At Goldman Sachs, Alex was a top-ranked investment banking associate and worked on the team that executed one of the Industrials group's largest deals - the sale of ADT to Apollo Global Management. He enjoys Toptal because he gets to work one-on-one with interesting companies on some of their most challenging projects, advising them on potential M&A, leveraged buyouts, divestitures and capital allocation strategies.
Created an investor presentation and led all fundraising activities involved with raising over a $1 million in capital from commercial banks.
Structured a $3 million deal for the existing engineering firm; drafted the sale and purchase agreement with legal team.
Built and maintained the internal financial model.
Devised the internal strategy and developed accompanying business plan.
Conducted extensive market research and competitive analysis.
Managed all cash, expenditures, and financial reporting, including working with outsourced bookkeeping and accounting support.
Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Fundraising, Business Plan Development, Revenue & Expense Projections, Budgeting, Capital Structuring, Market Research
2015 - 2017
Goldman Sachs & Co.
Supported industrial companies on potential M&A, leveraged buyouts, divestitures and capital allocation strategies.
Advised ADT Corporation on a $12.4 billion sale to Apollo Global Management (closed May 2016): prepared Board materials detailing several operational and financial alternatives; worked on operating, LBO, and valuation models for ADT that were used in advisory and fairness materials.
Advised strategic, publicly traded buyer on acquisition of $600 million medical device company (inactive): created dynamic multi-scenario operating model, including bottom-up revenue build by facility and end market; detailed cost schedule and itemized synergy assumptions; performed valuation analysis on a range of scenarios (DCF, LBO, sum-of-the-parts); assessed pro forma impact on buyer under various synergy assumptions to establish preliminary bid range.
Prepared valuation materials for publicly traded specialty construction business on a potential $5 billion sale (inactive) using DCF, LBO, public company comparables, and precedent transaction analysis.
Managed junior deal teams across projects and served as liaison between clients and senior bankers.
Focus areas: Mergers & Acquisitions (M&A), Leveraged Buyout Model, Valuation, Three Statement Operating Model
Summer Associate, Corporate Banking & Securities
2014 - 2014
Assisted with an M&A sell-side mandate for a disruptive automotive technology company; responsible for preparing the Confidential Information Memorandum, operating model, and DCF model.
Researched and selected comparable companies; performed valuation benchmarking for FinTech client pitches.
Managed the due diligence process for OnDeck Capital's $200 million IPO.
Performed quantitative portfolio analyses; created models displaying portfolio composition, performance attribution, expected risk/return analysis, and risk metrics.
Created marketing materials, designed pitches, and articulated investment rationale to institutional clients resulting in over $4 billion in new inflows during 2012.
Regularly conducted competitive analyses by profiling similar funds, identifying industry trends, and analyzing the strengths and weaknesses of over 8,000 competitor products contributing to a 21% revenue increase in 2011.
Focus areas: Capital Markets, Value Investing, Fundamental Analysis, Marketing, Product Strategy
Technology & Operations Analyst
2007 - 2009
J.P. Morgan Asset Management
Provided trade support to portfolio managers with the allocation of OTC derivatives.
Enhanced trade processing procedures, increasing work efficiency by 30% and reducing loopholes by 50%.
Focus areas: Capital Markets, Fixed Income Derivatives, Equity Derivatives, Operational Finance
Master of Business Administration (MBA) degree in Entrepreneurial Management
2013 - 2015
The Wharton School at the University of Pennsylvania - Philadelphia, PA, USA
Bachelor of Science degree in Finance
2004 - 2007
University at Buffalo, State University of New York - Buffalo, NY, USA