Peter Heald in

Peter Heald

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Partner, Advisory Growth at Citrin Cooperman
📍 San Diego County, California, United States

Peter Heald is a Partner in Advisory Growth at Citrin Cooperman, focusing on outsourced accounting and CFO services for mid-market companies. With over 20 years of experience, he has a proven track record in M&A and corporate growth, notably as the former CEO of Signature Analytics. He holds an MBA from USC Marshall.

Peter is passionate about helping entrepreneurs succeed by building and improving company culture, which he believes is the fundamental path to greatness. His mission is to provide clients with the strategic vision and analytical decision-making needed to achieve their business goals, creating brands that stand for quality and integrity.

He successfully founded, grew, and led his company, Signature Analytics, through its strategic acquisition by his current firm.

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Experience
23 Years
Current Role
Partner, Advisory Growth
Location
San Diego County, California, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Peter cares about

Company Culture
Explicitly states that he is passionate about building and improving company culture, believing it is the "path to greatness" for an organization.
Mergers & Acquisitions
Has extensive experience as an M&A advisor and in executing strategic deals, a key focus in his previous and current roles.
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Career

Work history

11-2024
Partner, Advisory Growth
Citrin Cooperman
10-2016 - 11-2024
CEO
Signature Analytics
10-2015 - 10-2016
Managing Director (M&A Advisor)
Shoreline Partners, LLC
8-2007 - 9-2015
President
Cumming Corporation
1-2002 - 8-2007
Managing Director
CBRE
In the press

Media appearances

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Education
1998 - 2000
MBA
USC Marshall School of Business
1989 - 1995
BS
California Polytechnic State University-San Luis Obispo
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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