Estate & Gift Opportunities in a Crisis
The present Coronavirus crisis has undoubtedly wreaked havoc on all our lives, impacting both our personal and professional worlds. The …
Chief Operating Officer
Chief Operating Officer
I have been a part of the BaldwinClarke family since 2014, having joined the firm as COO to provide strategic support and operational guidance to our company and our various service offerings. From a client perspective, I spend most of my time working with our investment banking team and our entrepreneurial clients on M&A, strategic advisory and valuation engagements. My career has been exclusively spent in the financial services field, ranging from corporate finance and investment banking-related work to private equity experience. Prior to joining BaldwinClarke, I served as a senior financial analyst for Triumph Investment Managers, LLC, a community bank-focused private equity firm that was headquartered in Bedford, NH. My background also includes strategic consulting, specifically to the community banks, in addition to being a CM&AA and a trainee of the Investment Banking Institute. Outside of work, I currently live in Newmarket, NH with my wife and two boys. Alongside serving as a youth sports coach, I enjoy active hobbies such as hockey, biking, golf and skiing.
M&A and Private Equity
I help represent lower middle market companies in transition successfully execute purchase or sale transactions. We craft and facilitate comprehensive M&A processes that include pre-transaction planning and valuation advisory all the way through deal structuring, negotiations and closing. Similar to our firm’s focus, my time is largely spent with private, closely-held companies, many of which are family-owned and have unique goals and objectives. My investment banking background has been dovetailed with my experience in private equity industry. Prior to my tenure at BaldwinClarke, I spent over 10 years working at a niche private equity fund that focused on the financial services sector.
Valuations
As part of our firm’s valuation platform, I work regularly with our clients and BaldwinClarke’s credentialed appraisers to provide formal business valuations for a wide range of financial and corporate planning purposes. Our appraisal services are designed to work closely with our clients to ensure our understanding and deliverables are well-suited and can be utilized to provide defensible documentation for estate, gifting, and compensation initiatives. I also often work with our firm’s valuation clients from a strategic perspective, helping to provide insight and direction to entrepreneurs and family-run businesses as to the value of their companies in various contexts.
(603) 668 – 4353
peterclarke@baldwinclarke.com
LinkedIn
One Bedford Farms Drive
Suite 102
Bedford, NH 03110
Get market news, financial advice, and company updates delivered to your inbox.
Wealth Management Services (“Investment Advisory”, “Financial Planning”, “Retirement Planning”, “Estate & Wealth Transfer Planning”, “Exit Planning”, “401(k) & 403(b) Advisory & Management”, “Qualified Plan Design & Consulting”) are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD#105666. Registration does not imply a certain level of skill or training.
Investment Banking Services (“Pre-Transaction Planning”, “Business Valuations”, “Buy-Side & Sell-Side M&A Advisory”, “Debt & Equity Capital Advisory”) are offered through Baldwin & Clarke Corporate Finance, LLC.
Insurance Planning Services (“Life Insurance Planning”, “Disability Insurance Planning”, “Long-Term Care Insurance Planning”, “Shareholder Life Insurance Planning”, “Executive Benefit Planning”, “Key Person Insurance Planning”) are offered through Baldwin & Clarke, LLP.
LFS-3165687-071620
