Bio

Pete Boukouzis, Managing Director, has over 20 years of experience in investment banking and finance. Mr. Boukouzis has advised on a variety of strategic matters, including valuation, mergers and acquisitions (M&A), business strategy, capital raising, business development, and business plan counseling. He has also served as an expert witness for plaintiffs and defendants, including cases involving the New York Attorney General and the Securities and Exchange Commission. Mr. Boukouzis previously retired as the Managing Director and Head of U.S. Energy M&A at Bank of Montreal (BMO) Capital Markets in Houston, Texas At BMO, Mr. Boukouzis also served as a member of the firm's Fairness Committee, which approved fairness opinions on behalf of the firm. In addition, Mr. Boukouzis was formerly a Director at Rothschild, Inc. in the Merger and Acquisitions Group and an Associate Director at UBS Inc. in New York City. Mr. Boukouzis has executed a broad range of investment banking transactions, including buy-side, sell-side, financial restructurings, and both debt and equity financings. Mr. Boukouzis has advised on domestic and cross-border transactions with corporate (private, public, and government-owned) and private equity clients around the world while also deeply involved in the financings of transactions. Collectively, Pete has executed approximately 50 transactions for over $37 billion in value. Mr. Boukouzis holds an MBA from the University of Chicago Booth School of Business with concentrations in Accounting, Economics, and Finance and a B.S. in Chemical Engineering from the University of Illinois-Urbana/Champaign. Mr. Boukouzis has served as a Board Member and Executive Director for various non-profits and charitable organizations that support the community and education of youth including the San Diego Salvation Army Kroc Center, Annunciation Orthodox School, and the Africa School Assistant Project.