Our Process

01.

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.

02.

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.

03.

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.

04.

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

Preparing Your Software Company for an Exit

Thoughts

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

Thoughts

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. 

Banking with a Heart

Thoughts

Banking with a Heart

Pencils Down Podcast with Finalis' CEO and Host, Federico Baradello and PEAK Technology Partners' Founder and Managing Partner, Chad Harding

Partnering with PEAK: The Process

Thoughts

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.