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Peter Wilson
Valuation expert
Biography
Peter Wilson brings many years of investment management and business advisory experience to his role as a valuations advisor. 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.
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.
Mr. Wilson chairs the investment committee Piedmont Council BSA and sits on the investment committee of Futures Without Violence.
Industry Experience
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, health care, financial and beverage industries.
Education & Accreditations
- Bachelor of Arts, Economics, Columbia University
- MBA, Finance, Haas at UC Berkeley
- Working towards CVA Accreditation (expected August 2024)
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
DRE #01878920
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