Alex is president and a principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida. Alex focuses on M&A advisory and strategic consulting with an emphasis on valuation and value creation. Alex has over 12 years of professional experience in corporate finance and accounting roles including investment banking, asset management, and audit.
Alex has worked on hundreds of M&A transactions with an aggregate enterprise value in excess of $1 billion. His primary area of expertise is sell-side M&A advisory for closely-held business. He has worked in a variety of industries and business models including insurance, logistics & distribution, healthcare, construction, and manufacturing.
Before joining Heritage, Alex was a Portfolio Manager at Morgan Stanley in Jacksonville, Florida, where he managed fixed income, equity, and alternative investment portfolios for institutional investors and high net worth individuals.
Alex also served as an auditor for Fidelity National Financial in Jacksonville, Florida, covering over 3,000 title companies in the Pacific Northwest region.
He received his M.B.A. with a concentration in finance & accounting from Jacksonville University and his B.B.A in finance from the University of North Florida.
Alex is a member of the CFA Society of Jacksonville and holds the FINRA Series 7 and Series 66 licenses.
