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Charles Keepman
Vice President - M&A, Valuation and Modeling
Professional Background
Charles Keepman is a highly accomplished professional in the finance sector, known for his expertise in mergers and acquisitions, valuation, and financial modeling. He currently serves as the Vice President focused on M&A, Valuation & Modeling at Economics Partners - A Ryan Company, where he has leveraged his extensive knowledge to advise clients on complex financial transactions. With a foundation built on sound financial principles and practices, Charles boasts a remarkable career trajectory that reflects both his dedication and professional acumen in the finance industry.
Throughout his career, Charles has held several prominent roles, including a significant period as a Partner at KLC Capital Partners, LLC. Here, he honed his skills in strategic investment and financial analysis, contributing to the firm’s growth and success. His previous experience as a Senior Analyst at Economics Partners further solidified his capabilities in valuation analysis, providing him with the tools to support businesses in critical financial decision-making processes.
His time at EY saw him excel as a Valuation & Business Modeling Senior Analyst and earlier as an Analyst. In these roles, Charles developed extensive expertise in preparing valuation reports and financial models that guided clients through various complex financial landscapes. The foundation of his analytical skills was built during his tenure as a Summer Finance Analyst at Citi, where he first dived deep into the financial industry’s practices and methodologies.
In addition to his corporate responsibilities, Charles's early career also included a meaningful chapter as a Lease Analyst at KLC Financial, Inc., where he played a key role in evaluating and structuring lease agreements to better serve client needs and optimize financial outcomes. Demonstrating his dedication to service, he has also served as a Full-Time Volunteer Representative for The Church of Jesus Christ of Latter-day Saints, where he developed key leadership and interpersonal skills that have only enhanced his professional capabilities.
Education and Achievements
Charles Keepman is a graduate of Brigham Young University, where he studied for his Bachelor of Applied Science (B.A.Sc.) in Finance. This rigorous academic background laid the groundwork for his robust understanding of financial principles and equipped him with critical analytical skills essential for success in the finance industry. At BYU, Charles not only excelled academically but also engaged in various programs that fostered his leadership abilities and professional networks, setting the stage for his successful career.
Throughout his career, Charles has achieved numerous accolades, not just in terms of job titles but also through the substantial impact he has made in each position. At Economics Partners, his leadership in the M&A division has been instrumental to the firm's reputation as a reliable advisor in financial markets. The work he has done in valuation and modeling has helped many organizations implement effective growth strategies and navigate complex financial landscapes with confidence.
Key Achievements
- Vice President at Economics Partners: Spearheading M&A, Valuation & Modeling, contributing to impactful financial decision-making strategies for diverse clients in various industries.
- Partner at KLC Capital Partners: Engaged in high-stakes investment evaluations and strategic planning to support client portfolios.
- Senior Analyst at Economics Partners: Provided expert valuation analysis crucial to numerous business transactions, helping clients achieve optimal financial outcomes.
- Valuation Analyst at EY: Developed a comprehensive understanding of business valuation processes through rigorous financial modeling and analysis.
- Finance Volunteer: Dedicated service as a Full-Time Volunteer Representative, where he developed leadership and analytical skills that have greatly enhanced his professional endeavors.
Charles Keepman stands out as a remarkable figure in the finance sector, combining a strong educational background with extensive experience across various high-caliber financial institutions. His unique combination of analytical skills, leadership abilities, and dedication to client success make him a trusted resource for organizations looking to navigate the complexities of the financial world.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.