Sam Peters

Sam Peters Email and Phone Number

Investment Banking Analyst @ Piper Sandler
Minneapolis, MN, US
Sam Peters's Location
Toledo, Ohio, United States, United States
About Sam Peters

I am a motivated fourth-year finance, economics, and accounting student at the University of Dayton, actively involved in student investment funds and constantly seeking opportunities to enhance my skills. My role at Praetorian Holdings, a private equity firm in Cleveland, Ohio, ignited my passion for professional finance, providing hands-on experience in valuation, transaction diligence, and post-acquisition strategy. Currently, I am honing my valuation expertise at EY while preparing for my final year at the University of Dayton as a member of the Davis Center for Portfolio Management's portfolio management committee. Eager to graduate and begin a full-time career in M&A, I am committed to leveraging my knowledge and experience to provide unmatched value.

Sam Peters's Current Company Details
Piper Sandler

Piper Sandler

View
Investment Banking Analyst
Minneapolis, MN, US
Website:
ey.com
Employees:
296502
Sam Peters Work Experience Details
  • Piper Sandler
    Investment Banking Analyst
    Piper Sandler
    Minneapolis, Mn, Us
  • Ey
    Business Valuation Intern
    Ey Jun 2024 - Present
    Chicago, Illinois, United States
    Constructed comprehensive financial models to assess the valuation of both private and public firms, providing support to the transactions diligence team to ensure rigorous valuations are implemented in client acquisitions. Additionally, executing essential post-acquisition valuations to ensure accurate reporting of balance sheet values attributed to client acquisitions, facilitating verification and support for EY audit teams.
  • Kudla Dynamic Allocation Fund
    Vice President
    Kudla Dynamic Allocation Fund Apr 2023 - Present
    Dayton, Ohio, United States
    Perform in-depth international market analysis and serve as an advisor to the fund, leveraging insights to guide our international investment strategy and enhance portfolio performance in alignment with global market trends.
  • Kudla Dynamic Allocation Fund
    Investment Analyst
    Kudla Dynamic Allocation Fund Feb 2023 - May 2023
    Dayton, Ohio, United States
    Actively manage a $2M tactical asset portfolio on behalf of David Kudla, CIO, and Founder of Mainstay Capital Management, with a group of 20 selected student investors, generating alpha primarily through the use of ETFs and mutual funds against a custom benchmark (60% IVV, 20% ACWX, and 20% AGG).
  • Praetorian Holdings Group
    Winter Associate
    Praetorian Holdings Group Sep 2023 - Feb 2024
    Cleveland, Ohio, United States
    Facilitated the integration of a new business entity into the Praetorian portfolio, overseeing its vertical integration into both Dominion Steel and Praetorian Renewable Energy. Provided crucial strategic support to Praetorian Renewable Energy project management, contributing to the due diligence efforts that led to the successful decommissioning of wind turbines and the firm's growth.
  • Praetorian Holdings Group
    Summer M&A Analyst
    Praetorian Holdings Group May 2023 - Aug 2023
    Cleveland, Ohio, United States
    Spearheaded firm buy-side initiatives, leading sourcing, valuation, and transaction diligence processes for internal and EIR client acquisition opportunities, ensuring thorough analysis and creative, client-specific investment strategies. Authored a comprehensive business plan and pro forma financial model to facilitate the vertical integration of new services into the Praetorian portfolio, serving as the foundation for a successful launch. Conducted cost variance analysis for Dominion Steel, identifying areas for improvement and provided recommendations to enhance performance and efficiency.
  • University Of Dayton
    Student Instructor
    University Of Dayton Apr 2023 - Dec 2023
    Dayton, Ohio, United States
    Conduct in-person financial accounting classes twice a week, providing comprehensive instruction and guidance to fellow students, facilitating their understanding and practical application of key principles and concepts.
  • University Of Dayton
    Academic Tutor
    University Of Dayton Jan 2023 - May 2023
    Dayton, Ohio, United States
    Offer comprehensive educational support for students in Calculus, Micro/Macro Economics, Financial Accounting, and Statistics by dissecting complex business concepts into easily comprehensible information, enabling students to build a solid foundation for academic achievement and future success
  • Global Digital Asset & Cryptocurrency Association
    Accounting Policy And Regulation Fellow
    Global Digital Asset & Cryptocurrency Association Dec 2022 - May 2023
    Chicago, Illinois, United States
    Conducted comprehensive research and fact-checked congressional communications related to cryptocurrency regulation in the aftermath of the FTX collapse, collaborating with a team to develop official responses to key political contacts, advocating for the protection of digital asset investors, and promoting a favorable regulatory environment.
  • Chippewa Golf Club
    Manager
    Chippewa Golf Club Mar 2022 - Aug 2022
    Curtice, Ohio, United States

Sam Peters Education Details

Frequently Asked Questions about Sam Peters

What company does Sam Peters work for?

Sam Peters works for Piper Sandler

What is Sam Peters's role at the current company?

Sam Peters's current role is Investment Banking Analyst.

What schools did Sam Peters attend?

Sam Peters attended University Of Dayton, Ciee Council On International Educational Exchange, Maumee Valley Country Day School.

Who are Sam Peters's colleagues?

Sam Peters's colleagues are Fhozila Malik, Sandya Sv, Harilal V R, Xiuping Zhang, Thomas Tulley, Soile Antikainen, Eva Chachadaki.

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