About
Us
Meet Our Founder
M. Alex Burns, CFP®
Managing Partner
With nearly a decade of experience in the wealth management industry, Alex leverages his technical analysis and financial planning background when reviewing acquisition opportunities. Prior to being part of the financial services world, Alex was a software sales account manager for a Fortune 500 tech company.
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Alex's passion for helping people drove him to start Herondale where he wishes to help the next generation of professionals grow, while encouraging them to maintain a steadfast focus on what's most important to them in their respective lives. With this vision in mind, we are able to provide a valuable service to business owners seeking growth capital or help in building out a robust succession plan.
Concurrent to being the founder of Herondale, Alex is an Advisor and Director of Advisory with a boutique financial advisory firm. Alex holds a Bachelor's of Arts in Communications from Michigan State University, maintains a Series 65 investment advisory license and is a CERTIFIED FINANCIAL PLANNER designee.
Our Partners
Herondale's partners are seasoned professionals with deep expertise in investment banking, corporate & transactional law, management consulting, financial planning & analysis, data science and operations. We bring decades of experience across diverse industries, including aviation, automotive, retail, eCommerce, hospitality, real estate, and media. Leveraging our combined knowledge, we excel at identifying high-growth opportunities, executing complex transactions, and driving value through operational excellence and strategic transformations.
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We work with businesses poised for growth, focusing on sectors where we can leverage our expertise to unlock potential. By partnering closely with management teams, we implement tailored strategies to optimize operations, drive digital transformation, enhance customer experiences, and maximize long-term value. Whether repositioning underperforming assets or scaling established companies, we are committed to fostering sustainable growth and creating lasting impact for our capital partners and partner businesses.