Baldwin Advisory brings M&A and transaction advisory, fractional CFO leadership, and finance & accounting operations under one roof — so every growth decision, acquisition, and exit move is built from one coordinated plan, not a patchwork of advisors catching up at closing.
Most growing companies assemble their financial bench one piece at a time — a bookkeeper here, a banker there, a deal advisor brought in at the last minute. The result is expertise that never quite connects, and decisions made without the full picture.
Baldwin Advisory was built to be the opposite: one partner carrying M&A, CFO, and finance & accounting expertise together, so the strategy, the numbers, and the transaction all move in the same direction. For more than two decades, we've sat on every side of the table — operator, advisor, and counterparty — and we bring that whole view to founders and owners at the moments that matter most.
Three connected disciplines, delivered by one team. Whether you're scaling, acquiring, integrating, or preparing to sell, the work is coordinated end to end.
Buy‑side and sell‑side support from first model to final close — and through the integration that follows.
PE‑grade financial leadership and a clean, audit‑ready close — without the full‑time overhead.
The operational backbone that keeps growth, transitions, and turnarounds on solid ground.
Most owners manage a roster of disconnected specialists and become the only person who sees how it all fits together. That's a heavy job to carry alone — and it's where good decisions quietly slip.
We work differently. The same team that builds your forecast understands your deal, and the team that runs your close knows what a buyer will look for. The strategy, the numbers, and the transaction stay in one conversation — so nothing gets lost in the handoffs.
The result is fewer surprises, faster decisions, and an owner who can finally stop being the integration layer between their own advisors.
Peter has spent 25 years in M&A advisory, restructuring, and operating CFO roles — advising on more than 75 transactions representing over $42 billion in total value. He has been the operator inside the business, the advisor across the table, and the steady hand through transitions and turnarounds. That full‑cycle perspective is what clients hire: an advisor who understands not just the deal, but everything that has to be true before and after it.
Whether you've been referred to us or found us on your own — if you're thinking about a transaction, an exit, or building the financial foundation to get there, we'd like to hear about it.
Book a 30‑minute introductory call, or send us a note. No obligation, no pitch deck — just a conversation about where you are and where you're headed.
Schedule a 30‑Minute Call Email info@baldwinadv.com