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Senior Financial Analyst Chief Strategy Officer Director Finance

Location:
Napa, CA
Posted:
May 14, 2020

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Resume:

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Peter Martin 415-***-****

PETER L. MARTIN, CFA

415-***-**** • adc8be@r.postjobfree.com • linkedin.com/in/peter-martin-cfa Strategic Leadership • Financial Management • Stakeholder/Investor Relations opportunities Influential financial and capital leader sources. with a proven Talent record for developing of accomplishment lasting relationships for identifying amongst market institutional inflection investors, points, strategic c-suite leaders, inspiring and people peers based to attain on ambitious consistently performance delivering results goals while that exceed creating expectations. an environment A passion where for all leading, can thrive. developing Success in and building business segments into respected A REAS platforms OF E XPERTISE that have generated exceptional revenue growth.

· · · · · · · Organizational Business Risk Process Corporate Financial Contract Management Design Negotiation Development Planning & Investment Leadership & Productivity & Analysis & Strategic Finance Improvement Alliances

· · · · · · · Performance Strategic Systems IPO, Board Budgeting, Effective M&& A, & Investor Networker Growth & Control Forecasting Turnaround Management & Relations Integration/Expansion & Relationship & Expertise Cost & Development Management Strategies Utilization Builder P ROFESSIONAL EXPERIENCE

Managing Director & Senior Analyst of Equity Research, San Francisco, CA 12/2008 – Present JMP SECURITIES (NYSE: JMP)

· Developed coverage of and over grew 45 names the Healthcare or roughly Facilities 15% of & JMP’s Services, total research Healthcare portfolio. REIT and Residential Real Estate franchises with formal

· Acknowledged and private Fortune for accuracy 500 and of small analysis growth and companies. forecasting of industry fundamentals as well as financial statements for public

· Advised country by and providing supported sector-the largest specific institutional industry primers, investors, financial pension model funds, analysis private and equity, forecasts and venture to arrive capital at strategic firms in the

· investment Developed discuss and long-decisions. review term, business trusted, The counter plans and and value-cyclicality strategic added of relationships initiatives the two sectors relative with created c-to suite current unique clients fundamentals economic by prioritizing perspective and in-future person and trends. meetings market insights. to

· Established market, as well expertise as the in evaluation outpatient of and systems post-in acute Australia, care regulations, Canada, China, reimbursement Germany, and and the trends UK. in the evolving US Healthcare

· Created data points, largest M&A database pipeline of and the reputation top private of and Residential public homebuilders Real Estate franchise. and land developers in the US, which enhanced market

· Built franchise high-platforms. performing and talented team of 20 plus personnel to support the launch, growth and maintenance of two

· Advised Key ü Identified Achievements: on JMP’s new cultural opportunity change upon initiative joining that JMP commenced and influenced in 2019 executive in collaboration leaders to integrate with a third-an unfamiliar party firm. Healthcare REIT sector into the JMP business plan. Despite limited resources, sector became a very lucrative and profitable business, generating an average of $3M-$7M per year, including commissions and banking revenues. ü Assumed ownership of JMP’s residential real estate franchise in 2011, which grew to generate nearly a third of the firm’s total revenue ($23M) by 2013.

ü Consistently ranked in the top 5 of 24 analysts despite limited resources and oversight of two franchises. Ranking based upon five categories within the analyst scorecard comprised of 16 target metrics. ü Noteworthy clients: Alexandria Real Estate, LTC Properties, Medical Properties Trust, Omega Healthcare Investors, Physicians Realty Trust, Brookdale Senior Living, Odyssey Healthcare, Howard Hughes, Forestar Group, Five Points, IHP Capital, Tricon Capital, Green Brick Partners, Lennar, LGI Homes, TRI Pointe Group, and Waypoint Homes. 2 Page

Peter Martin 415-***-****

Member of the Board of Directors, Dallas, TX 06/2008 – 05/2011 CAPITAL • • Served and Provided redesigned led SENIOR full efforts unbiased term budget LIVING to as align process commentary board CORPORATION executive member to improve and compensation for strategic one the (NYSE: of accuracy the vision: CSU) and largest shareholder of discouraged project US senior financial value. housing the addition expectations providers of ancillary and facing implemented service significant segments; financial a new suggested executive-difficulties a level compensation Key ü Collaborated Achievements: structure with fellow based members on performance. to successfully turn around a business, which was generating less than $3M FCF per year to a run rate approaching $25M. Instilled a focus on lower leverage, non-recourse debt and improved ROE. ü Improved corporate governance, communication and measurement of c-suite executives as well as field operations. Portfolio Manager, San Francisco, CA 01/2006 – 11/2008 MATTHES CAPITAL MANAGEMENT, LLC

• • Served Homeland Determined meetings, Key ü Directly Achievements: as co-channel Security, raised investment manager contact nearly Business on position market $with 100M Software customers, AUM. based neutral & on and Services, fundamental competitors, leveraged Healthcare analysis short and sector hedge Services, via experts. financial funds, Education, gaining modeling, and expertise Industrial industry in Real trade sectors. Estate, shows, Consumer, management ü Enhanced marketing and investor relations materials. ü Exceeded performance expectations and outperformed peer group. ü Weighted (5.90%); 2006 Total YTD Average 3.7%(: WTA) L (10%Returns: ) & S (6.2008 3%). YTD 44.7%: L (7.0%) & S 51.7%; 2007 YTD 3.95%: L (1.95%) & S A DDITIONAL E XPERIENCE

PORTFOLIO MANAGER, Presidio Management LLC, San Francisco, CA 06/2003 – 12/2005 MANAGING DIRECTOR & SENIOR ANALYST EQUITY RESEARCH, Jefferies & Company, San Francisco, CA 02/1997 – 05/2003 RESEARCH ASSOCIATE, Montgomery Securities, San Francisco, CA 04/1995 – 11/1996 SECURITIES ANALYST, Franklin Templeton Mutual Funds, San Mateo, CA 08/1990 – 03/1995 E DUCATION, L ICENSES & T ECHNOLOGY

University of San Francisco, McLaren School of Business MBA in Finance and Banking

University of California, Santa Barbara

BA in Business and Economics

Chartered Financial Analyst

CFA designation achieved over three years

NASD 6, 7 and 63 licensed

Technology: Bloomberg, FactSet, Thomson Reuters, Microsoft Office: Word, Excel, PowerPoint



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