NorthCoast is pleased to announce that Alex Travis joined the firm in January as a Managing Director to support the ongoing growth of the business.
Alex is responsible for sourcing, closing, managing, and realizing transactions, conducting due diligence on new investment opportunities, and serving as board observer for portfolio companies.
Prior to joining NorthCoast, he served as a Managing Director at investment bank Northborne Partners, where he provided M&A advisory services and focused on deal sourcing and leading deal execution. From 2014 to 2022, Alex was a senior investment professional at Medallion Capital, serving as President from 2018 to 2022 and leading transaction sourcing, closing, and portfolio management, while serving on the investment committee and as board observer for portfolio companies and SBIC liaison. His earlier roles included investment professional positions at Aviva Investors, Northstar Capital, and Churchill Capital. During his time at Churchill Capital’s mezzanine funds, he worked alongside NorthCoast founders Stacy Harmsen and Mark McDonald. He also worked at Piper Jaffray in investment banking and began his career at American Equity Life Insurance, managing a $500 million fixed income portfolio.
Mr. Travis holds a Bachelor of Arts in Business and Finance from Iowa State University, where he graduated as a member of the university’s honors society.
Minneapolis, MN based NorthCoast Mezzanine provides subordinated debt and non-control equity to businesses in a variety of industries across the United States. We finance leveraged acquisitions backed by private equity sponsors, management and family driven ownership transitions, add-on acquisitions, recapitalizations, and growth initiatives.
