EDUCATION
Wake Forest University
B.A. in English, Minor in Business Administration
M.B.A with Finance Concentration
The University of St. Andrews, Scotland
F. Alexander (Xan) Smith
Managing Director of Private Equity Coverage & Origination
Xan Smith is responsible for Bourne Partners’ business development activities with a focus on M&A, capital raise, licensing and partnering opportunities within the firm’s pharmaceutical, pharma and healthcare services, and consumer health-focused investment banking advisory practice.
Xan Smith began his career in Corporate Banking at Wachovia Securities. Prior to Bourne Partners, he worked in Investment Banking at First Union Capital Markets where he was responsible for corporate finance solutions for select industry and Fortune 1000 clients. Most recently, he served as a Director of Scale Finance LLC where he provided capital and strategic advisory solutions for companies in high growth sectors. His professional experience also includes extensive involvement in real estate development, both with large scale master planned community developer, Crescent Resources, LLC/Morgan Stanley Real Estate, and as a principal/owner of The Fulton Group LLC.
Xan received a B.A. in English and a Minor in Business from Wake Forest University (cum laude) and spent an academic year abroad at The University of St. Andrews, Scotland, where he was a member of the University golf team. He also received an M.B.A. degree from Wake Forest University with a concentration in Finance.
Outside of Bourne, Xan is a member of the Moore County Reading Buddies tutoring program and enjoys golf, biking, skiing and travel, and spending time with his wife and daughter and son twins.
NOTABLE LICENSES
FINRA Registered Series 63, Series 79