Management Real Estate

William L. Peters

** **** ****** *** *********, CA 94110

*************@*****.*** Cell: 917-***-****

EXPERIENCE

**** ****** **** *******, *** New York, NY

Private Equity Associate

• Sourced and evaluated potential transactions in consumer, retail, and industrial sectors; presented potential deals

to Circle Peak management, built complex and fully integrated financial models, structured new investments,

drafted deal memoranda, participated in due diligence and legal documentation process, and supported all senior

managers during deal sourcing and execution

2007 – 2008 THE SILVERFERN GROUP, INC. New York, NY

Private Equity and Mergers and Acquisitions Associate

• Private Equity: Co-investment deals include $135 million equity investment with Cerberus Capital

Management, $150 million equity investment with Kohlberg Kravis Roberts & Co. L.P., $150 million equity

investment with Madison Dearborn Partners; developed complex LBO models and analytics, conducted

extensive due diligence, wrote 100+ page investment memoranda, arranged financing from international client

base

• Mergers and Acquisitions: Advised top-tier private equity firms including KKR, TPG, and Oak Hill Capital

Partners in middle market transactions ranging in size from $100 million to $1.5 billion. Responsible for all

aspects of buy-side advisory work, including analytics, due diligence, presentations, and negotiations

2004 - 2007 OPPENHEIMER & CO. INC. New York, NY

Equity Research Analyst/Associate

Industry coverage: Special Situations (spin-offs, restructurings, management changes, complex valuation

scenarios) and Basic Materials (Paper and Forest Products)

• Professional Accomplishments: Achieved #1 ranking by StarMine for accuracy of EPS forecasts of covered

companies, and #1 or #2 ranking by Bloomberg for stock-picking performance. Profiled in Forbes Magazine for

research coverage accomplishments

• Analytical Duties: Evaluated investment merits of multiple stocks by examining each company’s operations,

management team, and corporate strategy. Accountable for identifying investment opportunities, forecasting

earnings, investment ratings, financial analysis, and equity valuation

• Presentations: Presented actionable investment ideas in daily meetings to live audience of 100+ person

institutional sales force and 1,000+ retail brokers

2003 MARWOOD GROUP, LLC New York, NY

Equity Research Senior Associate

Industry coverage: Healthcare

• Under direction of Ted Kennedy, Jr., analyzed equities throughout the entire healthcare sector

• Interpreted healthcare legislation and analyzed impact on companies & stocks throughout entire sector

1999 - 2002 BANC OF AMERICA SECURITIES LLC San Francisco, CA and New York, NY

Equity Research Junior Associate/Assistant

Industry coverage: Healthcare and Real Estate

•Promoted in August 2001 to Junior Associate to work under 11-time Institutional Investor ranked analyst and

Group Head of Healthcare Equity Research

EDUCATION

1995-1999 MIDDLEBURY COLLEGE Middlebury, VT

BA Spring 1999. Major: Environmental Science, Conservation Biology; Minor: Economics

Dean’s List. Elected twice to serve as 2-year team captain (springboard diving)

ADDITIONAL

CFA Level II candidate (June 2008 exam); passed Level I exam in December 2008

Certifications: Series 7, 63, 86 and 87

Interests: Triathlons, golf, backpacking, environmental awareness, cooking

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