Glenn Peters, Finance Expert in Los Angeles, CA, United States
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Glenn Peters

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
August 7, 2017

Glenn is a seasoned investment banker with expertise in mergers and acquisitions (M&A) and capital markets. He has a distinguished career at top investment banks, such as J.P. Morgan and Deutsche Bank, where he contributed to transactions exceeding $55 billion. Glenn has collaborated with C-level executives from over 30 companies, preparing financial models and business plans and offering memorandums. He enjoys freelancing, seeking challenging projects, and engaging with intriguing clients.

Career Highlights

Managing Partner
Growth Capital Partners, LLC
Investment Banking Associate
Deutsche Bank Securities

Education Highlights

Bachelor's Degree
Georgia Institute of Technology

Certification Highlights

Series 79
FINRA | Financial Industry Regulatory Authority
Series 65
FINRA | Financial Industry Regulatory Authority
Series 63
FINRA | Financial Industry Regulatory Authority

Case Studies

Work Experience

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: Financial Modeling, Valuation, Mergers & Acquisitions (M&A), Budgeting, Financial Planning & Analysis (FP&A), Finance Strategy, Capital Raising, Interim CFO, Negotiation, Price Negotiations, Fundraising, Marketplaces, Budget Modeling, Financials, Cosmetics, DCF Modeling, Business Planning, Private Capital Markets, Private Placement Marketing, Beauty Products, Microsoft PowerPoint, Microsoft Excel, eCommerce, Capital Budgeting, Consumer Products, Equity Capital, Debt Raises, M&A Modeling, Valuation Modeling, Equity Offerings, Credit Analysis, Private Company Valuation, Technology, Capital Markets, Three-statement Modeling, Corporate Finance, Software, Business Strategy, Bloomberg, Capital IQ, Biotechnology, Investment Analysis, Investment Funds, Private Placement Memoranda, NPV Calculation, Cash Flow Modeling, Leveraged Buyout Modeling, P&L Forecasting, Cash Flow Forecasting, Balance Sheets, Market Research, Early-stage Startups, Early-stage Funding, Financial Services, Wealth Management, Asset Management, Forecasting, Revenue & Expense Projections, M&A (Buy-side), Deal Structuring, Underwriting, Accounting, Private Equity, Fund Accounting & Administration, Waterfall Modeling, Reporting, CFO, Controller, Software as a Service (SaaS), Demand Planning, Inventory Management, Pitch Deck Consultant, Pitch Decks, B2B, Cap Tables, Term Sheet Advisory, Fundraising Consultant, Investor Relations Consultant, SaaS, Hospitality, Hotels & Lodging, Business Development, Strategy

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: Valuation Modeling, Cash Flow Modeling, M&A Modeling, Valuation, Debt Raises, Equity Capital, Mergers & Acquisitions (M&A), Corporate Finance, Negotiation, Fundraising, Marketplaces, Budget Modeling, Financials, DCF Modeling, Business Planning, Private Capital Markets, Private Placement Marketing, Microsoft PowerPoint, Microsoft Excel, eCommerce, Capital Budgeting, Budgeting, Finance Strategy, Equity Offerings, Credit Analysis, Private Company Valuation, Technology, Capital Markets, Three-statement Modeling, Software, Semiconductors, Capital Raising, Business Strategy, Bloomberg, Capital IQ, Investment Analysis, Investment Funds, Private Placement Memoranda, Leveraged Buyout Modeling, P&L Forecasting, Cash Flow Forecasting, Balance Sheets, Market Research, Early-stage Startups, Early-stage Funding, Financial Services, Investment Banking, Forecasting, Revenue & Expense Projections, M&A (Buy-side), Deal Structuring, Underwriting, Accounting, Private Equity, Fund Accounting & Administration, Waterfall Modeling, Reporting, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), Demand Planning, Pitch Deck Consultant, Pitch Decks, B2B, Financial Modeling, Cap Tables, Term Sheet Advisory, Fundraising Consultant, Investor Relations Consultant, Middle East, SaaS, Hospitality, Hotels & Lodging, Business Development, Strategy

