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 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.
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 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.
    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, Buy-side, Sell-side
  • 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, 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.
    Focus areas: Mergers & Acquisitions (M&A), Valuation, Fairness Opinion Reports, Excel Modeling, LBO Modeling, Funding Presentations, Board Presentations
  • Director - Private Placements

    2000 - 2001
    Broadmark Capital Corporation
    • Raised Series A Round for VoDSL Telecom company. Neutral Tandem—later renamed to Inteliquent—spun out of this company.
    • Raised Series A for Gigabit Ethernet Telecom Company.
    • Reviewed business plans of companies in the telecoms and technology sectors.
    • Constructed pitchbooks to assist in raising capital from qualified individual investors and institutional investors.
    Focus areas: Capital Raising, Telecoms, Technology, Mergers & Acquisitions, Business Plans
  • Associate Director - Oil and Gas and Generalist Groups

    1998 - 2000
    UBS
    • Executed M&A transactions and equity and debt financings.
    • Created financial models to support 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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