Kyle Keir

Eagle Bay Family Office is an independent, privately-owned multi-family office. We provide asset management and strategic advisory services to ultra-high-net-worth individuals and families, institutions, and corporations. Eagle Bay works to solve complex problems while upholding principles of transparency and personal service. We deliver multi-generational planning and investment advisory services as a true fiduciary.

• Increased annual net income by $100K by developing a product for State and Local Governments and reduced this product’s average production time from 3 hours to 30 minutes by facilitating its automated generation. • Improve the prospective customer subscription rate from 10% to 25% by preparing pitch decks and teaser marketing materials and presenting them in introductory meetings, increasing expected total revenue by $3K per meeting. • Augment revenue from existing clients by an average of $5K by cross-selling on-site and online consulting services to, and collaborating with, municipal leaders to develop and implement solutions to their complex problems concerning economic development, employee retention, alternative dispute resolution (ADR), and more. • Contribute to a 100% arbitration win rate by preparing ad hoc ‘ability-to-pay analysis’ and ‘compensation analysis’ deliverables and providing third-party assistance to clients engaged in labor interest and rights mediation-arbitration (med-arb). • Analyze financial statements and extract vital information to innovate new performance metrics related to credit risk, including measures of leverage, liquidity, and solvency, that serve as the foundation for future product development. • Assess client performance through the comparison of expected and actual results by building regression models that summarize the relationships between highly correlated variables. • Support capital-raising efforts by reviewing and editing pitch decks used in investor meetings. • Boosted product and brand awareness by strategizing and launching a zero-cost affiliate marketing program. Continue to support this marketing program by connecting with potential affiliates, including top industry-relevant influencers on Instagram and YouTube. • Expanded product coverage area by 300% to date by coordinating and optimizing junior staff data collection efforts, expediting the most time-intensive aspect of report production.

• Covered Callon Petroleum Company (NYSE: CPE) as a selected participant in a nationally acclaimed equity research program. • Applied relevant valuation methodologies, including PV-10, DCF, comparable company, and precedent transaction analyses, and built cash flow and earnings models using fundamental business drivers to forecast future financial performance. • Interviewed C-suite executives, visited company headquarters, and published a 39-page equity research report.

• Designed and built complex client-specific financial models for discounted cash flow, comparable company, and precedent transaction analyses. • Utilized Bloomberg and Capital IQ to perform in-depth research on pertinent economic, industry, and market trends. • Presented valuation results to clients and upper management.