Glenn Peters, Finance Expert in San Francisco, CA, United States
Glenn Peters

Finance Expert in San Francisco, CA, United States

Member since August 4, 2017
Glenn is an experienced investment banker specializing in M&A and capital markets. Glenn has worked for leading investment banks (JPMorgan, Deutsche) participating in transactions totaling over $55 billion. His experience includes working with C-level executives at over 30 companies in preparing financial models, business plans, and offering memorandums. He enjoys freelancing to find challenging projects and to work with fascinating clients.
Glenn is now available for hire

Career Highlights

Education

Select Certifications

  • FINRA | Financial Industry Regulatory Authority
  • FINRA | Financial Industry Regulatory Authority
  • FINRA | Financial Industry Regulatory Authority

Case studies

Industry Expertise

Employment

  • Managing Partner

    2017 - PRESENT
    Growth Capital Partners, LLC
    • Built an investor financial model used to raise $100 million for a venture capital fund, creating the investor presentations for the fundraising efforts.
    • Created an investor presentation and an NPV model for a $20 million funding round of a biotechnology firm and led negotiations with prospective financial and strategic investors.
    • Ran a sell-side M&A process for a recruiting firm building a three-statement operating model, authoring a confidential information memorandum, and leading negotiations with prospective strategic and financial buyers.
    • Provided strategic financial and business advice to entrepreneurs as the managing partner of Growth Capital Partners, a consulting practice.
    • Advised clients on capital structure, deal negotiations, and the capital-raising process.
    • Served as the interim CFO for a consumer products company.
    Focus areas: Capital Raising, Finance Strategy, Financial Planning & Analysis (FP&A), Budgeting, Mergers & Acquisitions (M&A), Valuation, Financial Modeling
  • Investment Banking Senior Associate

    2015 - 2017
    J.P. Morgan Securities
    • Executed transactions across M&A, project finance, debt, and equity underwriting within the technology sector.
    • Performed the merger analysis, negotiation, and fairness opinion for the $5.9 billion sale of King Digital to Activision Blizzard.
    • Prepared the initial registration statement, roadshow presentation, sales force memorandum, and valuation model for Talend's $109 million IPO.
    • Coordinated due diligence calls among book runners, developed strategic positioning materials, and drafted the registration statement for Ellie Mae's $285 million follow-on equity offering.
    • Built the merger and cash flow models for Qualcomm's $47 billion acquisition of NXP.
    Focus areas: Corporate Finance, Mergers & Acquisitions (M&A), Equity Capital, Debt Raises, Valuation, M&A Modeling, Cash Flow Modeling, Valuation Modeling
  • Investment Banking Associate

    2013 - 2015
    Deutsche Bank Securities
    • Performed M&A, credit analysis, and valuation analysis to assist clients in meeting their strategic needs.
    • Coordinated a buyer outreach to financial and strategic acquirers for multiple sell-side engagements.
    • Initiated business development outreach across multiple Internet verticals.
    • Built the model for the $962 million leveraged buyout of Ipreo.
    • Advised Groupon on the $782-million sale of Ticket Monster.
    Focus areas: Equity Offerings, Mergers & Acquisitions (M&A), Leveraged Buyout Model, Debt Raises, Credit Analysis, Valuation, Private Company Valuation

Education

  • Master of Business Administration (MBA) degree in Finance
    2012 - 2013
    London Business School - London, UK
  • Master of Business Administration (MBA) degree in Finance and Accounting
    2011 - 2013
    New York University - New York City, NYC, USA
  • Bachelor's degree in Chemical Engineering
    2001 - 2004
    Georgia Institute of Technology - Atlanta, GA, US

Certifications

  • Series 79
    SEPTEMBER 2013 - PRESENT
    FINRA | Financial Industry Regulatory Authority
  • Series 65
    JANUARY 2010 - PRESENT
    FINRA | Financial Industry Regulatory Authority
  • Series 63
    NOVEMBER 2009 - PRESENT
    FINRA | Financial Industry Regulatory Authority
  • Series 6
    OCTOBER 2009 - PRESENT
    FINRA | Financial Industry Regulatory Authority

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