Peter Nardi

• M&A - Business Development Team
• Responsible for strategic research in targeted thesis areas to source mid-market organizations interested in a complete or partial exit from their businesses
• Fostering relationships with founders/owners in SNH's core industries as well as new verticals to explore additional platform investments

• Investment Adviser Representative (IAR)
• Communicated firm value proposition to high-net worth investors to identify potential clients and initiate hiring process with regional VP's
• Cleared 200+ clients and 200+ million dollars in billable assets under management
• Created, managed and converted a consistent sales pipeline
• Effective sales process guided by determining prospective clients' portfolio goals while educating on firm services and industry deviation
• 140 thousand+ outbound calls throughout tenure
• Interviewed, trained and mentored several new-hires

Directly managed staff of ten student employees and 300+ thousand square feet of recreational space