Alex Baker

Evaluator
DISC Type : Sdc

Tax Partner - Private Equity & Portfolio Companies at EY

United Kingdom

Overview

Alex is a Tax Partner at EY specializing in private equity and portfolio companies. He has a passion for advising businesses post-acquisition, helping them navigate tax challenges, minimize risk, and maximize opportunities through their growth phase to exit. He holds a degree in Law and Business from the University of Warwick.

He is an award-winning tax professional, recognized for the impact and rapid growth of his team.

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Private Equity Tax
His entire career focus is advising private equity firms and their portfolio companies on complex tax matters from acquisition to exit.
Portfolio Company Growth
He acts as an extension of a company's finance team, supporting management throughout the investment lifecycle and growth phase.
Building Advisory Teams
Expressed excitement about his role in helping build out the portfolio tax advisory business upon joining EY.

Media Appearances

Alex has no verified media appearances

Work History

9-2025
Tax Partner - Private Equity & Portfolio Companies at EY
1-2024 - 3-2025
Tax Partner at CFGI UK
12-2007 - 1-2024
Corporate tax advisor at Deloitte LLP

Education

2006 - 2007
LPC from College of Law
2003 - 2006
Law and Business from University of Warwick - Warwick Business School

More Information

Social Presence :

Prographics :

Exp : 17 Location : United Kingdom Job Level : N/A Designation : Tax Partner - Private Equity & Portfolio Companies at EY
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Alex

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Alex take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Alex

Personality Compatibility


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