Alex currently serves as an Associate where he is responsible for conducting financial and operational analysis, developing key performance indicators, supporting value creation initiatives, constructing 13-week cash flows, analyzing working capital assessments and assisting in the overall implementation of value maximization strategies

Prior to joining Portage Point, Alex was an Investment Banking Analyst in the Healthcare Mergers & Acquisitions (“M&A”) group at Cain Brothers where he provided M&A advisory services to corporate clients, health systems and financial sponsors across healthcare verticals. While at Cain Brothers, Alex constructed operating models and performed valuations, including DCFs, LBOs and trading / transaction comparables and identified strategic alternatives for small to mid-sized healthcare firms across multiple sub-verticals

Alex graduated with a Bachelor of Science from the Kelley School of Business at Indiana University and was a member of the Investment Banking Network. Alex holds his Series 63 and 79