From Seed to Secondary — bringing clarity, conviction, and execution across the capital stack.

Alice Rothschild is a transaction-focused finance professional with experience supporting over $2B in private equity, M&A, and growth-stage investments. Her background spans institutional buyouts, cross-border deals, venture capital, and corporate development, with hands-on involvement across diligence, modeling, and execution.

Her deal sheet includes transactions from $2M to $800M across healthcare, fintech, biotech, and enterprise technology. She has led diligence workstreams, built valuation models, and prepared board-facing materials for both sponsors and operators. Her experience spans buyouts, minority stakes, venture rounds (Seed to Series C), PIPE transactions, joint ventures, SPACs, and platform and add-on acquisitions. She has also led asset-backed financing initiatives for family offices, executing debt strategies to unlock liquidity without equity dilution.

Alice’s foundation includes M&A execution at a Fortune 100 acquirer, mid-market PE transactions, and FP&A for a SaaS-based health tech firm. She has also advised early-stage companies and family offices on investor readiness, financial infrastructure, and capital planning—bringing a practical, execution-driven lens to every engagement.

She holds an MBA in Finance and Investment Management from Rice University, where she placed first in the CQA Hedge Fund Competition (+44%) and ETF Global Portfolio Challenge (+19.8%). She is Lean Six Sigma Black Belt certified and proficient in Capital IQ, PitchBook, Bloomberg, Power BI, and Tableau.

Sectors: Healthcare, Biotech, Fintech, SaaS, TMT, Consumer Products, Industrials, Real Estate, Energy & Sustainability, Digital Health, Infrastructure
Deal Types: Buyouts, Growth Equity, Roll-Ups, Venture Rounds, PIPE Transactions, Joint Ventures, Minority Stakes, Platform & Add-On Acquisitions, SPACs, Cross-Border M&A
Core Expertise: Due Diligence, Valuation Modeling, Transaction Structuring, Investor Reporting, FP&A Integration

Alice is known for her ability to translate complex financials into actionable insights for C-suite and investor audiences. She thrives in high-stakes environments where speed, accuracy, and composure are essential to closing.