Alex is a value-driven finance professional with 13+ years’ experience advising blue-chip and SMB clients across a range of industries with respect to growth strategies, raising capital, acquisitions, and transaction negotiations. He has successfully completed 50+ transactions in consumer retail, business services, industrials, telecom, and media. As a freelancer, Alex helps entrepreneurs, executives, and investors identify insights to drive value through comprehensive financial analysis.
Advised CEOs and CFOs on improving financial and operating strategy, including product pricing analysis, marketing efforts, and customer experience.
Worked as the interim CFO for a consumer goods company. Worked with the controller to establish financial reporting protocols and best practices. Established relationships with senior bank lenders and prepared financial update presentations.
Prepared company valuation analysis for targets in consumer retail, distribution, business services, cannabis, and industrials sectors.
Identified potential target investments and conducted outreach. Negotiated NDAs, term sheets, and oversaw due diligence efforts.
Led the execution of 50+ corporate transactions, with a total value of $15+ billion. Transactions included acquisitions, sales, and financing transactions in various industries, including consumer retail, industrials, business services, and TMT.
Oversaw all aspects of transaction execution, including process design, target/buyer identification, prepared marketing material, performed due diligence, determined valuation, transaction structuring, negotiated terms, and documentation.
Prepared and delivered presentations with findings and recommendations to deal teams, executive leadership, and investors.
Regularly prepared valuations for companies in connection with investment decisions (acquisitions or divestitures), financing transactions, or shareholder agreements.
Performed company valuations in consumer retail, industrials, cannabis, business services, media and telecom.
Prepared and designed financial models to assist companies with budgeting, scenario planning, and cash flow forecasting that could be used by lenders or investors; models designed to meet objectives of specific users (management, investors, lenders).
Conducted performance reviews by benchmarking company performance against public market peers and/or broader industry benchmarks.
Performed benchmarking to identify strengths and improvement opportunities, as well as provide a basis for scenario forecasting.
Advised companies looking to list on the TSX or TSX venture with respect to listing preparedness, disclosure requirements, investor relations and investor marketing efforts.