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.
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Investment Banking AnalystPiper SandlerMinneapolis, Mn, Us -
Business Valuation InternEy Jun 2024 - PresentChicago, Illinois, United StatesConstructed 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. -
Vice PresidentKudla Dynamic Allocation Fund Apr 2023 - PresentDayton, Ohio, United StatesPerform 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. -
Investment AnalystKudla Dynamic Allocation Fund Feb 2023 - May 2023Dayton, Ohio, United StatesActively 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). -
Winter AssociatePraetorian Holdings Group Sep 2023 - Feb 2024Cleveland, Ohio, United StatesFacilitated 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. -
Summer M&A AnalystPraetorian Holdings Group May 2023 - Aug 2023Cleveland, Ohio, United StatesSpearheaded 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. -
Student InstructorUniversity Of Dayton Apr 2023 - Dec 2023Dayton, Ohio, United StatesConduct 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. -
Academic TutorUniversity Of Dayton Jan 2023 - May 2023Dayton, Ohio, United StatesOffer 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 -
Accounting Policy And Regulation FellowGlobal Digital Asset & Cryptocurrency Association Dec 2022 - May 2023Chicago, Illinois, United StatesConducted 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. -
ManagerChippewa Golf Club Mar 2022 - Aug 2022Curtice, Ohio, United States
Sam Peters Education Details
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Bachelor Of Science - Bs -
International Economics -
High School Diploma
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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1microsoft.com
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Sam Peters
Wakefield, Ma1tuvsud.com -
Sam Peters
Technology Investor & Advisor Looking To Acquire $0.5M To $5M Ebitda Tech Companies In Us/Canada.Seattle, Wa -
Sam Peters
Software Engineer @ Meta | Computer Science @ University Of OregonSan Francisco Bay Area
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