Alan evaluates investment opportunities and leads due diligence processes for new transactions. He also monitors existing portfolio companies and participates in business development initiatives. Alan joined Caltius Structured Capital in 2019.
Prior to Caltius, Alan was an Associate at Endeavour Capital, a middle-market private equity firm, where he focused on evaluating and executing investments in the consumer & food, industrials, healthcare, and business services sectors. Previously, Alan was an Investment Banking Analyst in the Consumer & Retail group at Piper Jaffray & Co.
Alan received his M.B.A. from Columbia Business School and his B.S. in Finance and Business Economics from the University of Southern California, Marshall School of Business.