Michael Petersen Email & Phone Number

I am a Chief Executive Officer at Growth Equity Advisors, LLC, a corporate finance consulting firm that assists companies in accessing capital markets, new sources of funding, and offering document preparation. I have over 30 years of experience in the financial industry, working with institutional and individual investors, designing new securities, and solving complex financial problems. I am also a Chartered Alternative Investment Analyst (CAIA), a credential that demonstrates my expertise in alternative asset classes, such as real estate, private equity, hedge funds, and commodities.My mission is to help businesses achieve their growth potential and enhance their shareholder value by providing them with tailored and strategic financial solutions. I leverage my analytical skills, business planning acumen, and capital markets knowledge to prepare business plans, financial models, due diligence reports, and banker presentations. I also negotiate and secure favorable terms and conditions for my clients, acting in their best interest and with a fiduciary responsibility. As a former founder and managing member of a registered investment advisor (RIA), I have a deep understanding of the needs and challenges of sophisticated and accredited investors, and I use modern portfolio theory and mathematical optimization models to deliver optimal asset allocation and risk management.

Listed skills include Investments, Portfolio Management, Investment Management, Wealth Management, and 7 others.