Experience

Oakpoint

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Director of Development

  • Mar 2021 - Present

  • Oakpoint is a private equity-backed healthcare roll-up focused on acquiring/partnering with offices in the South-East. • Since joining Oakpoint, Alex has facilitated 10+ deals with EV exceeding $75mm as the only member of the development team with support from the CEO/CFO. • Since joining, site-level EBITDA has grown from $8.5mm to over $20 million. • As a member of the leadership team and early employee, Alex has gained invaluable knowledge on scaling a business and helped shape… Show more • Oakpoint is a private equity-backed healthcare roll-up focused on acquiring/partnering with offices in the South-East. • Since joining Oakpoint, Alex has facilitated 10+ deals with EV exceeding $75mm as the only member of the development team with support from the CEO/CFO. • Since joining, site-level EBITDA has grown from $8.5mm to over $20 million. • As a member of the leadership team and early employee, Alex has gained invaluable knowledge on scaling a business and helped shape the company strategy, growth, and brand evolvement. • Alex is responsible for all aspects of the deal process, from sourcing to funding to closing. This includes preparation of LOIs, investment memorandums, financing models and other lender deliverables, legal contracts, and ultimate integration. • Other strategic initiatives include annual budget preparation, lender model, BOD meetings, reporting to investors, and conference attendance and speaking. Show less • Oakpoint is a private equity-backed healthcare roll-up focused on acquiring/partnering with offices in the South-East. • Since joining Oakpoint, Alex has facilitated 10+ deals with EV exceeding $75mm as the only member of the development team with support from the CEO/CFO. • Since joining, site-level EBITDA has grown from $8.5mm to over $20 million. • As a member of the leadership team and early employee, Alex has gained invaluable knowledge on scaling a business and helped shape… Show more • Oakpoint is a private equity-backed healthcare roll-up focused on acquiring/partnering with offices in the South-East. • Since joining Oakpoint, Alex has facilitated 10+ deals with EV exceeding $75mm as the only member of the development team with support from the CEO/CFO. • Since joining, site-level EBITDA has grown from $8.5mm to over $20 million. • As a member of the leadership team and early employee, Alex has gained invaluable knowledge on scaling a business and helped shape the company strategy, growth, and brand evolvement. • Alex is responsible for all aspects of the deal process, from sourcing to funding to closing. This includes preparation of LOIs, investment memorandums, financing models and other lender deliverables, legal contracts, and ultimate integration. • Other strategic initiatives include annual budget preparation, lender model, BOD meetings, reporting to investors, and conference attendance and speaking. Show less



North American Bancard

• Financial Services
• 300 - 400 Employee

• Merger & Acquisitions - Senior Analyst

  • Jul 2019 - Mar 2021

  Integral member of the M&A / Corporate Development team (CFO, SVP, Sr. Analyst). Personally, evaluated prospective deals, including the preparation of the target company’s initial summary (similar to an IB CIM) with robust financials and KPIs, eventually utilized by the executive team. Ran the due diligence process after the SVP’s departure for select potential acquisitions: identifying synergies, initial valuation (with earn-out), and post-deal integration summaries, and… Show more Integral member of the M&A / Corporate Development team (CFO, SVP, Sr. Analyst). Personally, evaluated prospective deals, including the preparation of the target company’s initial summary (similar to an IB CIM) with robust financials and KPIs, eventually utilized by the executive team. Ran the due diligence process after the SVP’s departure for select potential acquisitions: identifying synergies, initial valuation (with earn-out), and post-deal integration summaries, and ultimately created detailed investment memorandums for review by the founder/president, CFO, and Executive Team. Internal deal due diligence lead – coordinated across all relevant business segments (legal (internal and external), finance, HR, technology, and other executive management). Evaluated over 100 companies - ranging from one-page teasers to full processes (managing VDR’s and submitting LOI’s). Developed and actively maintained an internal target list of over 3,000 companies by leveraging S&P Capital IQ, industry publications, conferences, and independent research. Ad-hoc strategic finance projects: lender presentations, monthly industry analysis, and a fully integrated customer acquisition cost model. During COVID-19, assisted FP&A with monthly reporting and revamped the procurement and deployment process. Show less Integral member of the M&A / Corporate Development team (CFO, SVP, Sr. Analyst). Personally, evaluated prospective deals, including the preparation of the target company’s initial summary (similar to an IB CIM) with robust financials and KPIs, eventually utilized by the executive team. Ran the due diligence process after the SVP’s departure for select potential acquisitions: identifying synergies, initial valuation (with earn-out), and post-deal integration summaries, and… Show more Integral member of the M&A / Corporate Development team (CFO, SVP, Sr. Analyst). Personally, evaluated prospective deals, including the preparation of the target company’s initial summary (similar to an IB CIM) with robust financials and KPIs, eventually utilized by the executive team. Ran the due diligence process after the SVP’s departure for select potential acquisitions: identifying synergies, initial valuation (with earn-out), and post-deal integration summaries, and ultimately created detailed investment memorandums for review by the founder/president, CFO, and Executive Team. Internal deal due diligence lead – coordinated across all relevant business segments (legal (internal and external), finance, HR, technology, and other executive management). Evaluated over 100 companies - ranging from one-page teasers to full processes (managing VDR’s and submitting LOI’s). Developed and actively maintained an internal target list of over 3,000 companies by leveraging S&P Capital IQ, industry publications, conferences, and independent research. Ad-hoc strategic finance projects: lender presentations, monthly industry analysis, and a fully integrated customer acquisition cost model. During COVID-19, assisted FP&A with monthly reporting and revamped the procurement and deployment process. Show less



