Pete advised on over $150 billion of proposed and completed buy-side, sell-side, 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.
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 with responsibilities on the potential acquisition of energy assets from a public company, including financial modeling, valuation, acquisition strategy, and due diligence.
Worked as a consultant to conduct university and corporate training in Excel financial modeling. Courses include three-statement financial modeling, discounted cash flow modeling, mergers and acquisitions modeling, and leverage buyout 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.
Executed a range of buy and sell-side M&A and advisory assignments in the natural resources, healthcare, retail, media, industrial, and several other sectors.
Implemented both domestic and cross-border transactions in 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.