Alex Cappelli is Co-Founder and Chief Operating Officer at Palmer, where he leads financial analysis, internal corporate strategy, and firm-wide operations. His leadership is instrumental in driving Palmer’s continued growth, operational excellence, and ability to deliver exceptional outcomes for clients.
With a career built across banking and financial services, Alex brings deep expertise in valuations, deal structuring, and strategic advisory. As a former Chief Financial Officer, he held senior responsibility for overseeing valuations, consulting engagements, and internal operations. That experience shaped his ability to balance analytical rigor with big-picture thinking. His background gives him a unique vantage point on both the financial and operational sides of M&A, allowing him to anticipate challenges and streamline processes that keep deals moving forward.
At Palmer, Alex plays a central role in ensuring the firm operates at the highest level. From refining internal systems to supporting the team through complex transactions, he brings a hands-on approach that reflects his commitment to excellence. His financial acumen and operational mindset make him a trusted resource for both colleagues and clients navigating the intricacies of buying or selling a business.
A native New Yorker, Alex earned his degree from Indiana University, where he developed an appreciation for the Midwest before returning to the East Coast. Outside the office, he enjoys cooking, golf, and spending time with his wife and baby daughter.