Alex M. DeOteris
Director
Role
Alex DeOteris is a Director in Financial Services & FinTech. He joined Solomon Partners in 2020.
Experience
Prior to Solomon Partners, Alex worked for Waterfall Asset Management, an institutional asset manager focused on structured credit and private equity investments, where he also served as Chief Financial Officer for one of the firm’s portfolio companies.
Prior to joining Waterfall, Alex worked for a multi-family office where he focused on a variety of private investment opportunities within financial and credit-related businesses.
Alex began his career at Lehman Brothers and subsequently worked in the investment banking divisions at Macquarie Group and Piper Sandler (fka Sandler O’Neill & Partners).
Education
Alex holds a BA, cum laude, in History and Spanish from Bucknell University where he was also a member of the school’s varsity baseball team.
Transactions
Served as sole financial advisor to CURO on its sale of Flexiti to Questrade
August 2023
Served as financial advisor to ECN Capital Corp. on its sale of the Kessler Group to Stone Point Capital
August 2022
Served as valuation advisor to Bank of America with respect to the sale of its AAA cobrand credit card portfolio to Bread Financial
July 2022
Served as sole financial advisor to On the Barrelhead on its sale to NerdWallet
July 2022
Served as financial advisor to CIBC on its acquisition of the Costco Canada credit card portfolio from Capital One
March 2022
Served as sole financial advisor to BJ’s Wholesale Club on its agreement to move its credit card program and portfolio to Capital One from Bread Financial
January 2022
Served as sole financial advisor to StoicLane on its capital raise anchored by Oaktree Capital Management in conjunction with its acquisition of Interfirst Mortgage Company
April 2021
Served as sole financial advisor to Gap on its agreement to move its credit card program and portfolio to Barclays and Mastercard from Synchrony Financial and Visa
April 2021