Investment banking for AI, software, and tech-enabled services companies. Partnering with founders to sell or raise capital. Your success is our singular focus.
Entrepreneurial
Bootstrapping, managing growth, or prepping for an exit? We’ve been there. Many PEAK team members have operated companies themselves.
Dedicated
When we partner with you, we become a part of your team. We’ll channel our grit and determination to ensure we achieve a favorable outcome, together.
Aligned
We’re on your side. We only ever serve sellers, and we structure our incentives to focus on successful outcomes with maximized valuations.
Our Approach
We believe that competition drives results, so we build interest from multiple parties to negotiate your best possible outcome.
Some firms cast a wide net. Others take an entirely custom approach. We believe the solution lies somewhere in the middle. We build a specific pitch for each potential buyer, but we don’t let customization limit our search. We’re constantly finding creative options to achieve your goals.
One in five strategic acquirers walked away from a deal in the past year specifically because of AI disruption risk to the target's business. Not a valuation gap. Not diligence surprises. AI risk. That finding, from Bain's 2026 M&A Practitioners Survey of 303 executives, should reframe how every founder thinks about what it means to be deal-ready.
Buyers aren't asking "do you use AI?" They're asking something harder: could an AI-native competitor replicate your core value proposition in 18 to 24 months? If the answer is yes, or if a founder can't make a confident case for why the answer is no, the deal is carrying a structural liability before the first management presentation. McKinsey's State of AI found that only 6% of organizations qualify as true AI high performers. In diligence, that distinction is the dividing line between a premium signal and a yellow flag.
Founders entering a sale process need two things prepared before the first management presentation: a displacement defense and proof of adoption. Not a roadmap. Feature lists don't survive diligence. Workflow evidence does.
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.
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.
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.
“PEAK was great. The other bankers said that we should expect a low valuation and really pressured me to sign; but I felt they were just looking to make a quick buck. PEAK put in place a methodical process, explained what was happening at each stage, and gave solid advice throughout. And they never once pressured me to do something I did not want.”
Colin Earl Founder & CEO, Agiloft
“It was eye opening to speak to someone with so much experience. PEAK was just so knowledgeable and down to earth. They built a really solid relationship to the point where I felt like I could trust them completely.”
Shane Dittrich Co-founder & CEO, House of Design
“The PEAK team brought a level of preparation, market insight, and hands-on partnership that made all the difference. They understood our business and our industry from day one, ran a disciplined process, and were fully engaged with us through every stage of the transaction. We couldn't have asked for a better advisor to help us find the right partner in Insight Partners and VisualLogix.”
Kevin Maddux President & CEO, AutoSprink (M.E.P.CAD, Inc.)
“PEAK was highly committed, responsive, and operated with integrity throughout. At critical moments, they went above and beyond with deep experience in software technology companies. The buyer respected and trusted them, which materially helped in navigating challenges and maintaining momentum.”
Keith Longworth Co-Founder, Guardhouse
“PEAK provided any and all feedback I requested about any part of the process as I had a lot to learn and understand. While the process was grueling at times, I always knew that PEAK was fully committed to our efforts and completing our transaction. PEAK provided valuable guidance throughout I can’t recommend their services any more highly.”
Kent Johnson CEO, TruePoint
“As a first time target, the process of an exit can be daunting, overwhelming, stressful, exhilarating, and many other emotions. PEAK was there through all of it to help me stay on track and stay focused to get the deal done. They seamlessly managed the process and allowed me to continue to run my business concurrently.”
Ray Potter CEO, SafeLogic
What buyers say
“We have always had a great experience working with PEAK on new opportunities. We find them to conduct a highly professional process that helps to maintain a strong relationship between us and technology-oriented founder-sellers. We look forward to both building on our relationship and to keep working together.”
“Throughout the acquisition process with the seller, Peak Technology Partners displayed their professionalism, unwavering commitment, and expertise, which translated into a successful transaction. We look forward to any future opportunities to work together again.”
Brian Cronin Head of Corporate Development, Sallie Mae
“From providing an offer to navigating towards closing, Idera prides itself in its ability to move quickly and provide certainty to Sellers. PEAK was able to recognize and reciprocate that initiative through their proactive communication, attention to detail, and valued partnership throughout the process.”
Trey Chambers CFO, Idera Corp.
Testimonials may not be representative of the experience of other clients and are no guarantee of future results. No compensation was provided for these testimonials.
Access
In over five decades of sell-side banking, we’ve built strong relationships with buyers and investors across the global technology ecosystem.