Stout

• United States
• Financial Services
• 700 & Above Employee

• Associate - Valuation & Financial Opinions

  • Jan 2017 - Jun 2019

  •Focused on Stout’s Trust and Estate and Litigation Advisory Groups •Participated in teams to value businesses using an income approach, asset approach, and market approach •Worked on eight solvency opinions as analyst or associate creating integrated projected financial statements •Prepared discounted cash flow, guideline public company, and transaction (i.e., mergers and acquisition) analyses for275+ privately held companies •Completed the valuation of an estate with 30+ holding… Show more •Focused on Stout’s Trust and Estate and Litigation Advisory Groups •Participated in teams to value businesses using an income approach, asset approach, and market approach •Worked on eight solvency opinions as analyst or associate creating integrated projected financial statements •Prepared discounted cash flow, guideline public company, and transaction (i.e., mergers and acquisition) analyses for275+ privately held companies •Completed the valuation of an estate with 30+ holding companies with investments in numerous different entities, with a total estate value in excess of $1.5 billion •Developed numerous valuations of operating companies in relation to buyouts, shareholder suppression, and shareholder disputes •Performed annual valuations for ESOP’s with Enterprise Value’s ranging from $10-$250 million •Led Stout’s Detroit and Los Angeles Future Leaders in Finance Program. A two day workshop where college students learn valuation theory, network, and experience Stout

• Analyst - Valuation & Financial Opinions

  • Apr 2015 - Dec 2017

  •Focused on Stout’s Trust and Estate and Litigation Advisory Groups •Participated in teams to value businesses using an income approach, asset approach, and market approach •Worked on eight solvency opinions as analyst or associate creating integrated projected financial statements •Prepared discounted cash flow, guideline public company, and transaction (i.e., mergers and acquisition) analyses for275+ privately held companies •Completed the valuation of an estate with 30+ holding… Show more •Focused on Stout’s Trust and Estate and Litigation Advisory Groups •Participated in teams to value businesses using an income approach, asset approach, and market approach •Worked on eight solvency opinions as analyst or associate creating integrated projected financial statements •Prepared discounted cash flow, guideline public company, and transaction (i.e., mergers and acquisition) analyses for275+ privately held companies •Completed the valuation of an estate with 30+ holding companies with investments in numerous different entities, with a total estate value in excess of $1.5 billion •Developed numerous valuations of operating companies in relation to buyouts, shareholder suppression, and shareholder disputes •Performed annual valuations for ESOP’s with Enterprise Value’s ranging from $10-$250 million •Led Stout’s Detroit and Los Angeles Future Leaders in Finance Program. A two day workshop where college students learn valuation theory, network, and experience Stout



Valassis Marketing Solutions

• United States
• Advertising Services
• 700 & Above Employee

• Financial Analyst

  • Aug 2012 - Apr 2015

  •Responsible for P&L of a $30 million division. •Finance member associated with divesting a business line, resulting in favorable EBITDA. •Accountable for the planning, reporting, and analysis surrounding $100 million in fixed cost for operations, manufacturing, and accounting. •Integral member providing monthly corporate reporting to leadership team. •Automated numerous functions of the corporate financial model by leveraging Hyperion.

• Finance Department Intern

  • Apr 2012 - Aug 2012

  •Key member of the Finance team associated with a $17 million digital media company acquisition. •Accountable for Capital Expenditures project tracking, and analysis in excess of $20 million. •Leader and Project Manager of the winning team for the summer internship project. •Prepared and analyzed budgets and forecasts facilitated senior level presentations, and general support to the Senior Vice President.



Neighborhood Service Organization

• United States
• Individual and Family Services
• 1 - 100 Employee

• Intern

  • Apr 2010 - Aug 2010

  •Member of the Finance and Accounting Department •Generated monthly reports for accounts payable and receivable •Prepared bank reconciliations and account reconciliations •Streamlined the Annual Giving record keeping process •Volunteered for special projects •Member of the Finance and Accounting Department •Generated monthly reports for accounts payable and receivable •Prepared bank reconciliations and account reconciliations •Streamlined the Annual Giving record keeping process •Volunteered for special projects