The Firm

Peakview Partners is a premier boutique investment bank that provides M&A Advisory and Financing services to middle market companies. We focus primarily on $10 – $150 million transaction sizes and work with companies in a wide range of industries across the United States.

We are involved in all aspects of the transaction, with senior bankers leading the marketing process, as well as preparing the marketing materials, target acquirer lists, and management presentations. We are hands-on throughout the process, driving a competitive process, leading the negotiations, and managing the closing process.

We source our clients through a referral-only network and are very selective with respect to the engagements we pursue.

What We Do

Our Partners are experts at managing an organized and expeditious sale or acquisition process. We work with companies in a broad variety of industries, with services that include assisting with information memorandums, forecasts, valuations, negotiations and strategic decisions.

We can manage a highly targeted process or reach out to hundreds of potential acquirers – both strategic and financial. Our network of 2,000 institutional investors, including a proprietary data base tracking these funds’ investment parameters, allows us to quickly target and access institutional capital.

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We assist middle market companies that are preparing to raise equity, mezzanine and senior debt capital to fund one or more of the following objectives:

  • Internal growth
  • Acquisitions
  • Shareholder liquidity
  • Management buyouts

Our objective is to facilitate and accelerate the capital raising process, and create a competitive process that allows our clients to negotiate favorable investment terms. We are involved in all aspects of the transaction, including documentation preparation, presentation coaching, investor introductions, and structuring and negotiating terms of investment.

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The Team

With over 90 years of investment banking experience, the Partners bring a wealth of middle market and wall street experience to clients.

Warren Henson
Partner

Warren has made a career in investment banking for 30 years, working with two boutique firms and on Wall Street. He specializes in mergers and acquisitions, and has been the lead banker on M&A transactions exceeding $1 billion in aggregate value.

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Tim Dailey
Partner

Tim has been an investment banker for 30 years, working for two Wall Street firms and five boutique firms. He specializes in Mergers & Acquisitions and Private Placements, and has led over 100 M&A transactions and 75 Private Placements of equity and debt capital.

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Alan Mayer
Partner

Alan has more than 30 years of transactional experience as an investment banker and corporate attorney. He has completed over 100 M&A and corporate finance transactions representing entrepreneurs, privately-held business owners, private equity firms and publicly-traded companies.

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Jamie Cowan
Senior Vice President

Jamie is a finance and strategy professional with more than 15 years of experience in deal execution, due diligence, management consulting, strategic planning and operational improvement across multiple sectors.

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Alexis Sewolich
Chief Operating Officer

Alexis joined Peakview Partners in 2017 as Chief Operating Officer. In her role, Alexis executes various firm initiatives and manages the operational and administrative aspects of the business.

