Peter Nesvold, Esq., Cfa, Cpa Email & Phone Number

Nesvold Capital Partners (NCP) is a preeminent merchant bank specializing in wealth management and its broader ecosystem. NCP delivers CEO-level advisory services tailored to firms experiencing exponential growth or navigating transformative events. These events include mergers, acquisitions, recapitalizations, significant organic growth strategies, and partner liquidity or succession planning. NCP also makes supportive, non-control investments in innovating financial services firms led by exceptional management teams. Since launching in 2020, we have advised, or invested in, firms managing over $250 billion of client assets.As the most exclusive M&A advisory boutique in the sector, we stand apart by avoiding overlapping engagements with competing firms and focusing our sell-side processes on a select group of pre-vetted, highly qualified buyers. Our founder, a recognized M&A authority, has authored four books with McGraw-Hill, teaches M&A at a top business school, and invests in exceptional wealth management firms alongside his clients—setting us apart from any competing investment banking boutique.

VestGen Wealth Advisors is a wealth management firm with more than $5 billion of client assets.

Calverton, New York, Us

Hampton Jitney is a pioneer in the transportation field. In 1974, Hampton Jitney started with one van and a commitment to providing the finest personalized transportation service between Eastern Long Island (The Hamptons) and Metropolitan New York. Today, the company services 750,000 passengers annually.

New York, Ny, Us

Mergers and acquisitions (M&A) are a fundamental element of corporate strategy, supplementing a business’s growth, diversification, and geographic footprint. Such transactions also pose opportunities for financial sponsors — such as private equity firms and activist investors — to create economic value by acquiring or buying into undervalued enterprises and restructuring them for subsequent sales.For dealmakers, M&A is unique among finance-related professions in that it requires a cross-disciplinary understanding of corporate strategy, law, accounting, finance, and tax. Likewise for corporate executives, M&A is the rare function that touches all departments simultaneously: human resources, finance, accounting, IT, sales, marketing, etc. The mission of this course is two-fold: (1) to introduce students to the key drivers behind successful M&A transactions, and (2) to develop the skills necessary to structure and evaluate such deals. Students completing this course gain an understanding of not only the corporate theory behind many M&A deals, but also the practical steps required to effect such transactions.Just as M&A is intellectually challenging, so too is this class. Topics include current trends in M&A, valuation techniques, financial modeling, accounting principles, legal issues, tax implications, risk management techniques, and so on. As such, this course complements a number of other offerings in Fordham’s curriculum. Students learn M&A strategy and the deal process through lectures, case studies, guest speakers, and a group research project.

Beachwood, Oh, Us

Stratos Wealth is a family of companies that collectively advises on approximately $23 billion of client assets. The organization — which includes Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Management, Stratos Wealth Enterprises, and Fundamentum — encompasses a national network of 300 experienced financial advisors and financial planning professionals in 87 offices throughout the country.

New York, New York, Us

We are investment bankers who help asset and wealth management firms maximize long-term value.Like other bankers, we help clients with liquidity options, succession plans, and capital raises. Unlike others, we focus on cultural fit and transaction structure as critical elements of successful transactions. As such, we partner best with clients that value the agility, personalized service, and highly specialized expertise of a boutique, free of the conflicts and diluted attention inevitable at large firms.

Oversaw approximately 50 investment bankers covering asset and wealth managers, banks and thrifts, insurance companies, specialty finance companies and BDCs.

New York, Ny, Us

Silver Lane Advisors, which was acquired by Raymond James effective April 2019, is a premier investment bank focused exclusively on the financial services industry. The firm is consistently ranked the #1 or #2 M&A advisor to Investment & Securities Firms (Source: SNL Financial), as well as a leading advisor on fintech M&A and bank M&A transactions.Silver Lane offers the sophistication of a bulge-bracket bank with the specialization of a boutique. The firm's senior bankers average more than 20 years of experience and have advised in aggregate on more than 300 investment banking engagements over the course of their careers.From offices in New York, Chicago and San Francisco, Silver Lane advises financial services firms undergoing transformational events: mergers and acquisitions, capital raises, recapitalizations, re-equitization programs, joint ventures, etc. The firm also provides valuation advisory services and structure ownership succession plans.Silver Lane offers deep expertise across a wide range of financial services and related institutions: investment management firms (including institutional asset management, wealth management, private banking, multi-family offices and trust companies), insurance companies (encompassing P&C, life & health, reinsurance, etc.), depository institutions, financial technology providers, securities firms, etc.The firm's senior bankers' considerable expertise is reflected by a growing list of industry awards and accolades. Recent recognition includes (1) Women-Owned Broker-Dealer of the Year from Traders Magazine; (2) a two-time winner of Cross-Border M&A Deal of the Year (financial services category) from The International M&A Awards; and (3) three-time winner of Financial Services Deal of the Year from the Association for Corporate Growth (ACG) and M&A Advisor Awards.To learn more about what makes Silver Lane unique in its make up, drive to succeed, and commitment to corporate citizenship, visit www.silverlane.com.

