Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alex McClellan

Birmingham,AL

Summary

Dynamic Senior Associate at Totality Ventures with a proven track record in revenue generation and strategic planning. Successfully sourced over $3M in revenue and facilitated $85M in fund allocations. Adept at M&A execution and relationship management, driving new partner engagements to enhance market reach and transactional value.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Associate

Totality Ventures
Nashville, TN
10.2022 - 05.2025
  • Identified and pursued acquisition opportunities for both platform and add-on investments in B2B SaaS, IT services, manufacturing, and business services.
  • Achieved highest team performance ranking each quarter, leading in new partner engagements, total enterprise value (TEV) sourced, and fee revenue generated.
  • Generated over $3M in revenue for the firm and facilitated fund allocations exceeding $85M across a broad partner network.
  • Drove new partner engagements to expand market reach and boost transactional value.
  • Led and managed relationships with target company CEOs and key executive teams throughout the deal lifecycle.

Analyst

Wipfli Corporate Finance Advisors
Minneapolis, MN
10.2021 - 10.2022
  • Analyzed financial statements, constructed financial models, and directed extensive research on industry trends and competitive landscapes.
  • Created and delivered pitch decks for sell-side M&A clients, including the mapping of strategic and financial buyer universes.
  • Supported senior management through all phases of deal execution, from initial client engagement to closing.
  • Conducted valuation analyses, drafted confidential information memoranda (CIMs), managed buyer outreach, and facilitated due diligence.

Education

Bachelor of Science - Finance

Auburn University
Auburn, AL

Skills

  • Revenue generation
  • Problem solving
  • Strategic planning
  • M&A execution
  • Leadership
  • Financial modeling
  • Adaptive learner

Certification

  • SIE FINRA | Series 63 FINRA | Series 79 FINRA

Timeline

Senior Associate

Totality Ventures
10.2022 - 05.2025

Analyst

Wipfli Corporate Finance Advisors
10.2021 - 10.2022

Bachelor of Science - Finance

Auburn University

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