Alex Shortle
Partner @Eo Advisors
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WORK HISTORY
Partner @Eo Advisors
EO Advisors was established in 2021 to bring the intellectual rigor of full-service investment banking to opportunities between the coasts. Our connected and experienced advisors apply a creative lens to uncover unique business stories, inform strategic direction, and advocate for owners’ personal and business goals - making us the trusted partner for discerning owners and entrepreneurs.Registered Investment Banking Agent with FINRA SIE, Series 63, 79, and 82 licenses. Securities transactions are performed through the unaffiliated entity, M&A Securities Group, Inc, member FINRA/SIPC. Any third-party posts linked to this profile should not be considered to represent my views, the views of EO Advisors, or the views of M&A Securities Group, Inc.
SKILLS
ABOUT ALEX SHORTLE
Alex has spent the bulk of his career focused on supporting growth-stage and lower-middle market companies through the various inflection points of the corporate lifecycle. This has included both advisory and operating roles at companies across multiple industry verticals.Alex began his career in New York, structuring large leveraged acquisitions at HSBC Securities, and slowly worked his way into the middle and lower-middle markets executing M&A advisory, private placement, and turnaround engagements. Looking to get further upstream, Alex helped start the venture capital firm Meridian Street Capital, investing in healthcare technology startups across the US. Immediately prior to co-founding EO Advisors, Alex worked in middle-market and lower-middle market M&A, advising technology companies across the Midwest.
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