HomeTeam MemberPeter Warcup

Peter Warcup

Peter Warcup

Peter Warcup

Transaction Advisory Manager

Peter joined Boulay in 2026, bringing seven years of experience in investment banking, M&A, and accounting advisory. As a Transaction Advisory Manager, he works with founder-led and private equity-backed companies navigating complex sale and transition processes, supporting C-suite executives from readiness through close. His background includes M&A advisory, IPO preparation, and financial due diligence, with industry experience spanning manufacturing, medical technology, home services, and construction services. Before Boulay, Peter held roles in investment banking, accounting advisory, and audit, equipping him with a strong technical foundation and the ability to deliver practical, financially grounded transaction guidance.

EDUCATION

  • University of Minnesota–Bachelor of Science in Business, Accounting

PERSONAL INTERESTS

  • Snow skiing
  • Water skiing
  • Golf
  • Watching the Minnesota Vikings and Gopher football

FAVORITE BOOKS & PODCASTS

  • Into Thin Air by Jon Krakauer
  • The Big Short by Michael Lewis
  • Shoe Dog by Phil Knight

FAVORITE VACATION DESTINATION

  • Jackson Hole, Wyoming for the great skiing and Old Western-style town.

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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.