Alex Travis

Alex Travis

Managing Director

Biography

Alex has over 20 years of experience in mezzanine lending, investment banking, and asset management. He is responsible for sourcing, closing, managing, and realizing transactions, conducting due diligence, and serving as board observer for portfolio companies. Prior to joining NorthCoast in January 2025, Alex was 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, he was a senior investment professional at Medallion Capital, serving as President from 2018 to 2022, where he led transaction sourcing, closing, and portfolio management while serving on the investment committee and as board observer for portfolio companies. His earlier roles included investment professional positions at Aviva Investors and mezzanine funds Northstar Capital and Churchill Capital. 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.

Chronology

2025-Present
Company: NorthCoast Mezzanine
Industry: Mezzanine
2022-2024
Company: Northborne Partners
Industry: Investment Banking
2014-2022
Company: Medallion Capital
Industry: Mezzanine
2012-2014
Company: Northstar Capital
Industry: Mezzanine
2010-2012
Company: Aviva Investors
Industry: Asset Management
2007-2009
Company: Churchill Capital
Industry: Mezzanine
2004-2007
Company: Piper Jaffray
Industry: Investment Banking
2002-2004
Company: American Equity Life Insurance
Industry: Asset Management