Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alex Niblock

Winston-Salem

Summary

Transaction Advisory Senior Manager with extensive experience leading buy-side financial due diligence engagements for private equity and strategic acquirers. Managed transactions ranging from $5M to $1.5B, delivering Quality of Earnings (QoE), working capital, and deal-critical analysis across project-based, industrial, and technology-enabled businesses. Big 4 audit foundation supporting Fortune 500 companies.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Manager, Transaction Advisory Services

Forvis Mazars, LLP
04.2019 - Current

• Lead buy‑side and sell-side financial due diligence engagements for private equity and strategic acquirers across middle‑market transactions, ranging from $10M to $1.5B.
• Oversee Quality of Earnings (QoE), Net Working Capital (NWC), and Net Debt analyses, identifying deal‑relevant risks and EBITDA normalization adjustments.
• Manage diligence workstreams across multiple concurrent transactions under accelerated deal timelines.
• Serve as senior point of contact for clients, investment teams, and management throughout the diligence process.
• Industry experience includes technology / SaaS, residential services, retail, distribution, boutique fitness, among others.

Senior Associate, Audit

KPMG, LLP
09.2015 - 03.2019

• Supported Fortune 500 company audits, with a focus on financial statement analysis, internal controls, and substantive testing
• Assisted in planning and execution of complex audits in accordance with U.S. GAAP and PCAOB standards
• Collaborated with client accounting and finance teams to resolve technical accounting and reporting matters

Education

Master of Science - Accounting

University of North Carolina At Chapel Hill
Chapel Hill, NC
05-2015

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill
Chapel Hill, NC
05-2014

Skills

  • Due diligence
  • EBITDA Normalization & Financial Trend Analysis
  • Revenue Recognition (ASC 606)
  • Advanced Excel

Certification

  • CPA - Certified Public Accountant

Timeline

Senior Manager, Transaction Advisory Services

Forvis Mazars, LLP
04.2019 - Current

Senior Associate, Audit

KPMG, LLP
09.2015 - 03.2019

Master of Science - Accounting

University of North Carolina At Chapel Hill

Bachelor of Science - Business Administration

University of North Carolina At Chapel Hill
Alex Niblock