Kelly Haggerty

 

ADVISOR BIOGRAPHY

Kelly Haggerty is an accomplished Senior Executive with more than 20 years of success across the consumer product, food & beverage, retail, energy, utility, financial services, entertainment, and information technology industries. Passionate about driving impactful outcomes from strategic transactions, Kelly brings extensive domestic and international merger, acquisition, and divestiture experience- paired with a solid finance and tax background- to clients interested in taking their companies to the next level.

2017

Founder - Nearco Transaction Advisors, LLC

Nearco Transaction Advisors, LLC

  • Advised CEO and Board of Directors during $1 billion utilities acquisition
  • Developed California Bar Association certified Mandatory Continuing Legal Education (MCLE) course on M&A Legal Agreements
  • Provided M&A coaching and deal advisory services for a variety of clients
  • Developed and taught integration methodology coursework

2017 - 2017

Acquisition Integration Advisor - Confidential - Silicon Valley Consumer Products & Technology

Silicon Valley Consumer Products & Technology

  • Go-to-market strategy pertaining to $2.9 billion acquisition

2016 - 2017

Corporate Synergies Consultant - Silicon Valley Consumer Products & Technology

Silicon Valley Technology Company

  • Advised the leadership team on synergy realization strategies for prior acquisitions

2016 - 2016

Deal Team Contracts Lead - Confidential - Leading Industrial Products Company

Leading Industrial Products Company

  • Worked jointly with the CFO providing leadership for a $6.9 billion acquisition and corresponding $3.4 billion divestiture
  • Advised Deal Team on content of deal agreements and conducted negotiations
  • Advised integration and separation management office teams

I’m Available To Advise On The Following Subjects

Go-To-Market Strategy

Mergers

Business Development

Acquisitions

Company or executive-specific business strategy

Business advice related to my role at my company

Feedback on my company’s product/service

Input and advice on a key project