Alex Neuman is an Vice President with Kaufman Hall’s Financial Planning practice. He assists healthcare organizations nationwide with strategic financial planning, capital allocation, debt-related financial advisory, and mergers and acquisitions.

Prior to joining Kaufman Hall, Mr. Neuman was a Valuation Analyst with OFS Capital Management in Chicago, a middle-market investment firm providing capital and leveraged finance solutions to U.S. corporations. While at OFS, he provided valuation and financial analyses for the firm’s investment portfolio, which was comprised of companies across diverse industries, including healthcare, business services, manufacturing, retail and consumer, and education. Before this, Mr. Neuman was a Senior Associate in the Transactions Services practice at Grant Thornton LLP, where he provided valuation services for private equity firms and transaction support for mergers and acquisitions.

Mr. Neuman holds an M.B.A. with a concentration in Finance from the Indiana University Kelley School of Business, and a B.S. in Accounting from Indiana University. He is a Certified Public Accountant.

All Specialties:

Mergers & Acquisitions, Financial Planning