M&A and Private Equity
Peter works closely with lower middle market companies navigating ownership transitions, helping them successfully execute purchase or sale transactions. He leads the design and facilitation of comprehensive M&A processes—from pre-transaction planning and valuation advisory through to deal structuring, negotiation, and closing. Consistent with BaldwinClarke’s broader focus, Peter primarily serves private, closely held businesses, including many family-owned enterprises with unique goals and objectives. His investment banking expertise is complemented by over a decade of experience in the private equity sector, where he focused on financial services.

Valuations
Peter also plays a key role in BaldwinClarke’s valuation platform. He collaborates with clients and the firm’s credentialed appraisers to deliver formal business valuations for a variety of financial and corporate planning purposes. These services are designed to ensure a deep understanding of each client’s business and provide well-supported documentation for estate, gifting, and executive compensation initiatives. In addition, Peter frequently consults with valuation clients from a strategic standpoint, offering insight into company value in the context of broader planning or business transition goals—particularly for entrepreneurs and family-owned enterprises.