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: Private Company Valuation, Valuation, Credit Analysis, Debt Raises, Leveraged Buyout Modeling, Mergers & Acquisitions (M&A), Equity Offerings, Negotiation, Fundraising, Marketplaces, Budget Modeling, Financials, DCF Modeling, Business Planning, Private Capital Markets, Private Placement Marketing, Microsoft PowerPoint, Microsoft Excel, eCommerce, Capital Budgeting, Budgeting, Finance Strategy, Equity Capital, M&A Modeling, Valuation Modeling, Technology, Capital Markets, Three-statement Modeling, Corporate Finance, Software, Semiconductors, Capital Raising, Business Strategy, Bloomberg, Capital IQ, Investment Analysis, Private Placement Memoranda, Cash Flow Modeling, P&L Forecasting, Cash Flow Forecasting, Balance Sheets, Market Research, Early-stage Startups, Early-stage Funding, Financial Services, Investment Banking, Forecasting, Revenue & Expense Projections, M&A (Buy-side), Deal Structuring, Underwriting, Accounting, Private Equity, Fund Accounting & Administration, Waterfall Modeling, Reporting, Financial Planning & Analysis (FP&A), Software as a Service (SaaS), Pitch Deck Consultant, Pitch Decks, B2B, Financial Modeling, Cap Tables, Term Sheet Advisory, Fundraising Consultant, Investor Relations Consultant, Middle East, SaaS, Hospitality, Hotels & Lodging, Business Development, Strategy
2012 - 2013

Master of Business Administration (MBA) Degree in Finance

London Business School - London, UK

2011 - 2013

Master of Business Administration (MBA) Degree in Finance and Accounting

New York University - New York City, NYC, USA

2001 - 2004

Bachelor's Degree in Chemical Engineering

Georgia Institute of Technology - Atlanta, GA, US

SEPTEMBER 2013 - PRESENT

Series 79

FINRA | Financial Industry Regulatory Authority

JANUARY 2010 - PRESENT

Series 65

FINRA | Financial Industry Regulatory Authority

NOVEMBER 2009 - PRESENT

Series 63

FINRA | Financial Industry Regulatory Authority

OCTOBER 2009 - PRESENT

Series 6

FINRA | Financial Industry Regulatory Authority

Finance

Cash Flow Modeling, Cash Flow Forecasting, Balance Sheets, Market Research, Forecasting, Revenue & Expense Projections, Finance Strategy, Budgeting, Valuation, Equity Capital, Debt Raises, M&A Modeling, Valuation Modeling, Equity Offerings, Credit Analysis, Private Company Valuation, Financial Modeling, Three-statement Modeling, Financial Planning & Analysis (FP&A), Corporate Finance, Capital Raising, Mergers & Acquisitions (M&A), Fundraising, Capital Budgeting, M&A (Buy-side), Accounting, Private Equity, CFO, Controller, Wealth Management, Leveraged Buyout Modeling, P&L Forecasting

Output Software

Microsoft PowerPoint, Microsoft Excel

Industry Expertise

Early-stage Startups, Financial Services, Technology, Capital Markets, Consumer Products, Software, Semiconductors, Hospitality, Hotels & Lodging, Asset Management, Venture Capital

Data & Analysis Software

Bloomberg, Capital IQ, Tableau

Geographic Expertise

Middle East

Other

Negotiation, Price Negotiations, Early-stage Funding, Investment Banking, DCF Modeling, Investor Presentations, Business Planning, Private Capital Markets, Private Placement Marketing, Marketplaces, eCommerce, Beauty Products, Budget Modeling, Cosmetics, Financials, Corporate Development, Deal Structuring, Underwriting, Fund Accounting & Administration, Waterfall Modeling, Reporting, Software as a Service (SaaS), Demand Planning, Inventory Management, Pitch Deck Consultant, Pitch Decks, B2B, Cap Tables, Term Sheet Advisory, Fundraising Consultant, Investor Relations Consultant, SaaS, Business Development, Strategy, Manufacturing, Business Strategy, Interim CFO, Biotechnology, Investment Analysis, Investment Funds, Private Placement Memoranda, NPV Calculation, Market Segmentation, Microsoft Power BI

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