Alexander Schifter

Alexander Schifter is a fractional CFO consultant with Centripetal Advisors, where he collaborates with top enterprise SaaS startups to help them scale and achieve long-term success. He also invests in his clients when opportunities align, using his entrepreneurial background and financial expertise to guide founders. With firsthand experience building and managing businesses, Alex brings a comprehensive understanding of business strategy, financial planning, and revenue operations to every engagement.

Leading XO Espresso Bar: From Acquisition to Expansion

In 2022, Alex acquired XO Espresso Bar, a specialty coffee business that delivers premium coffee and wellness drinks with exceptional service. Alex took on the CEO role after securing investor financing to acquire two café locations in Miami. He oversees all aspects of business development, including financial planning, procurement, human resources, and payroll.

Under Alex’s leadership, XO Espresso Bar has expanded into wholesale operations and is exploring new locations and franchise opportunities. A new XO Espresso Bar location is set to open in a high-demand Miami Beach area later this year. Additionally, Alex secured an exclusive three-year coffee supply and consulting agreement with Yann Couvreur, further supporting the business’s growth.

Co-founder of Hello Arthur: A Marketplace for Healthcare Providers

Alex Schifter co-founded Hello Arthur in 2021, a marketplace designed to simplify the procurement of medical and dental supplies by connecting healthcare providers directly with manufacturers. This model enables cost savings by cutting out the middleman. The company’s name honors Alex’s grandfather, Arthur Schifter, who was instrumental in supplying critical medical supplies during the AIDS pandemic.

Although Hello Arthur grew to six figures in revenue, Alex decided to wind down operations and focus on XO Espresso Bar due to the challenges the company faced.

A Strong Foundation in Investment Banking

Investment Bank Analyst at AGC Partners

Alex began his professional journey in 2015 as an Investment Bank Analyst at AGC Partners in Boston after completing internships at Consilium Partners and Piper Jaffray (now Piper Sandler). AGC Partners is a boutique investment bank offering M&A advisory services to middle-market technology companies. As an Experienced technology investment banker with roles in several prominent regional boutiques between 2015 and 2020, Alex worked on buy-side and sell-side engagements, preparing client pitch books, financial models, and marketing materials crucial to executing successful M&A transactions.

Associate at DCA

In 2017, Alex joined DCA, a boutique investment bank in New York, as a Senior Analyst and later advanced to Associate. DCA specializes in advising digital media and frontier technology companies. During his time there, Alex worked on ten deals, including sell-side advisory and equity capital raises. He also prepared financial models, valuations, and Confidential Information Memorandums (CIMs) while researching key sectors such as advertising, eCommerce, and OTT. Additionally, he supported due diligence for potential venture capital investments for DCA’s Managing Partner and CEO.

Associate at Pharus Advisors

After DCA, Alex moved to Pharus Advisors, a merchant bank based in New York that provides M&A advisory services across various technology and growth sectors. As an Associate, Alex worked on several deals, focusing on sell-side advisory and equity capital raises. He also helped build a successful business development pipeline in the eCommerce, retail technology, and SaaS industries.

Vice President at Trousdale Capital Management

At Trousdale Capital Management (now Numeta Capital), Alex was a Vice President who focused on sourcing, evaluating, and executing investments in high-growth software companies. He played a key role in two completed growth equity investments—one majority and one minority—contributing to the due diligence process, financial modeling, and KPI analysis.

Education: Academic Foundation and Athletic Commitment

Alexander Schifter graduated from Tufts University in Medford, Massachusetts, with a Bachelor’s in Economics and a Minor in Entrepreneurial Leadership Studies. In addition to his academic achievements, Alex competed as an NCAA varsity athlete on Tufts Men’s Cross Country and Track & Field teams for six seasons, which helped him develop valuable skills in time management and discipline.

Philanthropy: Making an Impact Beyond Business

Alex is committed to giving back to the community through various philanthropic efforts. He raised funds for the Pan Mass Challenge, a bike-a-thon supporting cancer research and treatment at Dana-Farber and the Jimmy Fund. Alex has also volunteered with Habitat for Humanity and raised funds for the ALS Association Greater New York Chapter. Additionally, he has made charitable donations to Yehudi and Chabad of Midtown Miami.

Alexander Schifter continues to apply his extensive experience and knowledge to help businesses scale while maintaining his commitment to philanthropic causes and community support.

Learn more: 

Alex Schifter’s Shift From Finance to Cafe Ownership

Alexander Schifter Provides Financial Strategies for SaaS Founders

Raising Capital for SaaS Startups Alexander Schifter Discusses What You Need to Know

Alex Schifter Provides Key Takeaways from Owning and Growing a Small Business

Alexander Schifter: The Hidden Costs of Starting a Business Nobody Warns You About

Alex Schifter: The Team You Need at Each Stage of Business Growth