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Testimonials

Tim Dailey was integral in the sale of ProCoat Systems. From our initial meeting as we prepared the company for sale, to the Information Memorandum, through the Due Diligence process and on through the final close, Tim was amazing – handling any issues that arose, negotiating with multiple potential buyers, and creating a transaction that worked for all parties. We are grateful for his help and guidance and would recommend their services to any owner considering selling their business.
Jim, Randy & Marty Diner, Co-Owners of ProCoat Systems
Tim Dailey’s expertise and experience in negotiation and getting to the finish line is second to none. In the end it was an absolute win-win for the seller and the buyer.
Bruce Byrd, CEO & Co-Founder of Rocky Mountain Mechanical Systems
Tim Dailey set up a road show with top funds from across the country. His firm drove a competitive process that enabled us to negotiate favorable terms.
Eric Stafford, former CFO of Httprint
Tim Dailey’s expertise is the only reason my deal got to a close. Tim worked tirelessly for my best interest, leveraging his years of M&A experience to negotiate the LOI, and then help manage the process through due diligence, documentation and closing. He is an absolute pleasure to work with. I would recommend Tim and his team to anyone who is contemplating selling their life’s work.
Steve Ward, Founder & CEO of VIEVU
Tim Dailey managed a competitive process to maximize our selling price. Tim’s assistance throughout the process was a significant value, and we recommend engaging Tim and Dave if you are considering selling your business.
Dan Gutrich, CEO of E Plan Services, Inc
Warren – Gus, Mike, and I wanted to express our sincere gratitude for all of the work and effort you both put forth to get this deal done. I was impressed that you and your team fought for us until the end and I mean the END. Not once did you take the easy road, nor did you allow us to roll over. Your knowledge of our company was impressive and we were proud to have you represent us during this endeavor. Choosing you is one of the best decisions we have ever made!
Bill Cramer, President of Access Mediquip
Warren was a trusted and experienced advisor throughout our entire transaction process. He quickly understood our industry, strategic interests, and business needs and worked as part of our team to define the optimal capital structure and consulted on helping us to choose the right financial partners to achieve our company’s vision. The combination of delicate strategic investment advice and consultation with high-energy execution and process management enabled us to move quickly and get our deal done. I would highly recommend Warren to any company with prospects for high growth.
Hugh Lytle, President of AXIA
Warren and his team brought experience and perspective to the process that we never would have had otherwise. He and his team kept the process moving smoothly and provided valuable information along the way.
Bruce Kelley, CEO of Colorado Container
Warren and his team did an outstanding job creating a competitive process. They were instrumental in structuring, negotiating and closing the transaction. Warren provided the senior-level attention he promised from the onset and helped guide me through what can be a challenging time in selling your business.
Scott Lynes, President & Owner, Imprints Wholesale, Inc
Our company has worked with Warren for several years and our principals have a keen appreciation not only for his experience and expertise, but also his honesty. After considering several investment bankers, many larger, national firms, we were extremely pleased with our selection of Warren and his team to facilitate our initial transaction.
Charles Stroupe, CEO Medegen Holdings, LLC
Warren and his team managed a smooth process from start to finish. He had a clear and intense focus from initial due diligence through final discussions and negotiations to find the best buyer for Timberline.
Dan McCallin, President, Timberline Industries
Being a family business for more than 50 years, we were concerned that the values and reputation of Westone be preserved. Warren and his team did a great job in finding the buyer and working through the process with us. Professional all the way.
Rick Morgan, Shareholder and VP of R&D, Westone
Warren and Tim played a critical role in the successful negotiation and provision of advisory services related to our transaction. They have significant subject matter knowledge as well as a respectful but firm negotiating style that fit well with the community orientation of Denver Health and Hospital Authority. I would not hesitate to recommend Peakview Partners for other transactional advisory services.
Peg Burnette, CFO, Denver Health
Peakview’s senior level bankers understood the important work LABS performs for the organ, eye and tissue donation industry and were dedicated to ensuring the transaction process resulted in a great outcome for AlloSource and its stakeholders. Based on our experience, we would use Peakview Partners for any future transactional needs.
Tom Cycyota, President and CEO, AlloSource
Peakview Partners came highly recommended to me and was an invaluable advisor during every step of the acquisition, including negotiating, structuring and funding the acquisition of CTI. I highly recommend Peakview to any business owners considering acquisitions or selling their companies.
Tom Montgomery, Founder & CEO, Accelerated Services LLC
Peakview Partners performed AAC’s market outreach and buyer negotiations with professionalism and tenacity that resulted in multiple offers. We are very excited by the outcome, having found an acquirer that will be an ideal steward of our clients and employees going forward. It was a pleasure working with the Peakview team and we would gladly recommend them to anyone looking to sell a middle market company.
Alan Downey, Founder & CEO, Affiliated Acceptance Corporation
The Peakview team was great to work with, providing crucial advice throughout the negotiations. I could not have gotten this transaction closed without their guidance and support, and I would recommend them to any owners interested in engaging a sell-side advisor.
Paul Trunzo, Owner & President, Tru-Flow

Clients

The principals have led and successfully closed more than 250 transactions, representing an aggregate value over $2.5 billion.

Warren Henson
Partner
Warren Henson

Contact

warren@peakviewpartners.com
(303) 545-9500

Education

MBA from the University of Chicago, BS in Chemical Engineering from the University of Colorado

Licenses

Series 7, 24 & 63 securities licenses

Warren Henson
Partner

Warren has made a career in investment banking for 30 years, working with two boutique firms and on Wall Street. He specializes in mergers and acquisitions, and has been the lead banker on M&A transactions of approximately $1.2 billion in aggregate value. His clients are entrepreneurs and family-owned businesses, as well as public and private equity owned companies. He was President of Green Manning & Bunch for nearly 10 years, leading one of the most well-respected boutique investment banking firms in the western US.

Warren is a recognized expert in the industry and a frequent speaker on M&A and capital raising topics. He’s a Director of the Denver Botanic Gardens Endowment and Chairman of the Investment Committee, and a Director of the Economic Club of Colorado.  An avid collector of Burgundy wines, he’s the Grand-Senechal of the Confrérie des Chevaliers du Tastevin, Sous-Commanderie of Denver.

Tim Dailey
Partner
Tim Dailey

Contact

tim@peakviewpartners.com
(720) 962-9292

Education

MBA from the University of Chicago, BA from Williams College

Licenses

Series 7, 63 & 79 securities licenses

Tim Dailey
Partner

Tim has been an investment banker for 30 years, working for two Wall Street firms and five boutique firms. Prior to co-founding Peakview Partners, Tim co-founded Dailey Partners in 2010 and founded ClearCreek Partners in 1999. He specializes in Mergers & Acquisitions and Private Placements, and has led over 100 M&A transactions and 75 Private Placements of equity and debt capital.

