Alan Thometz

Adjunct Faculty, Finance

arthometz@stthomas.edu

(612) 309-4241

2115 Summit Ave
McNeely Hall
St. Paul, MN 55105

M.B.A., , Carlson School of Management - University of Minnesota
Other, ,
Other, , University of Minnesota

See publications in UST Research Online

Alan's experience includes commercial banking, investment banking, and private equity. In his career, he has advised several dozens of clients in transactions totaling billions of dollars. While living in Beijing, he trained the transaction advisory staff of Grant Thornton China and performed cross-border due diligence. His professional services span five continents.

After serving as a director of transaction advisory services at Grant Thornton, Alan started his own consulting firm which specializes in M&A transactions and valuations. He has an MBA from the University of Minnesota's Carlson School of Management and earned a CFA designation in 2001. He has been an adjunct faculty member for more than ten years at UST and other universities.

Summer 2018 Courses
Summer 2018 Courses
Crs - Sec Title Days Time Location
Fall 2018 Courses
Fall 2018 Courses
Crs - Sec Title Days Time Location
FINC 321 - 03 Financial Management M - W - F - - 0935 - 1040 MCH 234
Description of course Financial Management : CRN: 42927 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 321 - 04 Financial Management M - W - F - - 1055 - 1200 MCH 234
Description of course Financial Management : CRN: 42928 4 Credit Hours
An examination of the elements of the finance function of the organization as well as the financial analysis of decisions. Topics include working capital management, acquisition of capital, capital budgeting, cost of capital, theories of valuation, and present value. Prerequisites: ACCT 210, STAT 220 (or MATH 313 or STAT 314 for actuarial majors), ECON 251, 252, and Sophomore standing
Schedule Details
Location Time Day(s)
FINC 440 - 01 Sec Analy & Portfolio Mgmt M - W - - - - 1525 - 1700 MCH 108
Description of course Sec Analy & Portfolio Mgmt : CRN: 42941 4 Credit Hours
This course will cover knowledge and develop skills necessary to carry out prudent and in-depth analysis of investments and create investment portfolio. The major topics covered include portfolio theory, macroeconomic analysis, industry analysis, financial statement analysis, company analysis, valuation models, creating investment policy statement, asset allocation, professional money management and portfolio strategies, and portfolio performance evaluation. The course also includes discussions of most recent developments in the investments industry. Students will apply course concepts to the analysis of actual companies and present their analysis and recommendations to investment professionals. Prerequisites: FINC 325, MATH 109 or 111 or 113, and BETH 301
Schedule Details
Location Time Day(s)
J-Term 2019 Courses
J-Term 2019 Courses
Crs - Sec Title Days Time Location
Academic and Professional Positions
  • Founding Member, KACET LLC, Minneapolis (2014 - present)
  • Lead Director, North America Banking Company, Mineapolis (2014 - present)
  • Adjunct Instructor, University of St. Thomas, St. Paul / Minneapolis (2006 - present)
  • Adjunct Instructor, Augsburg College, Minneapolis (2014 - 2017)
  • Director - Transaction Advisory Services, Grant Thornton, LLP, Minneapolis (2006 - 2014)
  • Chief Financial Officer, Excorp Medical, Inc, Minneapolis (2005 - 2006)
  • Principal, Manchester Companies, Inc, Minneapolis (2001 - 2005)
  • Senior Vice President, Family Financial Strategies, Inc, Minneapolis (2000 - 2001)
  • Founder, Principle & Owner, Trinity Capital Management, LLC, St. Paul (1999 - 2000)
  • Principal, Northland Business Capital, LLP, Minneapolis (1997 - 1998)
  • Vice President, Wells Fargo Bank (successor to Norwest Bank MN), Minneapolis (1986 - 1996)
  • Assistant Project Director, Centre d'Assistance aux P.M.E., Tunis (1985 - 1986)
  • Manager of Finance, Cray Research, Inc., Minneapolis (1982 - 1985)
  • Commercial Banking Officer, U.S. Bank, Minneapolis (1978 - 1982)

Professional Memberships
  • Association for Corporate Growth
  • CFA Society of Minnesota

Public Service
  • Minnesota Center for Environmental Advocacy, Chairperson

Publications

Books and Chapters

Research Interests
  • Corporate finance
  • Valuations
  • Investment risk and return
  • Mergers & Acquisitions
  • Financial Institutions

Presentations