Vincent Peterson

Vincent Peterson is an Associate in Technology Investment Banking at Macquarie Group, based in the San Francisco Bay Area. He has a solid background in finance and investment banking, with extensive experience in mergers and acquisitions (M&A), capital raising, and financial advisory services.

Education

• Master of Science in Accounting from St. John's University (2014 - 2016)
• Bachelor of Science in Business Administration, Accounting from Duquesne University (2010 - 2014)

Professional Experience

• Macquarie Group (Feb 2022 - Present)

  • Currently serves as an Associate focusing on technology investment banking.

• Sojourner Capital, LLC (Jan 2020 - Feb 2022)

  • Progressed from Associate to Senior Associate, advising on M&A and capital raise transactions primarily in the software/technology and healthcare sectors.

• Baker Tilly Virchow Krause, LLP (Jan 2018 - Dec 2019)

  • Worked as a Senior in Transaction & Financial Advisory Services, executing due diligence for sell-side and buy-side transactions.

• CohnReznick LLP (Nov 2015 - Dec 2017)

  • Served as an Assurance Associate, performing audits for clients with revenues between $20 million and $500 million.

Skills and Certifications

Vincent possesses strong skills in:

• Financial modeling
• Auditing
• Microsoft Excel
• Leadership

He holds the following certifications:

• Series 63 and Series 79, both issued by FINRA in July 2021.

Notable Achievements

Vincent has been involved in significant projects, including serving as a financial advisor for Istation's merger with Amira Learning.12 His career reflects a commitment to excellence in the financial sector, particularly within technology investments.