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Key Reef Financial Key Reef Financial
  • Home
  • About us
  • Business Consulting
  • Business Valuations
  • For Attorneys
    • Expert Witness Services
    • Business Plans for Visas
      • E-2 Visa Business Plan
      • L-1 Visa Business Plan
      • EB5 Visa Business Plan
      • O-1 Visa Business Plan
      • EB-1 Visa Business Plan
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Borislav Stavrev, CFA

Prior to founding Key Reef Financial LLC, Mr. Stavrev worked at Concise Capital Management, a high yield short duration corporate bond hedge fund, where he supported management in growing AUM from $30 million to over $300 million. As a member of the investment committee, Mr. Stavrev was responsible for analyzing the credit risk of small issue high yield corporate bonds, generating investment ideas and making buy/sell recommendations. In addition, Mr. Stavrev was responsible for managing and directing the research efforts of the junior analysts on the team. Mr. Stavrev was also responsible for executing trades via OTC corporate bond markets. Mr. Stavrev successfully addressed clients and potential clients’ questions as part of the due diligence process regarding the investment strategy, operations and compliance.

During his more than 7 years at Concise, Mr. Stavrev led initiatives that transformed the company from a small boutique firm to an institutional quality investment manager. Such initiatives included the implementation of Global Investment Performance Standards® (GIPS®), the overhauling the firm’s compliance procedures, the launching of new investment vehicles, and the procurement of new service providers. As part of these efforts Mr. Stavrev has led the search and selection of a new fund administrator, prime broker, and a portfolio management software.

Mr. Stavrev started his career at Pricewaterhouse Coopers’ advisory practice, assisting clients in corporate strategy, restructuring, organization, and performance improvement. Mr. Stavrev has a B.A. in International Business from Eckerd College and an MBA from the University of Miami with concentrations in Finance and Mergers and Acquisitions. Mr. Stavrev is a Chartered Financial Analyst® (CFA®) charter holder, earning his designation in 2015.

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For whom we can be helpful

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US Companies & Investors

We provide small to medium-sized US companies and US investors with financial and business consulting services related to business acquisitions and dispositions, debt restructuring, debt financing and capital raising.

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Foreign Companies & Investors

Foreign Companies & Investors that are looking to enter the US market by either establishing a new enterprise or acquiring a business or business assets. We can advise on market entry strategy, identify potential business partners and assistance with negotiations, evaluation of proposals.

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Attorneys & Immigration Lawyers

Lawyers that are involved in litigation ranging from business litigation, investor loss to medical malpractice can benefit from our expertise. In addition, we can help strengthen the case for immigration attorneys and their clients by preparing professional and detailed business plans for visas such as the L-1 visa, E-2 visa, O-1 visa, EB5 visa and EB-1 visa.

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ABOUT US

Key Reef Financial is a boutique financial consulting firm that specializes in advising small to medium-sized companies. In addition, we offer business valuation services, expert witness, litigation support and immigration business plans services to US attorneys and their clients.

Find us here

  • 848 Brickell Avenue, Suite 1215, Miami, FL
  • 786 584 0281
  • info@keyreeffinancial.com
  • https://keyreeffinancial.com/

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© 2023 · Key Reef Financial.

  • Home
  • About us
  • Business Consulting
  • Business Valuations
  • For Attorneys
    • Expert Witness Services
    • Business Plans for Visas
      • E-2 Visa Business Plan
      • L-1 Visa Business Plan
      • EB5 Visa Business Plan
      • O-1 Visa Business Plan
      • EB-1 Visa Business Plan
  • Blog
  • Contact
  • Request a Call