Keith is a collaborative leader with experience in data management, database architecture, process improvement, and building analytical solutions. He has an innate tendency to find creative solutions to complex technical problems. Keith joined Zweig Group in 2022.
Before joining Zweig Group, Keith spent the early years of his career at Verizon Communications, leading business intelligence and process improvement projects within the finance organization. Immediately prior to joining Zweig Group, Keith was the Director of Business Intelligence at Vizient Southeast, supporting efforts to improve patient outcomes and accreditation engagements in the Healthcare industry.
Education
- MS in Management Information Systems from Oklahoma State University, specializing in Knowledge Management Systems
Professional Highlights
- Experience in data management, database architecture, process improvement, and building analytical solutions.
- Led business intelligence and process improvement projects at Verizon Communications.
- Served as Director of Business Intelligence at Vizient Southeast.
With over a decade of experience in the AEC industry, Jeff Adams is a seasoned M&A advisor who helps firms achieve their strategic growth objectives. As Director of SN’s Merger and Acquisitions practice area and Certified M&A Advisor, he leads the M&A team, partnering with architecture, engineering, and construction firms on both the buyer and seller sides to strategically position them for greater future success. Jeff has successfully advised numerous M&A transactions, ensuring smooth and successful transitions for his clients. He also hosts the popular AEC Unscripted: M&A Edition podcast, where he shares insights and best practices with AEC leaders, including executives from ENR Top 500 firms.
During his career, Jeff has gained extensive experience overseeing strategy and operations related to accounting, financial planning, and analysis. Before joining SN, he held an executive leadership role at an engineering firm, where he played a pivotal part in leading his firm through a successful acquisition process.
Education
- Bachelor of Business Administration (BBA), Accounting from Georgia Southern University
- Associate of Science, Business Administration and Management, General from Abraham Baldwin Agricultural College
Professional and Community Highlights
- Mosaic Georgia, Board Member
- Georgia Southern University, Advisory Board Member – Construction Management
Listen to the Latest Episode of AEC Unscripted: M&A Edition
Kate’s 25 years of experience in the Architecture and Engineering industry includes leadership roles as a Consultant, Principal-in-Charge, and National Engineering Director. Her primary focus is on helping clients with transition strategies including ownership transition and mergers and acquisitions. Kate applies a “lead with people” approach as she partners with firms to successfully anticipate and prepare for their future.
Education
- B.A. in Psychology from University of Colorado Denver
- B.S. in Mechanical Engineering from University of Colorado Denver
- MBA, General Business and Finance from University of Denver – Daniels College of Business
Professional and Community Highlights
- ACEC-CO, Vertical Design Committee member and sustaining member
- A3LC Liaison Committee member
Leveraging her breadth of accounting and bookkeeping experience, Tricia helps clients to be more successful in the areas of finance and accounting. Dedicated to delivering exceptional client service and meeting client needs, Tricia focuses on accounts payable, invoicing, and receipts entry.
As an Ajera Outsourced Accounting Services Accountant, Amy works with project-based firms across the country; providing financial expertise and AE industry insight. Having spent time in architecture firms herself, Amy brings a unique understanding of the inner workings of an AE firm to her role.
As the Sr. Customer Success Manager, Julie leverages her deep understanding of Deltek to help clients achieve their business objectives. She proactively identifies potential challenges and provides tailored solutions, driving the adoption and utilization of Deltek solutions. Julie is passionate about empowering clients to fully leverage their software investment and realize its full potential. She is a skilled communicator and problem-solver, committed to building lasting partnerships.
Nikki has over 20 years of experience in public accounting. Her areas of expertise are federal and multi-state business, including corporate and partnership taxation, consolidated tax returns, and individual tax. Working with a wide range of clients, Nikki also performs tax research and tax compliance services.
Jenn is a highly skilled accounting professional and Deltek Ajera expert with extensive experience in the architecture, engineering, and construction (AEC) industry. With several years in finance and accounting roles, she specializes in providing outsourced accounting services to firms nationwide. Jenn leverages the power of Deltek Ajera to streamline financial operations, enhance efficiency, and drive profitability.
