A Harvard grad with an MBA from Stanford, Peter's served as the CFO of two successful companies, led six acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised over $500 million for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.
Managed and led a high-performing finance and accounting function for the private equity-backed business. Responsible for all elements of finance, accounting, capital raising, reporting, tax, treasury, audit, financial planning, and M&A. Also responsible for HR, IT and legal functions.
Built three-statement operating models to support budgeting, rolling forecasts, and external fundraising efforts. Developed KPIs and led both the board and bank reporting.
Served as a strategic partner to the CEO and private equity shareholders. Elected to serve as a full member of the board of directors.
Refinanced the company's senior and subordinated debt, providing liquidity for shareholders.
Identified and executed on opportunities for operational efficiencies. Doubled free cash flow within three years.
Executed multiple acquisitions—from target identification to negotiation, execution, and integration. All the acquisitions were accretive and collectively contributed to company profitability.
Built the finance and accounting team; redesigned the systems and processes to accelerate month-end-close, ensure accuracy, and to provide information and insight.
Developed financial models for internal budgeting as well as for bank and board reporting. Built rolling forecasts and developed KPIs.
Renegotiated bank financing during the 2008 financial crisis while the company was in the midst of a turnaround effort.
Successfully executed the turnaround of the company which resulted in the company achieving its best performance compared to the prior ten years. Also increased profitability by an additional 30% within three years.