Sam Peters Email & Phone Number

Minneapolis, Mn, Us

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.

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.

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).

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.

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.

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.

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

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.

Curtice, Ohio, United States

Bachelor Of Science - Bs

Majors: Economics, Finance, Accounting Concentration: Investment Management

Study Abroad, International Economics

High School Diploma

Activities and Societies: Extracurriculars: Student Government (Class Representative), Maumee Valley Hawks Robotics (Marketing President).