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John Pettey, Cfa is listed as CFO | Private Equity Investment Executive | Family Office | Luxury Automotive Dealerships | Mergers & Acquisitions at Pablo River Partners, LLC, based in Palm Beach Gardens, Florida, United States. AeroLeads shows a matched LinkedIn profile for John Pettey, Cfa.
John Pettey, Cfa previously worked as Chief Financial Officer at Pablo River Partners, Llc and Executive Board Member at Shawnee Mission Ford, Red River Cdjr, Red River Ford, Toyota Of Longview. John Pettey, Cfa holds Bachelor Of Arts (B.A.), Economics from Amherst College.
I am a forward-thinking business leader leveraging a highly analytical approach to identify financial and operational opportunities and risks, combined with expertise working with stakeholders to enhance productivity and achieve financial and operating goals. Excellent financial forecasting, deal development, and project management skills. Breadth of experience spans family office (sfo), private equity, M&A, hedge fund, and wealth management. Select Career Highlights:- Launched private automotive dealership group through acquisition of 5 dealerships. Established offshore reinsurance entities to realize underwriting profits and tax-efficiently hold insurance contracts ceded by dealerships.- Managed family office investment portfolio invested in hedge funds, non-control private equity investments, venture capital, and marketable securities that beat primary benchmark by cumulative 5% over ~5-years with lower standard deviation.- Led matrixed oversight of 9 General Managers and Controllers across 5 dealerships. Identify, interview, and hire candidates for Management Partner positions and serve as liaison between management company and dealership operations.- Fostered environment of empowerment, openness, inclusiveness, and objectivity to deliver on performance targets. Instituted People, Processes, Measurement, and Reward (PPMR) culture that benefitted both operations and stakeholders.- Offered M&A and Board-level strategic advice to select roster of corporate clients. Performed comprehensive valuation analyses including comparable company/acquisition, discounted cash flow, merger consequences, and leveraged buy-out analyses. Expertise:Strategic Planning ● Investment Due Diligence ● Leadership ● Portfolio Management ● Profit & Loss Responsibility ● Financial Modeling ● Team/Consensus Builder ● Portfolio Growth ● Business Development ● Deal Sourcing ● Negotiations ● Transaction Documentation ● Financing Agreements ● Performance Measurement & Management ● Fiduciary ● Expense Management ● Data Analysis/Reporting ● Talent Selection, Management, & Retention ● Strategic Partnerships ● Margin Improvement ● Compensation Plans ● Relationship & Vendor Management ● Financial Planning and Analysis
Listed skills include Leadership, Financial Advisory, Team Building, Strategic Partnerships, and 34 others.
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Hold accountability for administrative, financial, and risk management operations of the company, including development of financial and operational strategy, metrics tied to that strategy, and ongoing development and monitoring of control systems. Direct all merger & acquisition (M&A) activities including deal sourcing, due diligence, and negotiation of.
Managed multi-asset class portfolio encompassing asset allocation, risk management liquidity, manager selection, and on-going oversight with significant allocation to hedge funds with objective of achieving endowment-like returns. Ensured accurate, timely investment portfolio performance reporting. Achieved portfolio investment returns above established.
Built profitable automotive dealership portfolio from ground up and architected financial, operational, and management infrastructure for DEP’s dealership interests. Oversaw deal sourcing, transaction execution, and acquisition integration. Conducted strategic planning, budgeting, and forecasting. Secured attractive financing packages. Negotiated vendor.
Collaborated with 3-member advisory group that advised high net-worth families and institutional clients on investment assets. Prepared customized asset allocation plans and investment portfolios to reflect each client’s cash flow needs, objectives, and risk tolerance. Performed robust investment monitoring with rigorous analytics for proactive and.
St. Louis, Missouri, US
Identified opportunity to leverage background in private equity and alternative investments to provide select group of high net-worth and institutional clients with strategic investment advice. Developed customized, sophisticated asset allocation and investment plans that reflected client needs, expected asset class returns/correlations, and implementation.
Managed long and short equity portfolio allocation for global macro hedge fund. Met with existing and potential investors and drafted monthly investor letters to articulate firm’s views and describe representative positions/trades. Managed capital allocation including idea generation, research, and due diligence as well as financial analyses, portfolio.
London, England, GB
Broad exposure to debt, equity, and hybrid asset classes and to large number of investment strategies, including event-driven equity, merger arbitrage, long/short equity, convertible bond arbitrage, and private investments. Performed investment process including idea generation and industry/company evaluation as well as comprehensive financial, capital.
US
Performed all aspects of private equity investment process including industry and company evaluation, detailed operational due diligence, comprehensive financial analysis/valuation, and negotiation of transaction and financing documents. Monitored and advised portfolio companies on operational and financial performance, employee compensation matters.
New York, NY, US
Provided M&A and board-level strategic advice to select roster of corporate clients. Performed comprehensive valuation analyses including comparable company/acquisition, discounted cash flow, merger consequences, and leveraged buy-out analyses.
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John Pettey, Cfa works for Pablo River Partners, LLC.
John Pettey, Cfa is listed as CFO | Private Equity Investment Executive | Family Office | Luxury Automotive Dealerships | Mergers & Acquisitions at Pablo River Partners, LLC.
John Pettey, Cfa is based in Palm Beach Gardens, Florida, United States while working with Pablo River Partners, LLC.
John Pettey, Cfa has worked for Pablo River Partners, Llc, Shawnee Mission Ford, Red River Cdjr, Red River Ford, Toyota Of Longview, Dobbs Equity Partners, Llc, Raymond James - Pettey Moore Group, and Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for John Pettey, Cfa at Pablo River Partners, LLC, including work email, phone, and LinkedIn data when available.
John Pettey, Cfa holds Bachelor Of Arts (B.A.), Economics from Amherst College.
John Pettey, Cfa is listed with skills including Leadership, Financial Advisory, Team Building, Strategic Partnerships, Financial Forecasting, Executive Management, Financial Planning, and Portfolio Management.
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