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Alexander J. Szikla is the founder and managing partner at Rockson Advisory. Specializing in buyside advisory as a real estate agent and principal investments. Previously Alex served on Meridian Capital's Healthcare Group helping raise approximately $3 billion for owners, operators and developers of skilled nursing facilities, assisted/independent living facilities, hospitals, dialysis centers, etc. Prior to joining Meridian, Alex served as the Head of Acquisitions at Newcastle Realty Services. During his tenure, Alex was solely responsible for sourcing, analyzing and closing approximately $50 million of acquisitions while working hand in hand with asset managers and property managers to actively improve properties and add value by increasing bed counts, bolstering amenities and streamlining operations. Alex began his career at FBR Capital Markets & Co. in their Investment Banking Division where he participated in over $5 billion of transaction volume including IPOs and M&A engagements across the Real Estate, Healthcare and Equity Linked Capital Markets Groups. www.rocksonadvisory.com
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DirectorMvv Capital PartnersNew York, Ny, Us -
DirectorArgo Capital Advisors Mar 2024 - PresentHoboken, New Jersey, UsAlexander J. Szikla is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC. -
DirectorArgo Capital Advisors Mar 2024 - PresentHoboken, New Jersey, UsARGO Capital Advisors is a boutique investment banking and strategic advisory firm. ARGO specializes in working with private companies with capital raises, recapitalizations, sales processes, and acquisitions. -
Founder & Managing PartnerRockson Advisory Jan 2020 - PresentNew York, Ny, Us -
Angel Investor & AdvisorSelf-Employed Feb 2020 - Present(1) Spark - Angel (2) Flype AB - Angel (3) Stealth (Tech Enabled Rent to Own Platform) - Angel & Advisor(4) Centerya Software Technologies - Angel & Advisor(5) 123 Baby Box - Angel
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Vice PresidentMeridian Capital Group Jul 2018 - Dec 2019New York, New York, Us -
Director Of AcquisitionsNewcastle Realty Jun 2016 - Jun 2018• Spearheaded the growth of the firm's national multifamily and student housing platforms reporting directly to the President and acquiring approximately $50 million of value-add properties• Led transactions from inception to closing inclusive of sourcing, underwriting, due diligence, legal review and financing • Developed teasers, presentations and quarterly investor letters for existing investors as well as potential investors
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Investment Banking AnalystFbr Capital Markets & Co. Sep 2014 - May 2016Arlington, Va, UsReal Estate Investment Banking – Over $400 million raised via sole-managed / bookrun transactions and over $4.2 billion raised via co-managed transactionsHealthcare Investment Banking – Over $450 million in capital raised via co-managed transactionsEquity Linked Capital Markets – Approximately $325 million in capital raised via co-managed transactionsSelect Transactions: Clipper Realty• Raised $144 million via a 144A for a New York City focused REIT contributing recently acquired, distressed office and multifamily assets located throughout Brooklyn and TribecaSelect Income REIT• Advised one of four publically traded REITs on the joint acquisition of its external manager for equity consideration• Compiled WACC, precedent transaction and valuation comparables and created case studies on asset managers, triple net lease REITs and recent manager internalizationsPeak Resorts Inc.• Raised $90 million via an IPO for a leading owner-operator of 13 mountains and branded resorts near metro areasSpectrum Pharmaceuticals Inc.• Continuously raising funds, not to exceed $250 million, via an At The Market offering -
Summer AnalystGoldentree Asset Management Jun 2013 - Aug 2013New York, New York, Us• Monitored and reviewed investments and daily P&L statements across all funds valued at over $18 billion• Developed and improved Excel models to reconcile collateral accounts, calculate interest accruals and prepare financial statements -
Contributing AuthorThe Huffington Post Nov 2012 - Aug 2013New York City, Ny, Us• Written numerous articles which have been published by The Huffington Post concerning the 2012 US Presidential Election as well as political issues in Montreal• One of my latest pieces was posted on the front page of The Huffington Post's Canadian edition on Election Day November 6, 2012http://www.huffingtonpost.com/alexander-j-szikla/south-korea-real-estate_b_5121329.htmlhttp://www.huffingtonpost.com/alexander-j-szikla/helping-vulnerable-childr_b_2964910.htmlhttp://www.huffingtonpost.com/alexander-j-szikla/im-voting-for-obama-and-w_1_b_2167895.html -
Head Environmental ConsultantDesautels Faculty Of Management-Management Undergraduate Society May 2012 - May 2013• Led a team of six junior consultants to develop and implement initiatives making all Desautels events more sustainable• Conducted waste and energy usage audits of the business school in order to reduce the school’s overall ecological footprint by ~20%
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Junior Environmental ConsultantDesautels Faculty Of Management-Management Undergraduate Society Apr 2011 - Apr 2012
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Summer AnalystPennantpark Investment Corporation Jun 2012 - Aug 2012Miami, Florida, Us• Generated daily reports on various mezzanine debt securities held by the firm valued at over $3 billion• Utilized Excel to build inter-temporal financial statements for use in a presentation to Standard & Poor’s -
New Business Development InternJobbook Apr 2012 - Jun 2012Montreal, Quebec, Ca• Created and analyzed performance and growth reports during redevelopment of proprietary site features• Implemented basic SEO and social media strategies effectively raising unique visitors and members -
InternNovo Law Firm, P.C. Jun 2011 - Aug 2011
Alexander Szikla Skills
Alexander Szikla Education Details
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The Wharton SchoolAnd Modern Investing -
New York UniversityReal Estate Development -
Mcgill UniversityFinance & International Management
Frequently Asked Questions about Alexander Szikla
What company does Alexander Szikla work for?
Alexander Szikla works for Mvv Capital Partners
What is Alexander Szikla's role at the current company?
Alexander Szikla's current role is Director.
What is Alexander Szikla's email address?
Alexander Szikla's email address is al****@****aol.com
What is Alexander Szikla's direct phone number?
Alexander Szikla's direct phone number is +164625*****
What schools did Alexander Szikla attend?
Alexander Szikla attended The Wharton School, New York University, Mcgill University.
What are some of Alexander Szikla's interests?
Alexander Szikla has interest in American Political History.
What skills is Alexander Szikla known for?
Alexander Szikla has skills like Research, Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, Management, Strategic Financial Planning, Teamwork, Leadership, New Business Development, Public Speaking, Data Analysis.
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