Meet the Team

Pete DiFilippo

Principal

Peter (Pete) is a highly accomplished financial executive at C Squared Advisors, LLC, bringing over 25 years of in-depth experience in the banking and financial sectors. At C Squared, Pete applies his extensive industry knowledge to significantly enhance sell-side representations, strengthen banking relationships, and drive key initiatives in capital raises, M&A activities, and refinancing opportunities. His role is pivotal in expanding client brand relationships, leading business development efforts, and fortifying connections with family offices and private equity.

Pete is a prominent figure at industry conferences and is actively engaged in philanthropic efforts through client organizations such as the Dunkin’ Joy in Childhood Foundation, the Popeyes Foundation, the Burger King Macklemore Foundation, the Wendy’s Dave Thomas Foundation, and the Hardee’s and Carl’s Jr. Shining Star Foundations.

Prior to his role at C Squared, Pete held senior positions as a Senior Vice President and Market Leader at prominent financial institutions such as TD Bank and Santander. In these roles, he spearheaded the Restaurant Finance Divisions, significantly expanding franchise lending programs for top-tier brands like Dunkin’, Wendy’s, Burger King, and Popeyes. Throughout his career, Pete has successfully sourced, structured, and closed transactions exceeding $2 billion, serving multi-unit franchisees, franchisors, and commercial banking customers across the U.S. His contributions have earned him numerous accolades and widespread recognition within the industry.

Pete is known for his exceptional ability to build and maintain strong relationships with both clients and industry peers. His steady leadership, combined with his profound expertise, has solidified his reputation as a respected and admired figure in the financial sector.

To connect with Pete or learn more about his work, visit his LinkedIn profile, where he remains highly active.

I’ve known Carty for 25 years as a competitor, advisor and representative on M & A transactions. Although I’ve completed hundreds of restaurant financing transactions in my career, when it came time to sell part of my Wendy’s business, my partner and I immediately hired Carty. The expertise required to sell a franchise business is much different than financing that business. Carty is tough, fair, and focused on finding ways to get a deal done. We’ve been on both sides of transactions with Carty. I’d rather have C Squared on my side of the table.

Hans Sohlen 30+ year Restaurant Financial Advisor and Wendy’s franchisee
More from our clients