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Peter Jacobson

Peter Jacobson

Denver, CO, United States
Member since July 24, 2017
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.
Peter is now available for hire
Career Highlights
Education
Case studies
  • Projection Model for Financing
  • Sell-Side Pitch Deck
  • Data Analysis
Industry Expertise
  • Manufacturing
  • Software
  • Technology
Other Expertise
  • Bank Debt Raises
  • Chief Financial Officer (CFO)
  • Financial Planning & Analysis (FP&A)
  • Mergers & Acquisitions (M&A)
  • Private Equity
Employment
  • Chief Financial Officer
    2012 - PRESENT
    National Entertainment Network
    • 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.
    Focus areas: Finance Strategy, Financial Accounting, Mergers & Acquisitions (M&A), Private Equity, Financial Planning & Analysis (FP&A), Financial Reporting, Budgeting, CFO, Bank Debt Raises
  • Chief Financial Officer
    2008 - 2012
    Productive Data Solutions
    • 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.
    • Advised owners on a successful sale.
    Focus areas: Financial Systems, Financial Strategy, Financial Planning & Analysis (FP&A), Financial Accounting, Budgeting, CFO, P&L Forecasting, Cash Flow Modeling, Bank Debt Raises
  • Vice President
    2004 - 2008
    KeyBanc Capital Markets
    • Advised a SaaS company on its successful sale to a multibillion-dollar public company.
    • Executed capital markets-related transactions. Raised over $500 million in debt and equity capital on behalf of clients.
    • Served as a strategic advisor to CEOs and CFOs of clients firms. Evaluated financing alternatives to support growth, acquisition, and working capital needs.
    • Developed and distributed industry-specific newsletters to clients and prospects in the technology, business services, and business process outsourcing industries.
    Focus areas: Bank Debt Raises, Equity Financing, Mergers & Acquisitions (M&A)
Education
  • Master of Business Administration (MBA) degree in General Management
    1996 - 1998
    Stanford University - Stanford, CA, USA
  • Bachelor's degree in Economics
    1987 - 1991
    Harvard University - Cambridge, MA
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