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Keith Carlson
 Director of M&A Advisory Services

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What's your motto?

Success is the best revenge.

Experience

Keith brings over 13 years of experience in M&A (selling and buying businesses), corporate finance, strategy, and capital markets to VonLehman & Company Inc. He primarily obtained this experience from various advisory and direct investment roles. Because he is well-versed in both buy- and sell-side M&A transactions, he is highly skilled in the areas of deal structuring, company positioning, transaction consequences, transaction risk mitigation, negotiations, due diligence, and financial analytics, as well as financial analysis and modeling.

Following graduation from the University of Kentucky, Keith began his career in Charlotte, NC as an investment banking analyst focused on the industrial sector. In this capacity, he assisted deal teams and corporate clients with a vast array of M&A advisory and capital-raising solutions.

Following his completion of an analyst program, Keith obtained an associate position with a leading lower-middle-market southeast-based private equity firm, Capitala Investment Advisors. He played a significant role in the firm’s equity and junior capital transaction execution process. Keith was also heavily involved in the firm’s investor relations and portfolio-monitoring functions. 

With a desire to reconnect with his family roots, Keith moved back to his home state of Kentucky in 2013.  After this move, Keith eventually accepted a director role with Silverstone Capital Advisors. In this position, Keith developed and originated new relationships and transactions with local business owners and their trusted advisors. For any newly obtained relationships or agreements, he would also supervise and execute the entire transaction process on behalf of his clients. 

Keith has participated in more than 50 closed acquisitions, sales, financings, and recapitalizations as an investor and investment banker.  

Education

Bachelor of Science in Finance, University of Kentucky

Professional and Civic Organizations

St. Elizabeth Foundation Young Patrons Guild
A Greater Cincinnati – Founding Member
Northern Kentucky Chamber of Commerce – Emerging 30
Lion’s Club of Fort Thomas, KY