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
Choose a Banker You Trust: Swoogo Acquired by Eagle Rock Capital
The outcome of an M&A process is important to a founder, and the process itself has inherent volatility. It can be a challenge to ‘stay steady’ day-in and day-out, but a strong relationship built on trust helps ensure ideal outcomes—and a better experience—for all parties.
Competition Drives Results: Agiloft Secures Investment from FTV Capital
How leveraging interest from multiple parties allowed us to close a deal with the right investor, on the founder’s terms.
Build Competition & Be Willing to Walk Away: 7Geese Acquired by Paycor
Generate interest from multiple buyers, know where the synergy and scarcity value is between all the buyers and sellers, and be willing to walk away if you don’t get compelling terms, including valuation.
Partnering with PEAK: The Process
What does it mean to hire an investment bank? How will we help you sell your business? Will you give up control? How much work will you have to do? PEAK Co-founder David Stevenson breaks down the process and shares some stories about what to expect.
Faces of the Lower Middle Market: Investment Bankers
Excerpt from David Stevenson’s 2021 interview with Axial.