Peter Diamond Email & Phone Number

Shelton, Connecticut, Us

Provide corporate finance and business management advisory services.

Managed projects for a portfolio of private companies to improve profitability and streamline business processes. Reviewed financial statements and performed bank reconciliations to identify and resolve accounting issues.• Selection and implementation of property management software to simplify tenant payment processes, improve efficiency in reporting and addressing maintenance issues and enhance communication with tenants.• Conducted comprehensive review of pricing practices for commercial printing company resulting in higher margins and a more consistent approach to project pricing.• Recommended and implemented change of credit card processor for commercial printing company resulting in elimination of monthly fees and reduction of transaction costs from 6.5% to 2.9%.• Analyzed vehicle rental expenditures for a furniture rental company to assess optimal size of transportation fleet.

Provided corporate finance, management and energy procurement advisory services.• Advised a furniture rental company regarding selection and implementation of warehouse management software and inventory barcodes.

Instrumental in developing best practices for energy procurement for the leading energy procurement organization for healthcare. • Managed a company budget of $3 million and company growth of 300%+.• Created and implemented company strategy as part of three-person executive team.• Advised clients on implementation of energy procurement best practices achieving $2 million savings for a large educational institution and $6.7 million savings for three members of a healthcare purchasing collaborative.• Responsible for all financial aspects of company operations, including managing budgets, internal and external reporting, payroll, employee benefits and regulatory matters. • Developed the company’s energy risk management recommendations and assisted clients in balancing their risk tolerance and desire for budget reduction. • Performed financial analysis of combined heat and power and renewable energy projects.• Marketed to and advised clients at the C-suite level.

Provided financial analysis, modeling and corporate finance advisory services to clients in the energy and technology industries.• Evaluated financial viability of several clean energy projects for a developer of renewable energy assets.• Analyzed a potential acquisition for a waste-to-energy company.• Performed industry/market research with respect to potential investments for a private equity fund.• Advised an education software company on developing business plan and structuring venture capital investment.

Participated in all aspects of start up for this venture capital fund. • Established models to examine fund performance and ROI impact of using Small Business Administration funding. • Co-drafted the private placement memorandum describing to potential investors the fund’s industry focus, investment approach and process, management team, strategic partners and advisors, and structure. • Oversaw preparation of detailed SBA funding application covering the fund’s investment criteria, valuation methodology, due diligence procedures, sources of deal flow, decision making process and compliance procedures.• Coordinated fund raising process. Created a database of more than 300 prospective investors in 16 countries. With three fellow executives, identified and contacted prospects with potential investment interest in IT.

Led the firm’s investment banking effort in the Internet infrastructure services area. • Identified potential equity financing / merger and acquisition candidates based on financial, managerial, technological and product development, and sales and marketing capabilities. Led presentations to senior management of prospects as well as to internal review committee. Negotiated fees. Developed and maintained ongoing client relationships. • Advised technology client companies on types and timing of financings, and mergers and acquisitions strategy. • Supervised the valuation and due diligence processes, including analysis of business plans and financial statements, and comparison of budgeted versus actual financial results. Areas evaluated included: market size, growth strategies, competition, capitalization, revenues, expenses, profitability, cash flow, inventories, sales cycles and strength of management team.• Coached senior management (typically CEOs / CFOs) regarding marketing presentations to investors and potential acquirers. • Successfully marketed the firm’s services as co-manager in four IPOs during the first half of 2000.

Point person for execution of public equity offerings and mergers and acquisitions. Performed public and private company valuations utilizing comparable companies / transactions, discounted cash flow, pro forma and leveraged buyout analyses. Conducted business and financial due diligence on clients and acquisition targets.• Created firm’s models and transaction valuation databases for merger and acquisition analysis. • Researched / analyzed software markets: security, application integration, supply chain and network management.• Wrote five selling memoranda, drafted 17 equity offering prospectuses and prepared 10 investor presentations. • Managed all aspects of sale of a small business owned by a leading software company. Coordinated sale with software company’s CFO. Contacted prospective acquirers and negotiated all terms of transaction, including purchase price.

Analyzed and executed six mergers and acquisitions transactions valued at $2.6 billion and eight public equity offerings raising $800 million. • Managed public and private company valuations. Performed business and financial due diligence. Drafted prospectuses, wrote selling memoranda and management presentations and prepared financial models.• Worked closely with senior bankers and clients on transaction execution. • Assigned as junior banker on sale of the largest US outdoor advertising company, reporting to Managing Director and Vice President. Assumed VP duties during transaction, which was completed at a higher than anticipated valuation.• Participated in lead-managed IPO and follow-on offering for mid-market telecommunications equipment company. Assisted senior banker in due diligence and valuation processes, drafting prospectus and managing transactions to completion. Helped company raise money to pay off debt with restrictive terms and fund future growth. Follow-on completed at more than double IPO price.

Us

Performed extensive valuation work and assisted in processing M&A transactions for this bulge-bracket investment bank.

Mba, Finance

Ba, Managerial Economics