James Petersen Email & Phone Number

Austin, Tx, Us

New Braunfels, Texas, Us

New Braunfels, Texas, Us

-Founded acquisition function in close collaboration with Private Equity sponsor ONCAP-Lead deal processes from end to end, including financial modeling, due diligence, and valuation on bolt-on acquisitions -Manage acquisition funnel, develop strategic rationale, and conduct market research -Source opportunities and maintain M&A pipeline and relationships with deal sources-Drive cross-functional post-acquisition integration planning in collaboration with internal stakeholders-Lead annual budgeting process; driving bottom-up analysis of the company across five family member companies and 25+ divisions-Champion Financial Planning and Analysis function internally, developing and standardizing internal reporting metrics (KPIs)-Consolidate monthly financial results, evaluated EBITDA addbacks, and supported standardization and automation of various financial functionsBased in New Braunfels, Texas, Ontivity is a leading provider of wireless infrastructure services to the telecommunication industry with four operating entities that go to market under five distinct and highly reputable local brands: Enertech Resources, ET Tower, Legacy Telecom, Mountain Wireless, and CMS Wireless. Since November 2019, Ontivity has been majority-owned by ONCAP, Onex Corporation’s dedicated vehicle for investing in North American mid-market businesses.

New Braunfels, Texas, Us

Guelph, On, Ca

Guelph, On, Ca

-Lead deal processes from end to end, including financial modeling, due diligence, and valuation on proprietary platform and bolt-on acquisitions -Manage acquisition funnel, develop strategic rationale, and conduct market research -Source opportunities and maintain M&A pipeline and relationships with deal sources-Drive cross-functional post-acquisition integration planning in collaboration with internal stakeholders -Lead creation of competitive intelligence through primary research, monitoring of equity research and reviewing earnings call activity-Responsible for over $3 billion of solely proprietary acquisitions in six yearsM&A Transactions:- Acquisition of MacDon Industries for $CAD 1.2bn-Acquisition of Montupet SA via public tender offer for €771mm-Joint Venture and Global Cooperation Agreements with GF Automotive-Acquisition of SEISSENSCHMIDT GmbH-Acquisition of Carolina Forge Company-Acquisition of Sprayer Parts Warehouse-Equity investment in Synaptive, Inc.Development, Licensing, and Commercialization Agreements:-North American Manufacturing Partnership with Protean Electric (in-wheel motors)-Technology License Agreement with Volute (conformable hydrogen tanks)-Development and Commercialization Agreement with EnerMotion (waste heat recovery technology)-Strategic Partnership SoftWheel Ltd. (in-wheel suspension technology)-Development and manufacturing agreement with OnBoard Dynamics (portable natural gas compressor technology)- Strategic Manufacturing Agreement with Synaptive, Inc.Linamar Corporation (TSX:LNR) is a diversified global manufacturing company of highly engineered products powering vehicles, motion, work and lives. The Company is made up of 2 operating segments – the Transportation segment and the Industrial segment, which are further divided into 5 operating groups – Machining and Assembly, Light Metal Casting, Forging, Skyjack and Agriculture.

Guelph, On, Ca

Chicago, Illinois, Us

-Developed complex financial and operating models to evaluate capital structure alternatives, divestitures, mergers and acquisitions. -Managed preliminary and confirmatory due diligence, including acquiring and organizing documents from clients, maintaining virtual data rooms, and responding to specific requests for information. -Participated in all aspects of M&A transactions, including creating and executing process plans, interacting with clients, managing deliverables, engaging prospective transaction partners, and managing the flow of information among all parties. -Created marketing materials to engage prospective clients and referral sources, including case studies for closed transactions, industry reports, quarterly industry updates, and other general marketing documents.PMCF, a U.S. registered broker/dealer, is an investment bank providing merger and acquisition services to companies throughout North America and Europe.

-Assessed and executed leveraged acquisitions and buyouts, recapitalizations, capital raises and M&A transactions for private equity firms and privately‐held companies. -Developed financial models including LBO, DCF, public and precedent transaction comps.; constructed presentations evaluating the merits of various financial and strategic actions and conducted industry research and analysis. -Prepared Pitchbooks, Confidential Information Memorandums and Management Presentations directly in conjunction with senior bankers and clients. -Worked directly with senior bankers to support and cultivate relationships with private equity clients.Western Reserve Partners LLC (since acquired by Citizens Capital Markets) is a boutique investment-banking firm that offers mergers and acquisitions, capital raising and financial advisory services to middle market companies.

Troy, Michigan, Us

-Rotated through Investor Relations, Procurement Finance, Manufacturing Finance and Corporate Financial Planning and Analysis (FP&A). -Developed common definition EBITDA margin analysis for presentation to Board of Directors. Identified cost structure weaknesses versus competing firm. -Created credit default swap, stock option and share price reports to inform upper management of investor sentiment around Meritor stock and bonds.Meritor, Inc. manufactures automobile components for military suppliers, trucks, and trailers. Meritor is a Fortune 500 company.

-Developed portfolio concentration metrics for equity and options based portfolio. Automation of process allowed hedge fund to analyze portfolio concentration based risks with increased sophistication in real time.-Analyzed margin exposures of option and equity positions to assess portfolio liquidity and exposures.-Reviewed Private Placement Memorandum, Due Diligence Questionnaire, and Agreement of Limited Partnership to ensure an accurate disclosure of risks, conflicts of interest, and trading strategy. Collaborated with COO to correct errors in fund documentation, resulting in a more complete disclosure of fund activities.Simplified Asset Management, L.P. is a long-short equity and options-focused hedge fund.

Atlanta, Georgia, Us

PulteGroup, Inc. is one of the largest homebuilders in the United States. -Collaborated with Internal Audit Department for audit of Long Island Division. Visited home construction sites to confirm accurate accounting for partially completed homes. Analyzed closing documentation for compliance with Sarbanes Oxley.-Contributed to the second quarter 10-Q filing. Assisted Accounting Department with calculating backlogs for regional segments, lot inventory, and unit settlements. Confirmed regional data properly balanced with divisional and overall data. -Analyzed historical claim filings to better determine claim status. Initiated changes to allow more accurate reserves to be placed on open claims. -Used OLAP system to analyze trends in claim reserves over time, resulting in better forecasting ability for future reserve needs.

Atlanta, Georgia, Us

PulteGroup, Inc. is one of the largest homebuilders in the United States. -Researched and organized insurance claims on construction defects. Organization allowed for faster closure of settled claims, reducing overall reserve levels. -Audited and corrected claim submissions.-Completed reconciliation of multi-million dollar construction defect settlement. Compared settlement payments to settlement contracts to ensure proper payments. Analysis resulted in elimination of double payments, as well as identification of double payment errors in progress.

Executive Education, Leading High-Performing Teams Program

Bachelor'S Of Business Administration, Finance Concentration

Education record