Alexander Schifter

Fractional CFO / Enterprise SaaS Startups

Alexander Schifter is a fractional CFO consultant at Centripetal Advisors, where he works with leading enterprise SaaS startups to drive growth and scalability. Alongside his consulting role, Alex invests in his clients when the right opportunities arise, using his extensive entrepreneurial background and financial expertise to guide SaaS founders toward success. His experience building and running businesses allows him to provide valuable insights into business strategy, finance, and revenue operations.

Owner and CEO of XO Espresso Bar

In 2022, Alex acquired XO Espresso Bar, a specialty coffee business offering high-quality and wellness drinks. He secured investor financing to acquire two café locations in Miami. As CEO, he oversees the entire industry, including financial planning, procurement, human resources, and payroll.

Under Alex’s leadership, XO Espresso Bar has expanded into wholesale operations and seeks new locations and franchise partners. The company is set to open a new location in a prime Miami Beach area later this year. Additionally, Alex secured an exclusive three-year coffee supply and consulting agreement with Yann Couvreur, marking a milestone in the company’s growth.

Co-Founder of Hello Arthur: Innovating Healthcare Supply Chains

In 2021, Alex Schifter co-founded Hello Arthur, a marketplace designed to help healthcare providers purchase medical and dental supplies directly from manufacturers. The platform’s direct purchasing model helps customers reduce costs by cutting out the middleman. The company’s name is a tribute to Alex’s grandfather, Arthur Schifter, who was a key figure in providing medical supplies during the AIDS pandemic.

Although Hello Arthur scaled to six figures in revenue, Alex decided to wind down operations and refocus his efforts on XO Espresso Bar due to business challenges.

Building a Career in Investment Banking

Investment Bank Analyst at AGC Partners

Alex’s investment banking career began 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 specializing in M&A advisory for middle-market technology companies. As an Investment banker in the technology sector, active across various midsized and large regional boutiques from 2015 to 2020, Alex played a significant role in both buy-side and sell-side engagements, preparing client pitch books, financial models, and marketing materials essential to M&A transactions.

Associate at DCA

In 2017, Alex joined DCA, a boutique investment bank in New York, as a Senior Analyst and was later promoted to Associate. DCA specializes in advising digital media and frontier technology companies. During his time at DCA, Alex worked on ten deals, including sell-side advisory and equity capital raises. His responsibilities included preparing financial models, valuations, and Confidential Information Memorandums (CIMs) and conducting research across advertising, eCommerce, and OTT sectors. Additionally, Alex supported the due diligence process for potential venture capital investments.

Associate at Pharus Advisors

Alex’s next role was at Pharus Advisors, a merchant bank based in New York specializing in M&A advisory for technology and growth industries. As an Associate, Alex worked on several deals, including sell-side advisory and equity capital raises. He also helped build a successful business development pipeline in the eCommerce, retail technology, and SaaS sectors.

Vice President at Trousdale Capital Management

At Trousdale Capital Management (now Numeta Capital), Alex served as Vice President, focusing on sourcing, evaluating, and executing investments in high-growth enterprise software companies. His work involved due diligence, financial modeling, and preparing KPI reports. While at Trousdale, Alex contributed to two successful growth equity investments, one majority and one minority.

Educational Background: A Foundation in Economics and Leadership

Alexander Schifter graduated from Tufts University in Medford, Massachusetts, with a Bachelor’s degree in Economics and a Minor in Entrepreneurial Leadership Studies. While at Tufts, Alex was also a dedicated NCAA varsity athlete, competing on the Men’s Cross Country and Track & Field teams for six seasons. His experience as an athlete taught him essential lessons in discipline and time management, which he has carried forward into his professional career.

Philanthropy: Giving Back to the Community

Alex is passionate about philanthropy and has been involved in various charitable efforts throughout his career. He raised funds for the Pan-Mass Challenge. This bike-a-thon supports 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. His charitable efforts include donations to Yehudi and Chabad of Midtown Miami.

Alexander Schifter continues to leverage his extensive experience to drive business growth and remains dedicated to positively impacting his community.