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

Verified Expert  in Finance

Bio

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
Managing Director and Head of US Energy Mergers and Acquisitions
BMO Capital Markets
Director - M&A
Rothschild, Inc.

Education Highlights

Master of Business Administration (MBA) Degree
University of Chicago
Bachelor's Degree
University of Illinois

Case Studies

Industry Expertise

  • Energy, Utilities & Waste
  • Manufacturing
  • Telecommunications
  • Financial Modeling
  • Public Companies
  • Litigation

Software Expertise

  • Microsoft Excel

Other Expertise

  • Capital Raising
  • Corporate Finance
  • DCF Valuation
  • Financial Modeling
  • Mergers & Acquisitions (M&A)
  • Valuation

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, Accounting

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, Accounting

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, Accounting

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, Accounting

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

Finance

Leveraged Buyout Modeling, Financial Advisory, Fairness Opinion Reports, Corporate Finance, M&A (Buy-side), M&A (Sell-side), Valuation, Mergers & Acquisitions (M&A), M&A Modeling, Private Equity, Valuation Modeling, DCF Valuation, Revenue & Expense Projections, Finance Strategy, Capital Raising, Financial Modeling, Three-statement Modeling, Due Diligence, Accounting, Equity Financing, Debt Raises, Forecasting

Industry Expertise

Oil & Gas, Energy, Industrials, Telecommunications, Technology, Public Companies, Retail & Wholesale, Healthcare, Venture Capital

Geographic Expertise

United States, Southeast Asia, Europe

Output Software

Microsoft Excel, Microsoft PowerPoint

Other

Investment Banking, Buy-side, Advisory, Excel Modeling, Board of Directors, Board Presentations, Negotiation, Deal Structuring, Expert Witness, Sell-side, Leveraged Buyout (LBO), Litigation Support, Pitch Decks, Pitch Deck Consultant, Presentations, Waterfall Modeling, PowerPoint Design, Financial Analysis, Business Strategy, Investor Presentations, Manufacturing, Business Plan Consulting, Funding Presentations, Business Planning, Operations, Engineering

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