Alex is a senior associate at Ambrose Advisors. He has 4 years of relevant experience in investment banking, valuation and strategic / financial consulting. He is principally responsible for providing project leadership and support on merger & acquisition assignments, capital-raising activities, and ESOP structuring & analyses.
Prior to joining Ambrose, Alex was an analyst at Eureka Capital Partners, a reputable middle-market investment banking firm. While at Eureka, Alex worked on a number of sell-side and buy-side M&A engagements, ESOP advisory assignments, valuations and fairness opinions. He has experience in a wide variety of industries, including; aerospace & defense, consumer products, technology, manufacturing, and business services. Prior to his work at Eureka, Alex was at Oberon Securities, LLC, a boutique investment banking firm based out of their New York office. While in New York, he worked on both the merger & acquisition and capital raising deal teams to service both small and middle-market companies in the business services and consumer product sectors.
Alex graduated from the University of California at Santa Barbara with a B.A. in Business Economics and Accounting. He is a Registered Investment Banking Representative (Series 79 and 63) through FINRA.
D. (714) 580-8729