Alex founded Whitehawk Advisory in 2009 and manages the firm in its technology-centric investment banking and financial advisory focus. During the past 10 years, he has led or played a key advisory role in 24 middle-market transactions representing approximately $500 million in transaction value. These transactions have included strategic sales to industry-leading companies based domestically as well as internationally; growth equity and recapitalization transactions involving a number of private equity funds managing in excess of $1 billion; and over 200 advisory engagements with closely-held, VC-backed and publicly-traded companies.
Prior to founding Whitehawk, Alex was part of the original team at Westlake Securities and was with the firm from its inception in 2002 until departing in 2009 to create Whitehawk Advisory. While a partner at Westlake, he initiated and led the firm’s financial advisory services practice, served as Westlake’s practice leader in technology investment banking, and was the firm’s Chief Financial Officer.
Prior to Westlake Securities, he began his career working with startup and emerging growth companies at The Capital Network, Inc., which produced the largest conferences for venture and private equity investors in Texas and the surrounding states. Alex holds securities licenses including Series 24, 27, 63, 7 and 79, and holds a Certified Valuation Analyst certification from the National Association of Certified Valuation Analysts. He holds a BBA (Business Honors Program), BA (Plan II Honors Program), and an MPA (Professional Program in Accounting) from the University of Texas at Austin.