Peter Mullen
Finance Expert
Location
New York, NY, United States
Toptal Member Since
December 21, 2020
Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
Peter is available for hire
Hire PeterCareer Highlights
Co-Founder and Portfolio Manager
JGM Capital Management
Portfolio Manager and Head of Research
EOS Global Fund
Vice President of Investments and Independent Advisor
CDV (Family Office)
Education
Bachelor's Degree
Harvard University
Case Studies
Investment Case For Large Railroad Company
DCF ValuationDiscounted Cash Flow (DCF)DCF ModelingFinancial ModelingValue InvestingBusiness Analysis+ 7 more
49% IRR Multi-million Dollar Investment in MRC Global
Financial ModelingValuationDiscounted Cash Flow (DCF)Industry AnalysisBusiness AnalysisRevenue & Expense Projections+ 13 more
53.6% IRR Multi-million Dollar Investment in Westrock
Financial ModelingValuationDue DiligenceBusiness AnalysisCapital AllocationCapital Structure Analysis+ 12 more
Capital Structure, Legal, and Financial Analysis of Stressed Media Company
Contract ReviewCredit Agreement AnalysisLegal AnalysisCapital StructuringDebt WorkoutsDistressed/Special Situations+ 26 more
Industry Expertise
Advertising & MarketingAutomotive Service & Collision RepairEnergy, Utilities & WasteFinanceInvestment BankingVenture Capital & Private EquityGovernmentMedia & InternetOther Expertise
Business StrategyCapital AdvisoryCapital AllocationCapital RaisingFinancial AdvisoryFinancial ModelingInvestments & Risk ManagementValuationWork Experience
2018 - 2021
Co-Founder and Portfolio Manager
JGM Capital Management
- Innovated a hybrid strategy that merged technical derivative analysis with fundamental company analysis to create asymmetric and uncorrelated returns. Unconstrained strategy returned 15% with a Sharpe ratio of 350% of the S&P 500.
- Invested across the capital structure in the US, Europe, and LATAM.
- Engineered proprietary analytical and database tools that radically improved the fundamental screening hit ratio, which was critical to JGM’s success (trades had a 90% ITD success rate).
- Recruited and supervised computer programmers to develop data projects, including reconstructing widely used credit derivative valuation models after identifying a design flaw.
- Raised 98% of the fund’s initial capital and led fundraising efforts.
Focus areas: Technology, Consumer Services, Consumer Products, Renewable Energy, Energy, Industrials, Market Structures, Fund Structure, Asset Valuation, Due Diligence, Economics, Economic Analysis, Global Strategy, Global Risk, Global Economics, Emerging Markets, International Expansion, International Affairs, International Finance, Financial Forecasting, Databases, M&A Modeling, Bankruptcy & Insolvency, Asset Allocation, Acquisition Analysis, Discounted Cash Flow (DCF), Value Investing, Valuation, Quantitative Analysis, Quantitative Modeling, Data, Entrepreneurship, Financial Modeling, Equity Investment, Fixed-income Derivatives, Equity Derivatives, Capital Raising, Financial Risk Management, Investments & Risk Management, Hedge Funds, Capital Structure Analysis, Business Strategy, Industry Analysis, Financial Analysis, Debt, Investment Analysis, Risk Management, Fundraising, Derivatives, Fundamental Analysis, Portfolio Management, Leveraged Credit, Equity Valuation, Capital Allocation, Investments, Asset Management, Credit Investing, Equity Capital, Capital Markets, Debt Capital Markets, Special Assets, Trading, Fund of Funds, Fund Management, Business Analysis, Business Advisory, Business Development, Growth Strategy, Entrepreneurial Finance, Startup Funding, Funding Strategy, Funding Process, S&P Capital IQ, Foreign Exchange (FX) Hedging, Portfolio Analysis, Capital Structuring, Deal Structuring, Finance Structures, Corporate Structure, Mergers & Acquisitions (M&A), Term Sheet Negotiations, Legal Structuring, Legal Analysis, Structuring of Funds, Business Models
2013 - 2017
Portfolio Manager and Head of Research
EOS Global Fund
- Partnered with a multi-family office to launch a global hedge fund that was one of Brazil’s first international funds.
- Directed a fundamental long/short and event-driven portfolio, which invested primarily across the US and European markets.
- Saw performance exceed the market by 1,100 basis points (both long and short books were profitable).
- Hired a senior portfolio manager and supervised five analysts across various functions.
- Raised 90% of the fund’s initial capital and spearheaded additional fundraising efforts.
Focus areas: Technology, Consumer Services, Consumer Products, Energy, Industrials, Automotive, Deal Structuring, Market Structures, Capital Structuring, Marketing, Fund Structure, Fund of Funds, Seed Fundraising, Corporate Sales & Divestitures, Leveraged Buyout (LBO), M&A Modeling, Acquisition Analysis, International Affairs, International Expansion, International Finance, International Trade, Global Economics, Global Strategy, Global Risk, Emerging Markets, Corporate Restructuring, Value Investing, Capital Structure Analysis, Capital Markets, Revenue & Expense Projections, Discounted Cash Flow (DCF), Financial Modeling, Entrepreneurship, Strategy, Finance Strategy, Risk Management, Investments & Risk Management, Market Risk, Hedge Funds, Fundraising, Equity Valuation, Competitive Strategy, Growth Analysis, Fundamental Analysis, Financial Analysis, Industry Analysis, Investment Analysis, Equity Investment, Asset Allocation, Asset Management, Business Analysis, Investing, Asset Valuation, Modeling, Financial Model Auditing, Financial Markets
2012 - 2017
Vice President of Investments and Independent Advisor
CDV (Family Office)
- Oversaw all financial and investment analysis and reported directly to the CEO and chairman.