Prior to transitioning to middle market investment banking in 1997, Tim worked in the M&A and Equity Capital Markets departments at Dillon Read and JP Morgan in New York City, Chicago and San Francisco. Tim has served on the Board of Directors and Advisory Boards of several privately held companies, while also serving as an expert witness on investment banking-related litigation.

Tim holds a BA from Williams College (including one year at Oxford University), an MBA from the University of Chicago, and Series 7, 63 & 79 securities licenses.

Alan Mayer
Partner
Alan Mayer

Contact

alan@peakviewpartners.com
(303) 545-9500

Education

JD from the University of San Francisco School of Law, BA from the University of Colorado

Licenses

Series 7 & 63 securities licenses

Alan Mayer
Partner

Alan has more than 30 years of transactional experience as an investment banker and corporate attorney. He has completed over 100 M&A and corporate finance transactions representing entrepreneurs, privately-held business owners, private equity firms and publicly-traded companies.

Alan has been an investment banker for the last 20 years, including five years as a Partner of a boutique merchant banking firm and 12 years as a Managing Director at Green Manning & Bunch, a well-known middle-market investment banking firm. Most recently, Alan founded his own transaction advisory firm, Mayer Business Advisors, where he completed numerous engagements. Alan’s M&A experience covers a wide variety of industries, including manufacturing, distribution, food and consumer, business service, technology and healthcare.

Alan started his career as a corporate and securities attorney and maintains his Colorado law license. He is a frequent lecturer to the Colorado Bar Association. Alan holds Series 7 & 63 securities licenses.

Jamie Cowan
Senior Vice President
Jamie Cowan

Contact

jamie@peakviewpartners.com
(303) 545-9500

Education

MBA from the University of Chicago, BSE from the University of Michigan

Licenses

Series 7 & 63 securities licenses

Jamie Cowan
Senior Vice President

Jamie is a finance and strategy professional with more than 15 years of experience in deal execution, due diligence, management consulting, strategic planning and operational improvement across multiple sectors. As a Partner with Hydro Venture Partners, Jamie focused on investing private capital and providing strategic input to technology companies in the water space. Prior to Hydro Venture Partners, Jamie co-founded MWH Infrastructure Development, Inc., a firm that identifies and develops opportunities to match private financing with water and renewable energy projects. Jamie previously spent six years as a management consultant focused on strategic business planning, finance and growth support for organizations in the food/beverage, manufacturing and city/local government sectors.

Jamie is an active and founding member of the Women in M&A Network, a Board Member of the Economic Club of Colorado, a member of several water technology advisory committees, and speaks at industry conferences on current trends in sustainability and water technology.

Jamie holds an MBA from the University of Chicago Booth School of Business, a Bachelor of Science in Civil and Environmental Engineering from the University of Michigan and Series 7 & 63 securities licenses.

Alexis Sewolich
Chief Operating Officer
Alexis Sewolich

Contact

alexis@peakviewpartners.com
(303) 545-9500

Education

BS from Kansas State University

Licenses

Alexis Sewolich
Chief Operating Officer

Alexis joined Peakview Partners in 2017 as Chief Operating Officer. In her role, Alexis executes various firm initiatives and manages the operational and administrative aspects of the business. She is responsible for database management, marketing communications, website maintenance and event planning. Alexis oversees media relationships, conference participation and sponsorships. Previously, Alexis worked for eight years as a member of the operations team with the investment banking firm Green Manning & Bunch. Most recently, she was an Enterprise Solutions and Delivery Analyst for CoBiz Financial where she managed projects and assisted with applications utilized by her assigned business units.

Alexis graduated from Kansas State University with a Bachelor of Science degree in Personal Financial Planning and a minor in Business Administration.

Tru-Flow Acquired By SemiTorr

Peakview Partners is pleased to announce that Tru-Flow, headquartered in Denver, CO, has been acquired by SemiTorr. Peakview served as the M&A advisor to Tru-Flow in this transaction.

Paul Trunzo, Tru-Flow’s Owner & President, said “The Peakview team was great to work with, providing crucial advice throughout the negotiations. I could not have gotten this transaction closed without their guidance and support, and I would recommend them to any owners interested in engaging a sell-side advisor.”

Tru-Flow is a distributor and manufacturers’ representation firm that provides products and solutions for the biotech and pharmaceutical industries. Tru-Flow offers top quality, industry-leading products to ensure process up-time and long-term performance. It offers a wide variety of products including pumps, valves, sensors, disposable bags and assemblies, cleaning and washing equipment, elastomers, pipe insulation, and custom piping assemblies. For more information, please visit www.tru-flow.com.

This is SemiTorr’s first acquisition since being acquired by Transom Capital Group (www.transomcap.com), a leading operations-focused middle market private equity firm, in December 2018. SemiTorr, founded in 1988, has expanded nationally to support a wide array of markets throughout the United States. For more information, please visit www.semitorrinc.com.

