Pete has over thirty years of merger & acquisition and corporate finance experience. He founded Falls Capital in 1993, merged it in 2008 with Merkel & Associates, another Cleveland-based investment banking firm, and spun Falls Capital out in 2017. Falls Capital specializes in M&A transactions representing both sellers and buyers of middle-market companies.
Prior to Falls Capital, Pete was a Senior Vice President at Kemper Securities Inc. (now Wells Fargo Securities) in Cleveland where he handled mergers & acquisitions, public equity offerings, and debt placements.
Before that Pete was with First Chicago (now J.P. Morgan Chase) where he originated and transacted M&A transactions of middle-market companies in the Midwest. He was previously in the International Division based in Hong Kong where he was the business manager for First Chicago's Asia-Pacific region responsible for all administrative activities, strategic and financial planning, human resources, and real estate activities in seven countries. He concurrently served as chief lending officer for CCIC Finance Ltd., a Hong Kong-based joint-venture merchant bank owned by First Chicago, Bank of China, and The Industrial Bank of Japan. CCIC specialized in industrial and real estate joint venture structuring and financing in China. He joined First Chicago as vice president and head of the Cleveland regional office where he was in charge of corporate lending in a three state area.
Pete began his financial career with Irving Trust Company in New York (now Bank of New York Mellon) in computer operations before going into corporate lending in the Midwest region handling the relationships with the automotive industry and its supplier network.
He holds a BS degree from Miami University and an MBA degree from Fordham University. He served as an officer in the U.S. Navy. He serves as a director of Eriez Magnetics, the world's leader in magnetic separation equipment.
Falls Capital Advisors specializes in the sale, acquisition, valuation and financing of middle-market companies.
Our client sellers typically have annual revenues of $5 Million to $100 Million. They include both privately-held companies and divestitures of privately-held and publicly-traded companies. Our client buyers range from private equity groups and wealthy individuals to strategic buyers including S&P 500 companies and leading foreign concerns. Our valuations are "real world" analyses of the prices and terms under which companies would likely sell to motivated strategic buyers, not merely willing and able buyers.
We are selective in our engagements, accepting only those where we can add significant value. We limit the number of concurrent engagements in order to devote the time and resources necessary to produce superior results. We are a take charge firm receiving compensation commensurate with the results we produce. Our senior partners handle every aspect of a client assignment.
Falls Capital's resources are exceptional for a firm of our size. Having successfully served buyers and sellers of middle-market companies since 1992 we have amassed a wealth of knowledge and contacts covering a broad span of the business community.
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