Areas of Engagement
- Align board and management on strategy, goals, measures and implementation roadmap.
- Evaluate potential fintech/financial institution partnerships and help negotiate deals.
- Help plan and execute post-transaction integration.
- Advise on digitizing your business model across the value chain.
- Improve salesforce efficiency and effectiveness.
- Assess options for meeting regulatory requirements; help remediate outstanding issues.
Kevin Boyle joined Newport as it expands its capabilities to advise emerging growth fintechs and entrepreneurial incumbents in the financial sector. He has extensive experience in financial services working with CEOs and their teams to drive organic growth, execute M&A transactions, and transform business models to leverage digital technologies and adapt to new regulations. In the post-financial crisis period Kevin has been an advisor to banks, investment managers and fintech companies working on issues ranging from launching a Digital Banking SaaS business to developing Risk Governance policies for the board and executive management of a major U.S. bank. Earlier in his career Kevin was a Partner at Accenture; Head of Corporate Strategy at State Street; SVP of Strategic Innovation at Bank of America; and led Sales and Customer Service for Telemet America, a de novo financial information and analytics service provider. Kevin is particularly focused on working at the intersection of incumbent financial institutions and fintechs, where great value can be created but survival of the fittest is at stake. Kevin is the parent of a young man with autism and is a co-founder of Autism Housing Pathways, a 501(c)(3) non-profit organization. He holds an A.B. in Economics from Dartmouth and an MBA from Harvard Business School.
Increased SaaS subscription revenues at a 23% CAGR over 4 years to $296 million with EBITDA of $100 million by transforming the business model of a Fintech 100 firm.
Led the deal team and successfully closed the sale of a regional Retirement Plan Services business to a top twenty mutual fund company through a competitive bid process.
Managed post-merger integration to achieve $513 million in cost savings over 3 years while retaining over 90% of customer deposit balances in a large regional bank merger.