Binghamton, Ny, Us

Mergers and acquisitions (M&A) are a fundamental element of corporate strategy, supplementing a business’s growth, diversification, and geographic footprint. Such transactions also pose opportunities for financial sponsors — such as private equity firms and activist investors — to create economic value by acquiring or buying into undervalued enterprises and restructuring them for subsequent sales.For dealmakers, M&A is unique among finance-related professions in that it requires a cross-disciplinary understanding of corporate strategy, law, accounting, finance, and tax. Likewise for corporate executives, M&A is the rare function that touches all departments simultaneously: human resources, finance, accounting, IT, sales, marketing, etc. The mission of this course is two-fold: (1) to introduce students to the key drivers behind successful M&A transactions, and (2) to develop the skills necessary to structure and evaluate such deals. Students completing this course gain an understanding of not only the corporate theory behind many M&A deals, but also the practical steps required to effect such transactions.Just as M&A is intellectually challenging, so too is this class. Topics include current trends in M&A, valuation techniques, financial modeling, accounting principles, legal issues, tax implications, risk management techniques, and so on. As such, this course complements a number of other offerings in Binghamton’s curriculum. Students learn M&A strategy and the deal process through lectures, case studies, and a group research project.

New York, New York, Us

CFA Society New York (previously NYSSA) was founded in 1937 by a group of professionals that included Benjamin Graham, the "father of securities analysis" and one of the most influential individuals in the history of finance. With a membership of nearly 10,000, CFA Society New York is the largest CFA® society in North America and a founding member of the CFA Institute.

New York City, New York, Us

Head of transportation and automotive-related equity research. Covered 30+ stocks across airfreight, logistics, trucking, railroads, rail equipment, auto OEMs, and auto parts. StarMine "Best Analysts" awards included #1 in Auto Components and #2 in Airfreight & Logistics. Served as a named fiduciary of the 401(k) and pension plans for both Jefferies LLC and its parent, Leucadia National Corporation (LUK).

New York, Ny, Us

Portfolio manager/anayst on three-person SMid-cap product. Team grew product from $60 million in AUM to more than $750 million. Morningstar rated "five stars" for three-year performance, "four stars" overall.Responsibilities included materials, TMT, energy, autos, selected transports, and business services. Encompassed roughly 34% of the market and 800-1000 stocks.Personal attribution: outperformed sector indexes in eight of the ten quarters as part of the firm, including +73% absolute, +22% relative, in 2009.

Montreal, Qc, Ca

Managed all aspects of dual coverage in the Transportation Equipment/Machinery and Auto sectors. Analyzed financial and industry developments to forecast potential impact to investment valuations. Rigorous focus on proprietary channel checks, which yielded a constant flow of actionable investment and trading ideas.Solid track record of deeply out-of-consensus calls:* Downgraded GM to Underperform in fall 2007 at $41 (one day from a "top tick"; only sell-equivalent rating among 16 analysts). Stock fell 55% within six months. Company declared bankruptcy by mid-2009.* First to upgrade Ford to Outperform in August 2006 ahead of "Way Forward" restructuring plan and hiring of Alan Mulally. The stock rallied more than 30% in less than one year.* First short call on Navistar in April 2004 at $48. First to upgrade Navistar in August 2006 at $23.* First to upgrade Cummins in April 2007, when the stock was the eighth-lowest rated in the S&P 500. Stock rallied >70% within six months.Actively coordinated automotive research efforts across high-grade and high-yield credit, arbitrage, distressed debt, ABS, and structured equity products.Evaluated corporate finance opportunities on behalf of firm's commitment committee. Briefed firm's proprietary merchant banking arm on key industry trends.Awards included:* All-Star Analyst, Stock Picking, Zacks Investment Research* Starmine "Best Analysts" -- #2 in Machinery* Voted #3 "Call of the Year" in 2007 for GM short* Voted "Call of the Week" five times in 2007 (#1 in department)Started at Bear as lead associate for #1 ranked transport analyst, Ed Wolfe

Founding Principal of middle-market focused M&A merchant bank and strategy consulting firm.

Ba, Economics

Jd, Tax, Finance