Alex is a well-respected and successful leader with 25 years of experience providing professional services to a global client base of institutions with a focus on the Healthcare Lifesciences ("HCLS") industry. As the U.S. Deal Advisory & Strategy Sector Leader for Healthcare & Lifesciences, Alex delivers value driven client solutions across M&A transactions, capital markets transactions and regulatory changes. Alex previously served as the Accounting Advisory Services HCLS Service Network lead where he focused on market, client, and people driven dynamics facing the business. Alex's experience includes providing accounting and financial reporting advisory services under US GAAP and IFRS focusing on merger & acquisition (“M&A”) transactions, complex capital raising and financing structures, financial instruments, stock compensation, revenue recognition and leasing.
Professional and Industry Experience
- Alex is the U.S. Deal Advisory & Strategy Sector Leader for Healthcare & Lifesciences.
- Alex also leads KPMG’s Accounting Advisory team in the Pacific Southwest, and he previously led KPMG’s National Accounting Advisory Healthcare and Lifesciences team.
- Alex has extensive experience in advising clients on the accounting and financial reporting considerations under US GAAP and IFRS on several domestic and cross border M&A transactions. Alex has performed accounting structuring; complex business combination analyses; conversions of Target results from IFRS to US GAAP and vice versa; accounting policy and process alignment, complex accounting analyses for the opening balance sheet and post close reporting; and executed SEC filing requirements.
- Alex has deep experience in capital markets transactions having supported several of his clients with the accounting and financial reporting requirements of their capital markets transactions including public company readiness implementation activities and all aspects of his clients' regulatory filings including S-1 filings, S-4/Proxy filings; and rule 144A offerings.
- Alex has deep experience in Accounting Change engagements and has led several ASC 606 revenue standard implementation projects, ASC 842 lease standard implementation projects and ASC 326 credit loss standard implementation projects. Additionally, Alex has led several major IFRS conversion projects for large US subsidiaries of Fortune 500 companies converting to IFRS.
- Alex has significant experience in evaluating the accounting, financial reporting and earnings per share considerations for a variety of complex debt and equity capital raisings, recapitalizations and reorganizations. Alex provides consultation on all matters involving complex financial instruments and derivatives under US GAAP and IFRS and he also actively advises clients on stock-based compensation arrangements, revenue recognition contracts, consolidations and investments, licenses, collaboration arrangements and R&D funding arrangements
- Alex also provides advice to his clients regarding their accounting policy development, financial reporting processes and controls, including assisting his clients develop accounting policy manuals, financial statement preparation processes, stock compensation processes and cash flow statement processes.
Representative Clients
Amgen, Element Biosciences, Dermavant Sciences, Envista Holdings Corporation, Gilead Sciences, ICU Medical, Jacobs Engineering, Ligand Pharmaceuticals, Pacific Biosciences, Pelican Products, RadNet, Royalty Pharma, Tetra Tech, The Oncology Institute, Toyota, Walgreens