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James Petersen Email & Phone Number
Chief Financial Officer
at
Ontivity
1 work email found
@ontivity.com
1 phone found area 734
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Austin, Texas Metropolitan Area, United States
Who is James Petersen? Overview
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Quick answer
James Petersen is listed as Chief Financial Officer at Ontivity, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at ontivity.com, phone signal with area code 734, and a matched LinkedIn profile for James Petersen.
James Petersen previously worked as Vice President, Finance and Acquisitions at Ontivity and Director of Acquisitions at Ontivity. James Petersen holds Executive Education, Leading High-Performing Teams Program from University Of Michigan - Stephen M. Ross School Of Business.
Company email context
Email format at Ontivity
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{first}.{last}@ontivity.com
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Profile bio
About James Petersen
Finance and M&A leader with Investment Banking background. Fourteen years of experience across Mergers and Acquisitions execution on both the sell and buy-side. Subject matter expert on financial modeling and analysis, due diligence, and M&A project management and integration. Highly ambitious self-starter comfortable achieving results in fluid and unstructured environments. Studied at the University of Michigan Ross School of Business, graduating with a Bachelor's of Business Administration.
Listed skills include Financial Analysis, Corporate Finance, Forecasting, Financial Modeling, and 50 others.
Current workplace
James Petersen's current company
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13 roles
James Petersen work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
Nov 2024 - Present
Vice President, Finance And Acquisitions
-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.
May 2022 - Dec 2024
Director Of Acquisitions
Aug 2020 - May 2022
Director Of Strategy, Corporate Development And Investor Relations
Jun 2020 - Aug 2020
Director Of Corporate Development
-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.
Apr 2018 - Jun 2020
Corporate Development Manager
Jul 2014 - Apr 2018
Investment Banking Associate
-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.
Nov 2013 - Jul 2014
Investment Banking Analyst
Western Reserve Partners Llc (Acquired By Citizens)
-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.
Oct 2011 - Nov 2013
Financial Analyst-Emerging Leader Development Program
-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.
Jul 2010 - Oct 2011
Quantitative Risk Analysis Intern
Simplified Asset Management, L.P.
-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.
Feb 2010 - Jul 2010
Corporate Intern
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.
May 2008 - Aug 2008
Risk Management Intern
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..
May 2007 - Aug 2007
3 education records
James Petersen education
Executive Education, Leading High-Performing Teams Program
University Of Michigan - Stephen M. Ross School Of Business
Bachelor'S Of Business Administration, Finance Concentration
University Of Michigan - Stephen M. Ross School Of Business
Education record
University Of Michigan
FAQ
Frequently asked questions about James Petersen
Quick answers generated from the profile data available on this page.
What company does James Petersen work for?
James Petersen works for Ontivity.
What is James Petersen's role at Ontivity?
James Petersen is listed as Chief Financial Officer at Ontivity.
What is James Petersen's email address?
AeroLeads has found 1 work email signal at @ontivity.com for James Petersen at Ontivity.
What is James Petersen's phone number?
AeroLeads has found 1 phone signal(s) with area code 734 for James Petersen at Ontivity.
Where is James Petersen based?
James Petersen is based in Austin, Texas Metropolitan Area, United States while working with Ontivity.
What companies has James Petersen worked for?
James Petersen has worked for Ontivity, Linamar Corporation, P&M Corporate Finance - Pmcf, Western Reserve Partners Llc (Acquired By Citizens), and Meritor.
How can I contact James Petersen?
You can use AeroLeads to view verified contact signals for James Petersen at Ontivity, including work email, phone, and LinkedIn data when available.
What schools did James Petersen attend?
James Petersen holds Executive Education, Leading High-Performing Teams Program from University Of Michigan - Stephen M. Ross School Of Business.
What skills is James Petersen known for?
James Petersen is listed with skills including Financial Analysis, Corporate Finance, Forecasting, Financial Modeling, Due Diligence, Mergers And Acquisitions, Market Research, and Strategic Financial Planning.
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