to support clients at all levels, with companies of all sizes, in different industries and sectors, essentially helping them continually improve their companies’ business and financial performance.

 

Keith is a graduate of Bombay Scottish High School, and the University of Mumbai, majoring in economics with statistics and marketing. Keith subsequently got various professional certificates and licenses, first in Canada then USA, such as advanced marketing, account planning, media planning & buying, negotiation skills, insurance and investment licenses. Keith is a 30+ year resident with his wife on the Upper East Side, Manhattan, a member of Madison Avenue Presbyterian Church, and gets his biggest satisfaction watching his four grandkids grow.

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