Alex is a Vice President in ORG’s Private Equity Group. He is involved with investment due diligence and the strategic development of ORG Partner Companies.
Prior to joining ORG as an Associate, Alex spent two years as an Investment Banking analyst with Lazard Middle Market in Chicago, IL.
Alex received his B.B.A. from the University of Notre Dame and his M.B.A. from the Kellogg School of Management at Northwestern.
Alex lives in Austin with his wife and son.
Informed Partners are The Best Partners
Our ethos is one of mutual trust and shared knowledge. Check out our resources on the market, on industries, and the best ways to keep growing.
Pitfalls to Avoid in Business Transitions
Most founders think deals die in negotiations, but they typically die in due diligence. After 17 years in private equity, Melissa has seen the patterns that separate successful M&A processes from failed ones. Financial trends, management fit, customer durability, and owner dependency are the real deal killers. Learn what buyers actually care about and how to build your business for a strong exit.
Oh, Great… Another Strategy Session…
Founders often confuse strategy with mission, vision, and priorities. But real strategy is something more specific: the deliberate set of choices about how your company can create more value than it does today. Read on to discover what separates lasting competitive advantage from temporary wins.
Why We Brought an AI Engineer In-House
We often joke that we’re “the blue cheese of private equity” here at Owner Resource Group—an acquired taste, not your typical mold. Over the past couple of years, we’ve watched AI move from interesting demos to high ROI solutions. So we did something about it: we hired our first dedicated AI Engineer. Here’s why now is the right time, and what it means for our portfolio companies.