Pete Boukouzis, Finance Expert in Encinitas, CA, United States
Pete Boukouzis

Finance Expert in Encinitas, CA, United States

Member since January 15, 2019
Pete advised on over $150 billion of proposed and completed buyside, sellside, and merger transactions for private and public companies during his 18-year Wall Street career as a senior M&A investment banker. His transaction experience involved clients all over the world and included a variety of industries. Pete enjoys the flexibility of consulting while continuing to provide top-tier advice on M&A, corporate finance, and valuation matters.
Pete is now available for hire

Career Highlights

Education

Industry Expertise

  • Energy

Software Expertise

Other Expertise

Employment

  • Consultant

    2018 - PRESENT
    Self-Employed
    • Retained as an expert witness by plaintiffs and defendants, including in cases involving the New York Attorney General and the Securities and Exchange Commission.
    • Performed a valuation on behalf of a private trust company for the potential sale of a minority equity interest utilizing discounted cash flow, comparable companies, and precedent transaction analyses.
    • Advised an industry management team on the potential acquisition of energy assets from a public company with responsibilities including financial modeling, valuation, acquisition strategy, and due diligence.
    Focus areas: Mergers & Acquisitions (M&A), Valuation, Corporate Finance, Finance Strategy, Expert Witness, Financial Modeling
  • Managing Director and Head of US Energy Mergers and Acquisitions

    2009 - 2016
    BMO Capital Markets
    • Led BMO's US Energy M&A practice, originating and executing M&A mandates with corporate and private equity clients across the US, Canada, Europe, and Asia.
    • Led valuation analyses M&A mandates and fairness opinions, including net asset value, discounted cash flow, discounted distribution, comparable companies, and precedent transaction analyses.
    • Prepared board materials and led discussions with corporate boards of directors and private equity commitment committees to propose, vet, and execute strategic transaction projects.
    • Presented to and served on BMO's investment banking fairness committee, which vetted and approved valuation analyses.
    • Developed and implemented M&A strategies to increase the probability of successful transactions.
    • Led multiple stock-based acquisitions on behalf of a publicly-traded US client in one month. The transactions included a highly leveraged company involving additional negotiations with its lender and defending the deal against a potential interloper. The other company was traded on a non-US exchange and involved a "special" exchangeable share as currency.
    Focus areas: Mergers & Acquisitions (M&A), Fairness Opinion Reports, Valuation, Finance Strategy, buyside, sellside
  • Director - M&A

    2001 - 2009
    Rothschild Inc.
    • Executed a range of buy and sell-side M&A and advisory assignments in the natural resources, healthcare, retail, media, and industrials sectors, among others.
    • Executed both domestic and cross-border transactions, building complex financial models that formed the valuation and transaction framework while negotiating terms with buyers and sellers.
    • Prepared valuation materials, board presentations, and fairness opinions to support the execution of potential transactions.
    • Canvassed buyer universes to find potential buyers with strong strategic incentives to outbid other participants. These buyers included less-well-known private equity firms, foreign companies, and public partnerships.
    Focus areas: Mergers & Acquisitions (M&A), Valuation, Fairness Opinion Reports, Excel Modeling, LBO Modeling, Funding Presentations, Board Presentations
  • Associate Director - Oil and Gas and Generalist Groups

    1998 - 2000
    UBS
    • Executed M&A transactions and equity and debt financings.
    • Created financial models in support of buy and sell-side mandates.
    Focus areas: Mergers & Acquisitions (M&A), Equity Financing, Debt Raises, Fairness Opinion Reports

Education

  • Master of Business Administration (MBA) degree in Accounting, Economics, and Finance
    1996 - 1998
    University of Chicago - Chicago, Illinois
  • Bachelor's degree in Chemical Engineering
    1986 - 1990
    University of Illinois - Urbana/Champaign, Illinois

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