F. Alexander (Xan) Smith

Transaction Advisor & Director
  • Director & Transaction Advisor, Scale Finance, LLC – Broad experience & expertise as a principal & agent in Investment Banking & Real Estate Development industries; Capital Raise, Corporate Finance & M&A advisory support to entrepreneurs/CEOs of transformational growth companies. (2012-present)
  • Co-Founder & Managing Partner, The Fulton Group, LLC – Real estate development, marketing, and sales firm focused on strategic land and neighborhood development opportunities. (2007-2012)
  • Principal, Community/Resort Development Division of Crescent Resources, LLC (Morgan Stanley Real Estate) – Development Team Principal for flagship mixed-use development, Palmetto Bluff, a 20,000-acre island community/resort inBeaufort County,SC.  Responsible for the financial analysis and neighborhood, golf and resort development with a value in excess of $150 million. (2001-2007)
  • Investment Banking Associate, First Union Capital Markets (Wells Fargo Securities) – Integral part of a Corporate Finance unit that generated $55m in investment banking fees in ‘98 and ’99; provided M&A advisory services, senior, high yield and mezzanine debt, private and public equity and derivatives solutions to Fortune 1000 clients in the Retail, Consumer Goods and Diversified Industries. (1997-2001)
  • Corporate Banking Group Analyst, Wachovia Corporation – Responsible for institutionalizing new client relationships; structuring & executing innovative financing and advisory solutions for corporate clients. (1996-1997)
  • Associate, Unifi, Inc. – global, public textile manufacturer (1992-1995)
  • Wake Forest University, Masters of Business Administration,BabcockGraduateSchool
  • Wake Forest University, B.A. English; Minor in Business Administration, (Cum Laude)
  • The University of St. Andrews, Scotland, Year Abroad; member of University golf team
  • The Episcopal High School in Alexandria, VA
  • Founding Member of the Pinehurst Community Trust; Trustee of The O’Neal School; LicensedNorth CarolinaBroker in Charge

About Scale Finance

Scale Finance LLC (www.scalefinance.com) provides professional CFO services, Controller solutions, and support in raising capital, or executing M&A transactions, to entrepreneurial companies. The firm specializes in cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, business valuations, and other financial management, and provides strategic help for companies raising growth capital or considering M&A/recapitalization opportunities. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up to tens of millions in annual revenue. Scale Finance LLC has offices inCharlotte,NC, the Triangle, the Triad, Southern Pines, andWilmingtonwith a team of more than 30 professionals serving more than 100 companies throughout the region.