Peter Ha Email & Phone Number

Seattle, Wa, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

West Monroe is a management and technology consulting firm. As a senior leader in the firm, I have been primarily responsible for developing and leading West Monroe’s corporate development efforts contributing to strategy development, corporate mergers and acquisitions, divestitures, and investment analysis. Including:- Working with business leaders to develop West Monroe’s inorganic growth strategy- Led pursuit teams to scan and screen the market to identify targets, develop outreach plans and messaging- Valuation, deal structure and business case development- Lead due diligence process across all functional areas (HR, Finance, IT, etc..)- Negotiate the transaction agreement- Post close integration planning

Chicago, Illinois, Us

Corporate Strategy: Provided quantitative and qualitative support for business leaders for organic and inorganic growth initiatives. Aided in the development and execution of annual strategic planning process including SWOT, competitive, and industry analysis.Corporate Development: Developed Corporate Development (M&A) function including governance structure, methodology for scoring and assessing acquisition targets, and financial modeling to ensure speed of execution and consistency of evaluation.Sourcing: Built and maintained a national network of senior leadership, subject matter experts, organization and investment banking community to create an ecosystem to facilitate elevated deal flowM&A Execution: Evaluated over 500+ potential acquisition targets on behalf of the firm and provided leadership over cross-functional teams including Operations, Marketing, HR, Legal, Finance, Real Estate and senior management to execute transactions from target sourcing, evaluation, term sheet, deal negotiation, financial modeling, diligence to integration. Completed six acquisitions and two divestiture.Valuation/Deal Structure: Subject matter expert on valuation and deal structuring

Great Falls, Montana, Us

Founded in 1935, D.A. Davidson & Co. has nearly $29 billion in client assets under management and serves clients nationwide from offices in 17 states. Responsibilities Included working with clients, buyers, and investors globally in:Strategy: Collaborated with C-level executives at consumer product companies to identify and define business, operational and financial strategy. Prepared business plans and information memorandums detailing market trends, product and brand positioning, customer and distribution strategy, management structure and financial performance. Analysis: Developed models for pro-forma effects of M&A transaction and follow-on capital raise scenarios. Prepared pitch materials to discuss firm expertise, industry trends, company positioning, process overview and valuations based on comparable company multiples, precedent transactions, discounted cash flow and leverage buy-out analysis.M&A Execution: Led the M&A process on over 15 active deals, including managing analyst resources, creating information memorandums and management presentations, overseeing legal processes, participating in company road shows, managing due diligence efforts, and extensive client and process management.Selected Transactions: Worked with clients, buyers, and investors globally in M&A transactions, follow-on offerings, fairness opinions and other advisory engagements

Seattle, Wa, Us

The leading and most active angel investment organization in the Northwest, comprising of more than 100 accredited investors and investment firms who invest in early-stage companies; Alliance of Angels has invested over $50M in 150 companies.Evaluated 15-20 early stage businesses each month to identify high potential investment opportunities for angel investors.

Seattle, Wa, Us

Boutique investment banking practice focused on the active and outdoor lifestyle offering services including Mergers and Acquisitions, advisory, capital raises and direct investments.

Bellevue, Wa, Us

• Portfolio ROI: Built a portfolio/fund level ROI, IRR model for strategic planning purposes. Led to the allocation of $1.4B in remaining capital to optimize long term revenue targets, capital multiples and investor expectations • Investment Analysis: Built financial models determining investor’s capital contributions, distributions and return on investment given individualized return hurdles and deal structures on two multi-billion dollar IP funds

New York, Ny, Us

Retail Branch Finance - Network Analytics• Retail Portfolio Management: Developed portfolio analysis of 2,220+ branches, including income statement and balance sheet reporting, pro forma financial modeling, benchmarking, micro/macro market profitability, and financial impact of closures/divestitures, leading to the alteration of the current growth strategy and prioritization of closures• Program & Process Management: Led cross functional effort to ensure execution of division business reviews with senior executives including financial, sales, and operational performance driving accountability to market managers. • Management Reporting: Developed reports segmenting network performance based on key drivers, financial metrics and comparable vintage years; synthesized detailed financials of ~1,000 new branch builds into executive level presentations

New York, Ny, Us

Finance Leadership Rotation Program:The Finance Leadership Program (FLP) is an accelerated two-year development program targeted toward top finance talent. Leadership and technical training is provided through four six-month rotations in various finance roles including:- Home Loans Strategy and Business Development- WaMu Capital Corp (Broker/Dealer) Finance- Retail Distribution Finance- Corporate Financial Planning and Analysis

New York, Ny, Us

Internal Audit

Ba, Business Administration/Finance

Mba, Strategy And Finance