Our Process
Build Your Story
We’ll work together to craft your differentiated pitch, including a company deep dive, executive summary, and management deck. While we’ll customize pitches as we go, creating your marketing materials helps us position you and increase your market value from the start.
Engage Buyers
With a strong story in hand, we’ll position you in the market and generate buzz with investors and buyers. Our custom pitches will emphasize the elements of your business that appeal to each buyer. Our goal: to create competitive tension and a sense of scarcity.
Choose A Path
Once we’ve created options, we’ll begin filtering, qualifying, and connecting with more companies and investors as we go. We’ll work together to choose the path that best suits your goals.
Close Your Deal
With multiple stakeholders to manage, final negotiations underway, and piles of paperwork, tensions can build. We’re here to handle the process and run with you all the way across the finish line.
Perspectives
What is Rollover Equity?
Rollover equity allows a business owner to reinvest part of their sale proceeds into the acquiring company rather than cashing out completely. This aligns their interests with the new owners, creates potential for future gains, and offers tax deferral benefits. However, it also comes with risks, such as reduced liquidity and loss of control. For acquirers, rollover equity helps retain founders and lower upfront cash needs, though it can complicate deal structures. Successful outcomes depend on proper negotiation and tax planning.
How Prolonged Inflation Can Impact Your Software Company and What to Consider
As inflation continues to rise, software companies are facing unexpected challenges—from increasing operational costs to shifting customer spending habits. While inflation is often associated with physical goods, its impact on the tech industry can be just as profound. How can software entrepreneurs navigate these economic pressures, maintain financial stability, and continue to grow? This article explores key risks, strategic adjustments, and actionable steps to help your business stay resilient.
The Vital Role of Revenue Predictability in SaaS Valuation
In the SaaS industry, revenue predictability is a key factor in determining a company's valuation. Traditional software models relied on one-time license fees and additional services—leading to unpredictable revenue streams. The shift to cloud-based, subscription models has introduced more consistent, recurring revenue—which investors highly value. This article delves into the types of revenue: recurring, reoccurring transactional, and non-reoccurring transactional and their impact on a company's market worth. Understanding these distinctions is crucial for SaaS businesses aiming to enhance their valuation and attract investment.
DOGE and the Future of GovTech
The Department of Government Efficiency (DOGE), led by Elon Musk, is transforming the landscape for government software companies. With a focus on modernization, cost-effectiveness, and automation, DOGE is creating demand for innovative solutions. While software firms will face increased competition, they’ll also see new opportunities to secure contracts, especially those specializing in cybersecurity and AI. However, the initiative raises legal complexities and ethical questions that companies must navigate. Additionally, small businesses may benefit from the increased opportunities for government contracting.
DeepSeek: How an Innovative Chinese AI Startup Will Change US-Based AI Companies
DeepSeek represents a growing force in AI, particularly with its open-weight models. While American AI companies still lead in innovation, DeepSeek’s rise could challenge their dominance by increasing competition, influencing pricing, and reshaping global AI geopolitics. These developments underscore the dynamic and competitive nature of the global AI industry, with DeepSeek's innovations prompting significant considerations for American AI companies.
The Effect of Trump’s Executive Orders on the Software Industry
President Trump's recent executive orders are set to reshape the software industry, particularly in AI and digital financial tech. Key actions include a shift toward deregulation to accelerate AI development, a $500 billion AI infrastructure project, and a focus on U.S. leadership in digital assets. Additionally, changes to TikTok's future in the U.S. and the removal of federal Diversity, Equity, and Inclusion initiatives could impact software companies' strategies. These shifts present both opportunities and challenges for tech innovation, regulatory uncertainty, and workplace policies.
2025 Predictions: B2B Software M&A
The M&A outlook for the B2B software sector in 2025 is robust, underpinned by favorable economic conditions, substantial private equity resources, technological advancements, and strategic corporate initiatives. Companies are expected to engage in strategic acquisitions to enhance their technological capabilities, expand market share, and adapt to the evolving regulatory landscape. The convergence of these factors suggests a dynamic year ahead for M&A activities in the B2B software industry.
2025 Predictions: B2B Software
The outlook for B2B software in 2025 is promising, with significant opportunities for growth and innovation. Companies that adapt to evolving customer needs, embrace emerging technologies, and prioritize both security and exceptional customer experiences will be strategically positioned for long-term success.
Preparing Your Software Company for an Exit
Building a software business is a pivotal time for any founder, and amid the many factors that arise during that period, a crucial element of your business strategy can be easily overlooked: an exit plan. A well-thought-out exit strategy is essential to realizing the value of your efforts in forming a successful business. Without a clear understanding of how to eventually sell a substantial share–or even the entirety–of your business, the fruits of your labor may never come to fruition.
To help prevent this undesirable outcome, the PEAK team has developed a list of steps to prepare you and your company for an M&A exit. With these steps and a PEAK advisor by your side, you will be the most prepared of all.
Why We Founded PEAK
We followed our moral compasses and built a firm we knew we would believe in, for the long-term. PEAK Co-founders Chad Harding, David Stevenson, and Dave Kirby share how bootstrapping helped them survive in the early days—and relate to their clients, their vision for the future of PEAK, and why team matters most.
Already Have Interested Parties Wanting to Buy or Invest in Your Company?
You should still hire an investment bank.
Banking with a Heart
Pencils Down Podcast with Finalis' CEO and Host, Federico Baradello and PEAK Technology Partners' Founder and Managing Partner, Chad Harding
Long-term Thinking: Black Box Intelligence Acquired by Diversis Capital
Sometimes the highest cash offer isn’t the best deal. Other factors like team, equity, and the long-term survival of a company play a part in our decision making as well.
Selling the Future: apilayer Acquired by Idera
Hire an expert to maximize results. Through collaboration and dedication to crafting the right story for each unique buyer, we were able to secure a premium outcome in an expedited fashion using competitive tension and process expertise.
Impactful Capital: Chime Solutions Receives Investment from BBH Capital Partners
A strong mission matters. When it comes to finding the ideal investor for an impact-driven company, it’s all about the story.
Go the Extra Mile: Jetlore Acquired by PayPal
It’s important to approach the buyer universe creatively and strategically, and to have a strong acquisition rationale for any individual buyer. Our ability to develop a strong acquisition thesis for a less-than-obvious buyer enabled us to create an optimal outcome for Jetlore.
Thinking Outside the Box: DCI Acquired by Marlin Equity Partners
Competitive tension ensures ideal outcomes. Even when we think we know the right option, we challenge ourselves to think creatively and explore unexpected scenarios—you never know what you’ll discover along the way.
The Power of Story: Typhoon Data Acquired by Appriss
Don’t take shortcuts. By spending time getting to know the business and understanding its value, we wrote a story that appealed to potential buyers, while also ensuring an ideal outcome for the Typhoon Data team.
