Peter Wells, Finance Expert in New York, NY, United States
Peter Wells

Finance Expert in New York, NY, United States

Member since October 22, 2018
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.
Peter is now available for hire

Career Highlights


Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Advertising & Marketing
  • Finance
  • Venture Capital & Private Equity
  • Healthcare Services
  • Hospitals & Physicians Clinics
  • Media & Internet
  • Social Networks

Other Expertise


  • COO | CFO

    2013 - 2018
    MIND Media
    • Built a detailed financial model for internal projections and external fundraising efforts.
    • Structured and managed three fundraising rounds, securing $6 million in outside investment.
    • Led all of the aspects of the fundraising process; managed and developed relationships with investment firms, prepared investor materials, negotiated, and drafted deal documentation.
    • Sourced and structured key supplier and distribution partnerships in North America, Europe, and Asia.
    • Acted as a project manager for the successful rebuild of the software platform and associated tech hardware.
    Focus areas: CFO, Investment Memoranda, Startup Funding, Venture Funding, Business Planning, Financial Planning & Analysis (FP&A), Fundraising
  • Financial Analyst

    2013 - 2017
    Equity Hedge Fund (Confidential)
    • Built detailed financial models to evaluate investments into publicly traded equities.
    • Reviewed public documents and analyst reports building a multiple scenario analysis for future revenue and profitability.
    • Worked on a contract basis directly for a portfolio manager with $50 million of equity invested in a long/short emerging market strategy.
    Focus areas: Stock Price Analysis, Investment Monitoring, Investment Thesis, Equity Valuation, Valuation Analysis, Five-year Projections
  • Associate

    2007 - 2013
    Moelis & Company
    • 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: Three-statement Modeling, Capital Structuring, M&A (Sell-side), Leveraged Buyout Modeling, M&A (Buy-side), Private Equity, Investment Memoranda, Debt Raises, Equity Financing, Financial Restructuring, Mergers & Acquisitions (M&A)
  • Junior Analyst

    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.
    Focus areas: Debt Structuring, Leveraged Buyout Modeling, Private Equity, Market Research, Mergers & Acquisitions (M&A)
  • Fund Administration

    2005 - 2006
    The Gores Group
    • Worked with fund operations team to draft quarterly investor letters to limited partners of the private equity fund.
    • Assisted with fund accounting and capital calls for new investments.
    • Supported the investment team with the valuation of the portfolio for quarterly reporting, including an analysis of public comps and precedent transactions.
    • Maintained the operational accounting systems for general partner and operational improvement groups.
    Focus areas: Comparable Company Analysis, Financial Planning & Analysis (FP&A), Valuation Analysis, Accounting Systems, Accounting, Capital Raising, Private Company Valuation, Private Equity, Operational Finance

Other Experience


  • Bachelor's Degree in Business Administration
    2000 - 2004
    Loyola Marymount University - Los Angeles, CA, USA


  • Series 34
    National Futures Exchange
  • Series 3
    National Futures Association
  • Series 63
    NOVEMBER 2011 - MARCH 2013
  • Series 79
    AUGUST 2011 - MARCH 2013
  • Series 7
    AUGUST 2010 - MARCH 2013

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