Peter began his investment banking career at Moelis & Co. where he completed $10 billion in M&A, restructuring, and financing deals. He recently served as the COO of a marketing software startup raising $6 million of capital. As a freelancer, he enjoys working on transactions for high-growth companies. He has extensive experience working with clients to assess new opportunities and position them with the resources to fuel their growth.
Was hired as the first analyst to start at firm’s inception; earned early promotion to associate after 2.5 years in the analyst program.
Advised clients in the media, gaming, and telecommunications sectors; evaluated principal investment opportunities for Moelis Capital Partners.
Led the development of a merger model for Univar's (NYSE:UNVR) $1.2 billion acquisition of Basic Chemical Solutions and drafting investment memorandum for the associated debt financing.
Analyzed financial recoveries to key debt and equity stakeholders and viability of restructuring proposals under various operating scenarios as part of Citadel Broadcasting's $2.4 billion Chapter 11 restructuring.
Managed the transaction process, drafted investment memorandum and built a financial model for The Gores Group's $345 million sale of portfolio company Global Tel Link to Veritas Capital and Goldman Sachs.
Closed over ten transactions with an aggregate value in excess of $10 billion.
Executed numerous transactions in the Healthcare industry sector, including facilities, insurance, and IT clients.
Focus areas: Mergers & Acquisitions (M&A), Financial Restructuring, Equity Financing, Debt Raises, Investment Memoranda, Private Equity, M&A (Buy-side), Leveraged Buyout Model, M&A (Sell-side), Capital Structure, Three Statement Operating Model
2006 - 2007
UBS Investment Bank
Built financial models to evaluate credit worthiness of leveraged buyouts and investor returns for private equity funds.
Conducted company and market research to support business development and pitch processes.
Developed a quarterly review of activist hedge fund activity distributed to all of the global managing directors across the bank.
Received an early promotion after one year of a two-year program at the position.
Impactful applications of IoT are certain to emerge in the near future. We explore how finance professionals should think of the value it can generate for their business by creating a thought framework.
Bachelor's degree in Business Administration
2000 - 2004
Loyola Marymount University - Los Angeles, CA, USA