Suggestions
Alex Gelman
Investor; Board Member; Former CEO
Alex Gelman is a prominent figure in the private equity sector, currently serving as the Founder and Managing Partner at Heritage Point Partners, which he co-founded in 2020. The firm is dedicated to investing in small businesses across the United States, typically focusing on companies with an enterprise value ranging from $5 million to $50 million. Gelman's approach emphasizes professionalism and fairness, aiming to replicate the high standards of large-cap firms within the small business market.3
Professional Background
Gelman has an extensive background in various leadership roles:
- Chief Executive Officer at mTab (2015-2020)
- Managing Partner at Poplar Partners (2013-2020)
- Operations Executive at KKR & Co. Inc. (2009-2011)
- Consultant at McKinsey & Company (2006-2009)
His work is characterized by a human-centric perspective, ensuring that all stakeholders are satisfied with the outcomes of transactions.2
Education
Gelman holds an MBA from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar, and a Bachelor of Arts in Economics and Philosophy from Dartmouth College, graduating summa cum laude.2
Additional Roles
In addition to his role at Heritage Point, Gelman is actively involved on various boards, including:
His blend of academic knowledge and practical experience positions him as a key player in facilitating transitions for business owners looking to sell their companies, particularly during what he refers to as their "heritage point"—a pivotal moment for legacy businesses.
Highlights
