ABOUT ALEX
In January 2018, Alex was selected as a senior analyst in RSM’s cutting edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions impacting middle market leaders. Alex’s focus is on the consumer products industry.
Summary of Professional experience
Alex is a director in the transaction advisory services practice providing financial due diligence services to sellers, private equity groups and corporations. Alex is a transaction advisory services national restaurant sector leader and serves on the national RSM consumer products team.
Alex has over ten years of professional experience advising clients on accounting, finance and business processes. For the last seven years, Alex has exclusively performed transaction advisory services to middle-market clients. During that time, Alex worked on both the sell-side and buy-side of transactions, advising both financial and strategic buyers as well as business owners. Typical transaction support services include:
- Financial and operational due diligence, including various carve-out transactions.
- Understanding and preparing Quality of Earnings, Quality of Working Capital and analysis of indebtedness.
- Financial projections and cash flow modeling.
- Advised on clients’ purchase agreement and credit agreement disclosures.
- Provided analysis and support related to net working capital target definitions and closing calculations.
- Advised clients on over 100 transactions ranging from smaller minority investments or divestitures to carve-outs of significant business segments of a Fortune 1000 company.
Professional affiliations and credentials
- Certified PublicAaccountant, state of Illinois
- American Institute of Certified Public Accountants
Education
- Master of Science, accounting, Boston College
- Bachelor of Science, accounting, Saint Michael’s College