- Overhauled the investment process, risk management, and boosted the group’s financial sophistication, which eliminated the need for outsourcing detailed analysis to investment banks.
- Engineered large financial models and innovated new screening methodologies that yielded better results and increased efficiency across the financial and engineering departments.
- Managed the financial team, including investment banks that grew an operating company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment expansion.
- Strategized potential options for monetizing a 15GW pipeline of renewable energy projects.
Focus areas: Special Assets, Energy, Revenue & Expense Projections, International Finance, Venture Capital, Capital Advisory, Hedge Funds, Seed Fundraising, Fund of Funds, Markets, Deal Structuring, Asset Structuring, Fund Structure, Brazil, Board Presentations, Board of Directors, Corporate Sales & Divestitures, Acquisition Analysis, Federal Government Finance, Global Economics, Economic Analysis, Emerging Markets, Capital Budgeting, Debt Financing, ESG, DCF Valuation, Valuation, Investments & Risk Management, Financial Modeling, Financial Markets, Asset Management, Asset Allocation, Due Diligence, Investment Ideas, Return Analysis, Project Finance, Capital Allocation, Capital Raising, Capital Markets, Investment Analysis, Investment Funds, Capital Structuring, Financial Analysis, Private Equity, Renewable Energy
2010 - 2011
Senior Analyst
Longacre Fund Management
- Spearheaded the fund’s global investment activities across the industrial and materials sectors.
- Targeted long/short and event-driven investments across the capital structure.
- Oversaw diligence of investment opportunities and presentations to the investment committee.
- Managed the largest number of investments in the firm’s $2.0 billion portfolio.
- Negotiated restructurings and credit agreement amendments with private equity funds and investment banks.
- Headed the firm’s backstop of a $1.0 billion equity rights offering for a company exiting bankruptcy.
- Orchestrated the firm’s investment proposal on DRYS at the 2011 Value Investing Congress.
Focus areas: Valuation, Valuation Modeling, Asset Valuation, DCF Valuation, Equity Valuation, Distressed/Special Situations, Transportation & Shipping, Investment Funds, Due Diligence, Revenue & Expense Projections, Investment Ideas, Credit Investing, Asset Structuring, Asset Allocation, Bankruptcy & Insolvency, Debt Restructuring, Restructuring, Value Investing, Discounted Cash Flow (DCF), Financial Modeling, Private Credit, Private Equity, Capital Structure Analysis, Fundamental Analysis, Equity Investment, Capital Markets, Debt Capital Markets, Financial Analysis, Financial Markets, Special Purpose Acquisition Companies (SPAC), Special Assets, Distressed Assets, Asset Management
2007 - 2010
Analyst
Apollo Global
- Analyzed new investment opportunities through detailed financial modeling, channel checks, and calls with management teams, accountants, lawyers, and consultants.
- Monitored 50 portfolio companies ($1.0 billion notional) and assessed whether any changes needed to be made based on idiosyncratic and market developments.
- Restructured five portfolio companies and negotiated credit agreement amendments with investment banks and private equity funds.
- Selected to be the sole analyst on the fund’s direct lending, solution capital, and distressed effort and executed $100 million of originated investments.
- Constructed the firm’s financial model template and taught financial modeling to new analysts.
Focus areas: Leveraged Buyout (LBO), Exit Strategy, M&A (Buy-side), M&A Modeling, Due Diligence, Equity Financing, Financing, International Affairs, International Finance, Market Risk, Corporate Restructuring, Asset Valuation, Special Assets, Board Presentations, Asset Allocation, Asset Structuring, Acquisition Analysis, Capital Structure Analysis, Financial Restructuring, Debt Restructuring, Bankruptcy & Insolvency, Discounted Cash Flow (DCF), Financial Modeling, Equity Valuation, Equity Investment, Credit Analysis, Credit Investing, Leveraged Credit, Debt, Debt Financing, Fundamental Analysis, Financial Analysis, Financial Markets, Distressed/Special Situations, Distressed Assets, Private Credit, Private Equity, Asset Management
2006 - 2006
Intern
Russell Investment Group
- Engineered and managed a database of investment strategies for the launch of a new fund.
- Formulated a proposal for an emerging market fund and interviewed investment managers.
- Won the investment contest with a detailed analysis of Raytheon.
Focus areas: Fund Structure, Fund Management, Due Diligence, Finance Strategy, Fundamental Analysis, Hedge Funds, Fund of Funds, Asset Management, Asset Allocation
2005 - 2005
Intern
UBS
- Investigated corporate credit and equity investment opportunities in the US.
- Analyzed investment portfolios and presented restructuring and streamlining recommendations to the senior portfolio manager.
- Developed fundraising proposals for new investment funds.
Focus areas: Financial Modeling, Equity Valuation, Fundamental Analysis, Financial Markets, Financial Statements, Finance Strategy, Asset Management, Asset Allocation
Education
2003 - 2007
Bachelor's Degree in Economics
Harvard University - Cambridge, Massachusetts, USA
Certifications
JANUARY 2018 - PRESENT
Central Registration Depository (CRD)
FINRA Organization