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

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.

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.