CVA® – Valuation & Investment Banking Analyst

‭ Sergio holds an MBA in Finance, a Master’s in Business Analytics and Information‬ Management, and is a Certified Valuation Analyst (CVA®)

‭His core work included performing valuations for the purchase/sale of business‬ interests, assisting business owners developing exit strategies, and supporting family‬ succession planning.‬

‭ Sergio also served as a Senior Associate at JP Morgan Chase, where he participated‬ in M&A projects, and as a business consultant focused on valuations and transaction‬ advisory.‬

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CVA® – Managing Director*

Scott is a Managing Director of Baldwin & Clarke Advisory Services, LLC., where he primarily focuses on financial and estate planning, in addition to providing exit planning and business continuity services.

Scott dovetails his individual and personal planning work, by advising business owners on corporate strategies to assist with value creation and risk management.

He is a Certified Valuation Analyst® (CVA®), a credential granted by the National Association of Certified Valuators and Analysts (NACVA) only to qualified individuals with considerable professional experience in the field of business valuation.

CM&AA – Chief Operating Officer & Managing Director

Peter works actively with valuation clients to provide corporate finance services to BaldwinClarke’s entrepreneurial, and middle market clients. Peter has over 20 years of financial services experience spanning roles in private equity, strategic consulting and investment banking.

He works closely with clients throughout the entirety of the firm’s valuation engagements, largely responsible for client communications, information discovery and due diligence and financial analysis.

Peter is a Certified Merger & Acquisition Advisor® through the Alliance of Merger and Acquisition Advisors®.