Peter Nesvold, Esq., Cfa, Cpa Email and Phone Number
Peter Nesvold, Esq., Cfa, Cpa's Location
New York City Metropolitan Area, United States, United States
Peter Nesvold, Esq., Cfa, Cpa's Contact Details
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About Peter Nesvold, Esq., Cfa, Cpa
Peter is the Managing Partner of Nesvold Capital Partners (NCP), a preeminent merchant bank specializing in the wealth management industry and its broader ecosystem. He is a seasoned finance executive with a rare blend of legal, financial, and strategic expertise, holding credentials as a lawyer, CPA, and charterholder. With over 25 years of experience on Wall Street, he has built a distinguished career in asset and wealth management, earning recognition as one of the top five most impactful M&A bankers in the industry. Peter advises CEOs, fiduciary boards, and senior leaders on complex M&A transactions, succession planning, compensation and equity strategies, brand building, and recruitment.Previously, Peter was a partner and Chief Strategy Officer at Silver Lane Advisors, where he played a pivotal role in scaling the firm from startup to a top-ranked M&A advisor in wealth management (i.e., revenues grew six-fold in seven years, firm was ranked #1 by deal volume in its vertical), culminating in its sale to a Fortune 500 company. Peter subsequently departed to launch NCP, through which he acquired stakes in Stratos Wealth, Pure Financial, Pathstone, Republic Capital, XY Planning, Parkwoods, Vanilla, and Willow. Prior to Silver Lane, he was a Senior Managing Director at Bear Stearns and a “five-star” portfolio manager at Lazard Asset Management.Beyond his professional achievements, Peter is an Adjunct Professor at the Gabelli School of Business at Fordham University, an accomplished author of four books on M&A published by McGraw-Hill, and an active member of multiple fiduciary and advisory boards. He holds degrees from the University of Pennsylvania and Fordham Law, and previously was a dedicated long-distance runner, having completed 19 full marathons.
Peter Nesvold, Esq., Cfa, Cpa's Current Company Details
Peter Nesvold, Esq., Cfa, Cpa Work Experience Details
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Managing PartnerNesvold Capital Partners Sep 2020 - PresentNesvold 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.
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Board Of DirectorsVestgen Wealth Partners Oct 2024 - PresentVestGen Wealth Advisors is a wealth management firm with more than $5 billion of client assets. -
Board Of DirectorsHampton Jitney, Inc. Sep 2018 - PresentCalverton, New York, UsHampton 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. -
Adjunct Professor - Mergers, Acquisitions & Leveraged Buyouts (Mba And Undergraduate)Fordham University - Graduate School Of Business Administration Jan 2016 - PresentNew York, Ny, UsMergers 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. -
Executive CommitteeStratos Wealth Partners May 2020 - Aug 2024Beachwood, Oh, UsStratos 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. -
PartnerRepublic Capital Group . Sep 2021 - Mar 2024New York, New York, UsWe 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. -
Managing Director And Chief Operating Officer, Financial Services Investment BankingRaymond James | Silver Lane Advisors Aug 2013 - May 2020Oversaw approximately 50 investment bankers covering asset and wealth managers, banks and thrifts, insurance companies, specialty finance companies and BDCs.
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Managing Director And Chief Strategy OfficerSilver Lane Advisors Aug 2013 - Apr 2019New York, Ny, UsSilver 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. -
Adjunct Professor - Mergers, Acquisitions & Leveraged Buyouts (Undergraduate)Binghamton University School Of Management Aug 2017 - Dec 2017Binghamton, Ny, UsMergers 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. -
Board Of DirectorsCfa Society New York Dec 2014 - May 2017New York, New York, UsCFA 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. -
Managing DirectorJefferies & Company Oct 2010 - Jul 2013New York City, New York, UsHead 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). -
Portfolio Manager/AnalystLazard Asset Management 2008 - Oct 2010New York, Ny, UsPortfolio 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. -
Senior Managing DirectorBear Stearns 2002 - 2008Montreal, Qc, CaManaged 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 -
PrincipalColumbus Capital Co., Llc 2000 - 2002Founding Principal of middle-market focused M&A merchant bank and strategy consulting firm.
Peter Nesvold, Esq., Cfa, Cpa Skills
Private Equity
Equity Research
Lbo
Mergers
Valuation
Equities
Financial Modeling
Mergers And Acquisitions
Hedge Funds
Corporate Finance
Investments
Portfolio Management
Finance
Economics
Restructuring
Bloomberg
Structured Finance
Investment Banking
Mutual Funds
Fixed Income
Capital Markets
Alternative Investments
Trading
Emerging Markets
Asset Management
Peter Nesvold, Esq., Cfa, Cpa Education Details
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University Of PennsylvaniaEconomics -
Fordham University School Of LawFinance
Frequently Asked Questions about Peter Nesvold, Esq., Cfa, Cpa
What company does Peter Nesvold, Esq., Cfa, Cpa work for?
Peter Nesvold, Esq., Cfa, Cpa works for Nesvold Capital Partners
What is Peter Nesvold, Esq., Cfa, Cpa's role at the current company?
Peter Nesvold, Esq., Cfa, Cpa's current role is Investment Banker | Professor | Author.
What is Peter Nesvold, Esq., Cfa, Cpa's email address?
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What schools did Peter Nesvold, Esq., Cfa, Cpa attend?
Peter Nesvold, Esq., Cfa, Cpa attended University Of Pennsylvania, Fordham University School Of Law.
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Peter Nesvold, Esq., Cfa, Cpa has interest in 4 Stanford Journal Of Law, The Information Mosaic, Financial Disclosure.
What skills is Peter Nesvold, Esq., Cfa, Cpa known for?
Peter Nesvold, Esq., Cfa, Cpa has skills like Private Equity, Equity Research, Lbo, Mergers, Valuation, Equities, Financial Modeling, Mergers And Acquisitions, Hedge Funds, Corporate Finance, Investments, Portfolio Management.
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