Kevin Ward

Trailblazer
DISC Type : ID

Chief Financial Officer at Erie Home

Holland, Ohio, United States

Overview

Kevin Ward is the Chief Financial Officer at Erie Home, a CPA with deep expertise in financial and operational leadership for private equity-backed companies. A graduate of Boston University, he specializes in driving growth, managing turnarounds, and leading successful portfolio company exits, generating significant enterprise value.

He has a distinct track record of steering multiple PE-backed companies, like AWP Safety and Pine Environmental, to successful sales in under 28 months.

Personality Overview

Achievement-Oriented

Informal

Friendly But Fast

They are not against taking risks and can make tough decisions when required.
  A combination of speed and relationship gets the best response from them. If they come to believe in your value proposition, they will be your champion.

Topics They Care About

PE Value Creation
His career is centered on leading private equity-backed portfolio companies to successful, high-value exits through strategic financial and operational leadership.
Rapid Business Growth
At his current role with Erie Home, he is part of a leadership team that has overseen nearly 10x revenue growth and rapid national expansion.
Operational Turnarounds
He has an extensive background in M&A integration, cost optimization, and cultural realignment to drive organizational performance and enhance shareholder value.

Media Appearances

Kevin has no verified media appearances

Work History

10-2021
Chief Financial Officer at Erie Home
1-2020 - 10-2021
Chief Financial Officer at AWP Safety
Chief Financial Officer at Pine Environmental Services LLC
Executive Vice President / Chief Financial Officer at Kappus Company
Management Consultant at Spartan Group, Inc

Education

1991 - 1993
MSBA from Boston University
1986 - 1990
BBA from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Holland, Ohio, United States Job Level : Leadership Designation : Chief Financial Officer at Erie Home
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Display high self-confidence and expect them to have a strong personality.
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking them how they truly feel about your product
  • Don't make any commitments that you might not be able to fulfill
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Kevin

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Kevin take some risk or not?

  • If necessary, they will be ready to take risks.

You And Kevin

Personality Compatibility


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