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

Verified Expert  in Finance

Finance Expert

Location
Encinitas, CA, United States
Toptal Member Since
January 14, 2020

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 worldwide from diverse industries. Pete enjoys the flexibility of consulting while continuing to provide top-tier advice on M&A, corporate finance, and valuation matters. He has also served as an expert witness.

Career Highlights

Consultant
Self-employed
Director - M&A
Rothschild, Inc.

Education Highlights

Bachelor's Degree
University of Illinois

Case Studies

Work Experience

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 models, discounted cash flows, operating models, M&A modeling, and leverage buyout modeling.
Focus areas: Financial Modeling, Expert Witness, Finance Strategy, Corporate Finance, Valuation, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Manufacturing, Forecasting, Waterfall Modeling, Private Equity

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: Advisory, M&A (Sell-side), Buy-side, Finance Strategy, Valuation, Fairness Opinion Reports, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Pitch Decks, Pitch Deck Consultant, Presentations, Investor Presentations, Financial Modeling, Forecasting, Waterfall Modeling, Private Equity

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: Board Presentations, Board of Directors, Funding Presentations, Leveraged Buyout Modeling, Excel Modeling, Fairness Opinion Reports, Valuation, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Pitch Decks, Pitch Deck Consultant, Presentations, Investor Presentations, Financial Modeling, Forecasting, Waterfall Modeling, Private Equity

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: Business Planning, Mergers & Acquisitions (M&A), Technology, Telecommunications, Capital Raising, Revenue & Expense Projections, Pitch Decks, Pitch Deck Consultant, Presentations, Investor Presentations, Venture Capital, Financial Modeling, Forecasting, Waterfall Modeling, Private Equity

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: Fairness Opinion Reports, Debt Raises, Equity Financing, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Pitch Decks, Pitch Deck Consultant, Presentations, Investor Presentations, Financial Modeling, Forecasting, Waterfall Modeling, Private Equity

Chemical Engineer

1990 - 1996
Clark Refining and Marketing, Conoco
  • Created, analyzed, and implemented refinery maintenance and profitability projects.
  • Troubleshooted and improved manufacturing operations through technical and financial analyses.
  • Ran computer simulations on manufacturing equipment to optimize operations.
Focus areas: Operations, Engineering, Manufacturing
1996 - 1998

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

University of Chicago - Chicago, Illinois

1986 - 1990

Bachelor's Degree in Chemical Engineering

University of Illinois - Urbana/Champaign, Illinois

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