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Peter Jacobson, Finance Expert in Denver, CO, United States
Peter Jacobson

Finance Expert in Denver, CO, United States

Member since July 25, 2017
A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.
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Career Highlights

Education

Select Certifications

Industry Expertise

  • Accounting Services
  • Banking
  • Manufacturing
  • Retail
  • Software
  • Financial Modeling
  • Consulting
  • Information Technology

Other Expertise

Employment

  • CFO

    2018 - PRESENT
    BridgeHealth
    • Led all of the elements of finance and accounting, including month-end close process, budgeting, and financial reporting; ensured that all financial records and systems are in accordance with generally accepted accounting principles. Also led IT, business intelligence, and legal functions; oversaw half of the company's operations.
    • Developed KPIs to monitor the business and provide insights to the CEO, the management team and the Board of Directors.
    • Composed weekly, monthly and quarterly board reports.
    • Worked with the CEO and board to develop and execute company strategy.
    • Raised capital to support growth efforts resulting in the company being named to the Inc. 5,000 fastest-growing companies four times.
    • Achieved a three-year growth rate that exceeded 100%.
    • Developed controls to meet SOC guidelines, leading the organization through multiple audits.
    • Led annual audits with no adjustments and made certain that the organization remains in strong fiscal health.
    Focus areas: Three-statement Modeling, Cash Flow, CFO, Budgeting, Financial Planning & Analysis (FP&A)

  • Chief Financial Officer

    2012 - 2018
    National Entertainment Network
    • Managed and led a high-performing finance and accounting function for the private equity-backed business. Responsible for all elements of finance, accounting, capital raising, reporting, tax, treasury, audit, financial planning, and M&A. Also responsible for HR, IT and legal functions.
    • Built three-statement operating models to support budgeting, rolling forecasts, and external fundraising efforts. Developed KPIs and led both the board and bank reporting.
    • Served as a strategic partner to the CEO and private equity shareholders. Elected to serve as a full member of the board of directors.
    • Refinanced the company's senior and subordinated debt, providing liquidity for shareholders.
    • Identified and executed on opportunities for operational efficiencies. Doubled free cash flow within three years.
    • Executed multiple acquisitions—from target identification to negotiation, execution, and integration. All the acquisitions were accretive and collectively contributed to company profitability.
    Focus areas: Bank Debt Raises, CFO, Budgeting, Financial Reporting, Financial Planning & Analysis (FP&A), Private Equity, Mergers & Acquisitions (M&A), Financial Accounting, Finance Strategy

  • Chief Financial Officer

    2008 - 2012
    Productive Data Solutions
    • Built the finance and accounting team; redesigned the systems and processes to accelerate month-end-close, ensure accuracy, and to provide information and insight.
    • Developed financial models for internal budgeting as well as for bank and board reporting. Built rolling forecasts and developed KPIs.
    • Renegotiated bank financing during the 2008 financial crisis while the company was in the midst of a turnaround effort.
    • Successfully executed the turnaround of the company which resulted in the company achieving its best performance compared to the prior ten years. Also increased profitability by an additional 30% within three years.
    • Advised owners on a successful sale.
    Focus areas: Bank Debt Raises, Cash Flow Modeling, P&L Forecasting, CFO, Budgeting, Financial Accounting, Financial Planning & Analysis (FP&A), Strategy, Financial Systems

  • Vice President

    2004 - 2008
    KeyBanc Capital Markets
    • Advised a SaaS company on its successful sale to a multibillion-dollar public company.
    • Executed capital markets-related transactions. Raised over $500 million in debt and equity capital on behalf of clients.
    • Served as a strategic advisor to CEOs and CFOs of clients firms. Evaluated financing alternatives to support growth, acquisition, and working capital needs.
    • Developed and distributed industry-specific newsletters to clients and prospects in the technology, business services, and business process outsourcing industries.
    Focus areas: Mergers & Acquisitions (M&A), Equity Financing, Bank Debt Raises

Education

  • Master of Business Administration (MBA) Degree in General Management
    1996 - 1998
    Stanford University - Stanford, CA, USA
  • Bachelor's Degree in Economics
    1987 - 1991
    Harvard University - Cambridge, MA

Certifications

  • Certified Public Accountant (CPA)
    FEBRUARY 2013 - PRESENT
    State of Colorado

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