Alex Shved
Verified Expert in Management Consulting
Management Consulting Expert
Toronto, ON, Canada
Toptal member since October 4, 2021
Alex is an investment professional with 15 years of experience in private equity, credit, and growth investing. Alex was a founding employee of an investment fund that provided 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
Case Studies
Financial Model for Private Equity Investment
Operational Model for Product Manufacturer
Merger and Accretion Analysis for a Combined $12 Billion Consumer Company
Overview of the Steel Industry and Value Recovery Analysis for $50 Million Financing
Expertise
- Cash Flow
- Early-stage Funding
- Financial Modeling
- Growth Equity
- Mergers & Acquisitions (M&A)
- Private Equity
- Scenario Analysis
- Valuation
Work Experience
Consultant
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.
Principal
Obelysk (Family Office)
- Built lower mid-market private equity investing platform from scratch, targeting investments across a broad spectrum of industries.
- Helped with the launch of a new quick-service restaurant chain in Canada, with several locations and growing.
- Invested growth capital in several services and product-based consumer-facing businesses.
- Worked as a part-time CFO for a startup sports league. Built the operating model, budget, and cash flow schedule to help with cash management and fundraising.
Principal
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 resulting 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.
Analyst
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.
Analyst
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.
Education
Bachelor's Degree in Finance and Accounting
Schulich School of Business - Toronto, Canada
Skills
Finance
Valuation, Corporate Finance, Financial Modeling, Cash Flow, Forecasting, Capital Structuring, M&A Modeling, Valuation Modeling, M&A (Buy-side), M&A (Sell-side), Debt Raises, Growth Equity, Equity Capital, Private Equity, Private Credit, Equity Raises, Due Diligence, Private Company Valuation, Investment Briefs, Three-statement Modeling, Leveraged Buyout Modeling, Investment Return Scenario Analysis, Late-stage Funding, Venture Funding, ROI, Balance Sheets, Profit & Loss (P&L), Accounting, Mergers & Acquisitions (M&A), Debt, Term Loans, Secured Loans, Fundraising, Seed Fundraising, Financial Planning & Analysis (FP&A), Asset Valuation, Series A, Budgeting, Financial Management, Fund Management, Revenue & Expense Projections, Fund of Funds, CFO
Output Software
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Data & Analysis Software
Capital IQ
Industry Expertise
Real Estate, Financial Services, Venture Capital
Geographic Expertise
United States
Other
Finance, Scenario Analysis, Summary of Analysis, Modeling, Analysis, Capitalization Tables, Reporting, Private Placements, Equity, Models, Leveraged Buyout (LBO), Revenue Projections, Pitch Decks, Pitch Deck Consultant, Fundraising Consultant, Opportunity Assessments, EBITDA, Alternative Investments, Financial Analysis, Waterfall Modeling, Investment Ideas, Investments, Debt Financing, Early-stage Funding, Operating Models, Board Reporting, CAPEX, Investing, Infrastructure, Loans & Lending, Accretion/Dilution Analysis, Industry Analysis, Business Planning, Excel 365, Stock Market, Family Office, Real Estate Investment Trust (REIT), Travel, Financing, Growth Strategy, Manufacturing, Strategy, Project Management, Startups, Business Strategy, Cash Flow Management, Business Models, Small & Medium-sized Enterprises (SME), Buy-side, eCommerce, Hedge Funds, Initial Public Offerings, Investment Banking, Marine Ports & Infrastructure, Distressed Assets, Distressed/Special Situations, Marketplaces, Fintech, Early-stage Venture Capital, Business Modeling, Financial Statements, Part-time CFO
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