Alex is available for hire
Hire AlexAlex Shved
Verified Expert in Finance
Finance Expert
Location
Toronto, ON, Canada
Toptal Member Since
October 4, 2021
Alex is an investment professional with over a decade of experience in startups, growth, and mature businesses. Alex was a founding employee of an investment fund that provides private equity and credit to companies in business services, food and beverage, retail, healthcare, aerospace and defense, real estate, consumer services, and software sectors. Alex has invested in and launched ventures with a large family office and reviewed and developed business plans, financial models, and strategies.
Career Highlights
Consultant
Toptal Client
Principal
PointNorth Capital
Analyst
Canaccord Genuity
Case Studies
Expertise
Work Experience
Consultant
2021 - PRESENT
Toptal Client
- Advised on the viability of a private placement by a VC into a later-stage private company.
- Worked with an alternative investment fund manager to test out various investment strategy allocation models and scenarios.
- Created LBO model to help structure a cross-border M&A transaction for a private equity investor.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Fundraising Consultant, Financial Modeling, Leveraged Buyout (LBO), Fund of Funds, Late-stage Funding, Venture Funding, M&A Modeling, M&A (Buy-side), Alternative Investments, Private Equity
Principal
2015 - PRESENT
PointNorth Capital
- Played a key role in founding an investment firm that raised $300 million+ from institutional investors in its first fund.
- Analyzed investment opportunities and prepared recommendations that ultimately resulted in $600 million+ of total capital deployed.
- Achieved a combined ROI of over 30% across the credit portfolio.
- Worked alongside a family office to invest growth capital into technology and consumer businesses.
- Reviewed buyout opportunities of the small, medium, and large North American businesses valued from $10 million to $1 billion.
- Created business plans for new ventures funded and operated by a large family office.
Focus areas: Investing, Debt, Debt Raises, Equity, Equity Raises, Private Equity, Private Credit, Due Diligence, Modeling, Leveraged Buyout (LBO), Asset Valuation, Distressed Assets, Distressed/Special Situations, Real Estate Investment Trust (REIT), Real Estate, United States, Travel, Fundraising, Revenue Projections, Series A, Growth Strategy, Investment Briefs, Marketplaces, Manufacturing, Strategy, Project Management, Startups, Financial Management, Business Strategy, Fund Management, Fintech, Three-statement Modeling, Revenue & Expense Projections, Small & Medium-sized Enterprises (SME), Buy-side, eCommerce, Alternative Investments, Hedge Funds, Financial Analysis, Leveraged Buyout Modeling, Waterfall Modeling, Investment Ideas, Investment Return Scenario Analysis, Investments, Valuation Modeling, Business Planning, Excel 365, Seed Fundraising, Reporting, Stock Market, Family Office, Financial Planning & Analysis (FP&A), Growth Equity, Equity Capital, Private Placements, Budgeting, Financing, Debt Financing, CFO, Pitch Decks, Pitch Deck Consultant, Private Company Valuation, Fundraising Consultant, Cash Flow Management, Opportunity Assessments, Business Models, EBITDA, Early-stage Funding, Early-stage Venture Capital
Analyst
2013 - 2015
Aquila Infrastructure Management
- Built complex financial models for investment decisions, sale processes, and fund returns and carried interest calculations.
- Assisted in the sale of investment tax credits to third-party investors through a partnership-flip structure. This included reviewing and negotiating legal documentation, coordinating advisors, and developing a detailed financial model.
- Managed the operations and construction of hydro facilities.
Focus areas: Infrastructure, Financial Modeling, Modeling, Equity, Debt, Marine Ports & Infrastructure, Due Diligence, Models, M&A Modeling, Project Management, Three-statement Modeling, Financial Analysis, Waterfall Modeling, Valuation Modeling, EBITDA
Analyst
2011 - 2013
Canaccord Genuity
- Created pitch decks and financial models to assist companies in their IPO, M&A, and fundraising processes.
- Assisted in the sell-side negotiations for a large manufacturing business by building a detailed leveraged buyout model with extensive scenario modeling.
- Participated in all aspects of transaction execution, working directly with managing directors, management teams, and advisors.
- Built a detailed, asset-by-asset operational and financial model to share with potential investors to support selling an infrastructure business to a strategic competitor.
Focus areas: Mergers & Acquisitions (M&A), Corporate Finance, Financial Modeling, Modeling, Scenario Analysis, Equity Raises, M&A (Buy-side), M&A (Sell-side), Leveraged Buyout (LBO), Project Management, Three-statement Modeling, Financial Analysis, Valuation Modeling, Excel 365, Stock Market, Growth Equity, Equity Capital, Private Placements, Initial Public Offerings, Pitch Decks, Pitch Deck Consultant, Private Company Valuation, Fundraising Consultant, Fundraising, Business Models, Business Modeling, EBITDA
Education
2007 - 2011
Bachelor's Degree in Finance and Accounting
Schulich School of Business - Toronto, Canada