Alex Heintz, Cpa, Mba Email & Phone Number

Denver, Colorado, United States

We enhance value with independent primary care practices by accelerating their capabilities to succeed in value-based care, with a focus on implementing capabilities and work-flows to succeed in taking Medicare Risk. We also consult with healthcare organizations interested in expanding their risk-taking footprint, via acquisitions and organic expansion.

Miami/Fort Lauderdale Area

• Lead Cano Health's Business Development department by directing valuation and transaction processes for primary care facilities and MSOs serving the primary care market.
• Oversee the deal process from initial meeting to closing by building relationships with sellers, negotiating deal terms, conducting due diligence and managing transaction documents.
• Manage team of M&A analysts who evaluate potential targets, assist in due diligence processes, manage request lists and data rooms, build the financial models, and present investment memos.
• Supplement post-closing integration by partnering with Cano’s operational and functional leaders throughout each acquisition.
• Partnered with Cano Health's PE sponsor to build the company's M&A capabilities by recruiting team of M&A analysts, developing financial model and investment memo templates, and implementing scalable due diligence.

Sunrise, Florida

• Managed team of seven M&A analysts by allocating analyst resources and providing guidance on diligence and valuation processes, resulting in timely and accurate work product in accordance with Corporate Business.
• Preserved the integrity and quality of department's work product through the development of analysts' modeling, presentation, and communication skills.
• Communicated diligence findings and valuation model revisions to corporate executives and operational leaders.Senior Mergers & Acquisitions Analyst (December 2015 - December 2016)Mergers & Acquisitions Analyst (July.
• Quantified potential earnings and validated past earnings of acquisition targets using source documentation and logical pro forma assumptions.
• Administered the flow of diligence information across internal functional departments while keeping an open line of communication with each department to ensure all pre-closing requirements are fulfilled prior to.
• Worked directly with acquisition targets' executives and representatives throughout the valuation and diligence processes.

Boca Raton, Florida

• Applied BGA’s business planning framework to develop detailed business plan documentation and pro forma financial statements for utilization during capital raises.
• Executed industry, market and competitive analysis resulting in the creation of organizational strategies including market entry, operational, financing, and customer acquisition strategies.

Boca Raton, FL

• Lead instructional sessions for Quantitative Methods in Business Administration, a core quantitative business analytics course, and Information Systems Management, a business applications course.
• Mentored groups of students reviewing course materials and preparing for exams.
• Managed communications across administrators, professors and students by developing weekly updates, scheduling, supplemental handouts and impact reports.

Ft. Lauderdale, FL

• Assisted the Regional Investment Department with maintenance and reporting of actively managed investment portfolios.
• Implemented fundamental and technical analysis on fixed income, equity and hard asset investments for allocation into portfolios ranging from conservative to aggressive risk levels.
• Authored ‘The Money Clip,’ the Investment Department’s weekly market newsletter distributed to the firm’s management and financial representatives.

Master In Business Administration, Entrepreneurship

• Graduated with Magna Cum Laude honors • President’s and Dean’s lists

Bachelor Of Business Administration, Finance And Entrepreneurship

Activities and Societies: • Vice President, Economic Policy Forum • Member, Financial Managers Association • Member, Phi Kappa Phi.