Main: (847) 457-1214
Founder & General Partner
Alex is Managing Partner and co-founder of Intrinsic, a self-directed, independent financial advisory firm. He has significant experience in the areas of financial advisory and valuation. Alex spent the first part of his career as an investment banker with Salomon Smith Barney and later Headwaters MB. He has completed engagements involving strategic alternative reviews for multinational corporations, liquidity strategies for middle market entrepreneurs, sell side advisory assignments, equity and subordinated debt offerings in the public and private capital markets, and fairness opinions. During his time spent as a banker Alex developed relationships with a broad spectrum of executive managers, private equity professionals, hedge fund investors, transaction attorneys, and entrepreneurs.
As a valuation practitioner, Alex has considerable expertise providing valuation advisory services to the high net worth and institutional investor communities. He has provided hundreds of valuation opinions which have addressed issues in the tax, financial reporting, transactional, and litigation domains. Alex often deals with tax complexities arising from deferred compensation and wealth transfer activities, level three fair value measurements, and transactions involving special assets and illiquid interests. He currently participates as a member in the Appraisal Issues Task Force.
He is involved in both nonprofit educational causes as an organizer of the “Mile High MMayhem” event to benefit Judi’s House, a nonprofit foundation dedicated to children’s causes.
Alex holds a B.A. from Claremont McKenna College, a B.S.E.E. from The University of Colorado, Boulder and an M.B.A. from the University of Chicago, Booth School of Business.