Alex Loucks

Entrepreneurial leader with operating and investing experience; fervent business builder

Role
Managing Director at Heritage Oaks Holdings
Location
Denver, CO, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Alex Loucks

An entrepreneurial leader with global operating and investing experience. Adept at building and leading teams, developing strategic relationships, and leading strategic finance initiatives, including M&A, sourcing and executing on business development opportunities, and capital structures.Growing up in small business and a small, rural farming town, the value of community - family, friends, acquaintances - was instilled from the start; my roots. Today, I stive to continue to establish roots in my communities.This includes my approach to building relationships with focus on trust and empathy to better understand one another and embrace uniqueness. Whether it’s at work or at home, it all starts with positive, healthy relationships.Building anything significant takes time, which is why I care about long-term thinking and decision-making. I strive to take small, meaningful steps in daily actions, knowing that they will add up to something great in time.

Experience

  1. Managing Director

    Heritage Oaks Holdings

    Jan 2017 — Present · Denver, CO, US

    Heritage Oaks is an operator led private holding company working with owners and advisors to smoothly transition ownership and operations of a company. Heritage Oaks is interested in situations where business owners are considering retirement or desire to reduce their day-to-day management responsibilities. We are committed to preserving the legacy and building on the reputation and relationships that have made the company successful. We are passionate about creating value for our community and yours. After the acquisition, our focus will be to invest in people and infrastructure to sustain healthy growth.Heritage Oaks is interested in stable, profitable, and growing businesses with some of the following attributes:(i) motivated seller;(ii) established, talented at least three years of profitability; and (iv) min EBITDA margins of 10%.Heritage Oaks is committed to a process that provides flexibility, discretion, transparency, speed, and certainty.

Education

  • INSEAD

    Global Executive MBA

  • Wabash College

    BA, Economics

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Alex Loucks — Managing Director at Heritage Oaks Holdings in Denver, CO, US | Unifers