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Peter Jacobson

Peter Jacobson

Denver, CO, United States
Member since July 24, 2017
Peter is now available for hire
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 three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $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
Select Certifications
  • State of Colorado
Case studies
  • Projection Model for Financing
  • Sell-Side Pitch Deck
  • Data Analysis
Industry Expertise
  • Manufacturing
  • Software
  • Technology
Other Expertise
  • Bank Debt Raises
  • Financial Planning & Analysis (FP&A)
  • Mergers & Acquisitions (M&A)
  • Private Equity
Employment
  • CFO
    2018 - PRESENT
    BridgeHealth
    • Lead all elements of finance and accounting.
    • Maintain monthly and quarterly Board reporting.
    • Raise capital as needed to support growth efforts.
    • Ensure that the organization remains in strong fiscal health.
    • Ensure that all financial records and systems are in accordance with Generally Accepted Accounting Principles.
    Focus areas: Financial Planning & Analysis (FP&A), Budgeting, CFO, Cash Flow, Three Statement Operating Model
  • Chief Financial Officer
    2012 - 2018
    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
Certifications
  • CPA
    FEBRUARY 2013 - PRESENT
    State of Colorado
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