New Faces at Exit Strategies Group
Exit Strategies Group, Inc. is pleased to introduce Pete Wilson, Jason Harris, and Ignacio Ochoa as new members of our growing team.
Pete Wilson – Business Appraiser
Peter Wilson joins Exit Strategies Group as a certified business valuation expert after many years of investment management and business advisory experience. He has been an active private equity investor in growth companies, helping them scale their technology-enabled businesses. Peter has been an active investor, board member, and advisor to growth companies and non-profits. He serves on the Board of Directors for John Muir Health Systems, a large regional hospital system in California, and is an advisor to Line 51, an Oakland CA brewery. Pete was also an advisor to Infima Technologies, a machine learning fixed-income analytics firm. Mr. Wilson was previously on the board of A Closer Look, a customer experience (CX) measurement and analysis firm. Mr. Wilson works closely with wealth creators in the San Francisco Bay Area in his role as Chair at TIGER 21, the leading peer network for UHNW individuals. He also chairs the 350+ member private equity investment network within TIGER 21, chairs the investment committee of the Piedmont Council BSA, and sits on the investment committee of Futures Without Violence.
Pete’s career began in finance and investments. He led BlackRock’s 55-person Global Fixed Income Strategy team and built Barclays Global Investors fixed income business from scratch. Mr. Wilson launched one of the most successful fixed-income hedge funds, Fixed Income Global Alpha, which grew to over $6 billion in AUM. Mr. Wilson’s team pioneered the launch of the first fixed-income ETFs in the world, covering Treasury, Credit, and MBS markets. Pete also worked at BARRA, which pioneered the application of modern portfolio theory to the investment management industry.
Pete has deep experience evaluating companies as an investment management professional in both fixed-income and private equity. Pete has been a board member and advisor to companies in the restaurant, healthcare, financial and beverage industries. Pete graduated from Columbia University with a Bachelor of Arts, in Economics and completed his MBA in finance at the Haas School at UC Berkeley. He is currently working towards his final Certified Valuation Analyst (CVA) accreditation with the National Association of Certified Valuators and Analysts (NACVA).
Jason Harris – Business Appraiser
Jason Harris joins Exit Strategies Group as a certified business valuation expert with over 20 years of experience in small company equity research and portfolio management. Jason began his career at CS First Boston. Then he worked as a research analyst for several Bay Area funds, including Drakes Landing Associates and Fullerton Capital, where he researched and monitored thousands of diversified equities. He then became a portfolio manager for several years at Touchstone Investments and Peninsula Capital.
In 2009 Jason founded Kendall Square Capital LLC, a San Francisco-based hedge fund specializing in small-cap companies. He grew the assets to over $240 million in four years through successful returns and targeted fundraising. Kendall Square focused primarily on the fundamental cash flow analysis of smaller capitalization companies.
Outside of work Jason coaches high school basketball and lives in Piedmont CA. with his wife Anne and three children Luke, A.J., and Shayne. Jason graduated from Hamilton College with a Bachelor of Arts, in Economics and completed his MBA at the University of San Francisco. He is currently working towards his final Certified Valuation Analyst (CVA) accreditation with the National Association of Certified Valuators and Analysts (NACVA).
Ignacio recently joined us as an Analyst to support valuation and M&A engagements with research, financial modeling, and analysis. Ignacio graduated from San Diego State University in May, where he earned a bachelor’s degree in business administration with a concentration in finance. While in college, Ignacio interned with three different companies where he gained valuable work experience.
Exit Strategies Group continues to broaden its resources to meet the growing need for professional business valuation and M&A advice and execution services of the owners of closely held sub-$100 million revenue companies on the West Coast and across the U.S. at all stages of development. We’re excited to add the talents and creativity of these quality individuals to our team. Please join us in welcoming them.
