Boulay Welcomes New Transaction Advisory Manager

Boulay, a leading Twin Cities accounting and consulting firm, recently hired Peter Warcup as a new Transaction Advisory Manager. He joins Boulay with seven years of experience spanning investment banking, mergers and acquisitions, and accounting advisory.

Peter advises founder-led and private equity-backed companies through complex sale and transition processes, guiding C-suite executives from transaction readiness through diligence and close. He brings deep experience in mergers and acquisitions, IPO readiness, and financial due diligence, with a focus on the manufacturing, home services, and construction services industries. Prior to joining Boulay, Peter worked in investment banking, financial accounting advisory, and audit, where he built a strong technical foundation in financial reporting and transaction execution.

Peter holds a Bachelor’s degree in Accounting and is passionate about helping business owners navigate pivotal moments with clarity and confidence.

In his free time, Peter enjoys water and snow skiing, golf and watching Minnesota Viking and Gopher football.

ABOUT BOULAY

Boulay works with individuals, closely held businesses and public companies to help assure their financial success. Our focus is to protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, audit, tax, wealth management and business consulting services designed to “help you get there.”

Founded in 1934 by Joseph A. Boulay, today our team consists of more than 300 team members—including 45 partners and over 100 Certified Public Accountants. We’re headquartered in Minnesota but serve clients across the country and around the globe.

As a proudly independent and locally owned firm, we remain committed to prioritizing the well-being of our clients, team members and community. This autonomy allows us to provide objective advice and customized solutions for our clients, fostering stronger relationships built on trust and accountability. For our team members, we’ve cultivated a workplace culture rooted in collaboration, stability, integrity, and purpose—where every team member has a voice in shaping our future. Most importantly, our independence allows us to reinvest directly into local causes and charitable efforts that reflect our values, strengthening the fabric of the communities we serve.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.