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How to Sell Your Business: The Insider's Guide for a Successful Sale

Peakview Partners collaborated with John A. Leonard of Fairfield and Woods, P.C. on a three-part webinar series entitled "How to Sell Your Business: The Insider's Guide for a Successful Sale".  Each webinar is no more than 1-hour in length and covers participant Q&A.

Recordings are available here:

Webinar 1: Preparing the company for sale and being aware of three key documents for the early stages of the sale process.

Webinar 2: Discussion of the actual transaction process with a focus on best-practice tips to ensure a successful sale.

Webinar 3: Tips for the details of rollover equity, earnout, employment agreements, non-competes, indemnity, claims, carve-outs, baskets, caps, escrows, insurance and lease of real estate.

If selling a business is a consideration for the future, gain immediate insight for avoiding typical pitfalls in this series.

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Peakview Partners sells stake in FBO

Peakview Partners is pleased to announce it served as the exclusive sell-side advisor on the sale of a minority position of a leading Fixed Base Operator (“FBO”).

The owner (confidential) of the minority interest said, “Peakview orchestrated a very competitive bidding process for the sale of my ownership interest and held all potential bidders to a tight timeline. This resulted in a quick closing for a price that was much higher than expected. Peakview demonstrated exceptional professionalism and competency throughout the sale process. I would absolutely use Peakview again for future transactional needs.”

FBOs provide a broad range of aeronautical services to the aviation community, including fuel supply, aircraft ground support, passenger and crew services, aircraft parking and storage, on-demand air charter, aircraft maintenance and overhaul facilities, and business aircraft and fractional ownership fleet management.

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LABS, Inc. sold to an undisclosed international strategic buyer

Peakview Partners is pleased to announce it acted as exclusive M&A advisor to AlloSource in the sale of its wholly-owned subsidiary, LABS, Inc., to an undisclosed international strategic buyer.

Tom Cycyota, President and CEO of AlloSource, said “Peakview’s senior level bankers understood the important work LABS performs for the organ, eye and tissue donation industry and were dedicated to ensuring the transaction process resulted in a great outcome for AlloSource and its stakeholders. Based on our experience, we would use Peakview Partners for any future transactional needs.”

LABS operates specialized laboratories in multiple locations in the U.S. The company provides laboratory services specialized for transplantation and biomedical applications, with a testing menu that includes infectious disease agent screening, histocompatibility, clinical microbiology and sterility testing. The parent company, AlloSource, has a mission to provide innovative cellular and tissue allografts to advance patient healing. It serves customers in the U.S and internationally from its Colorado facility. Learn more at www.allosource.org.

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Peakview Partners expands investment banking team

Peakview Partners is pleased to announce two new additions to its investment banking team.

Alan Mayer joined Peakview Partners as a Partner in February. Alan has completed over 100 M&A and corporate finance transactions representing entrepreneurs, privately-held business owners, private equity firms and publicly-traded companies. He has more than 30 years of transactional experience as an investment banker and corporate attorney, including 12 years as a Managing Director at Green Manning & Bunch, a well-known middle-market investment banking firm. Alan’s M&A expertise covers a wide variety of industries, including manufacturing, distribution, food and consumer, business service and healthcare. Alan maintains his Colorado Law license and holds a Series 7 securities license.

Jamie Cowan joined Peakview Partners as a Senior Vice President in March. Jamie is a finance and strategy professional with more than 15 years of experience in deal execution, due diligence, management consulting, strategic planning and operational improvement across multiple sectors. Previously, as a Partner with Hydro Venture Partners, Jamie focused on investing private capital and providing strategic input to technology companies in the water space. Prior to Hydro Venture Partners, Jamie co-founded MWH Infrastructure Development, Inc., a firm that identifies and develops opportunities to match private financing with water and renewable energy projects. Jamie is an active and founding member of the Women in M&A Network, a board member of the Economic Club of Colorado and holds a Series 7 securities license.

To read more about Alan, Jamie and the other members of the Peakview Partners team, please click here.

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Project One Integrated Services has merged with Cumming

Peakview Partners is pleased to announce that Project One Integrated Services has merged with Cumming, an international construction consultancy. Peakview served as the exclusive M&A advisor to Project One in this transaction.

Founded in 1999 by Mike Palumbo and Tristin Gleason, Project One provides project management and owner representation services that focus on the planning, oversight and implementation of large-scale capital construction projects. The group has worked on more than 500 assignments representing nearly $6B in project value across the U.S. and Canada. Project One’s experience includes work on hospitals, large healthcare clinics, corporate office buildings, multifamily residential projects, cultural facilities and civil and infrastructure projects. Project One will operate as a stand-alone subsidiary of Cumming. The office will continue to be managed by Palumbo and Gleason but will work in close cooperation with Cumming’s established local team.

“Combining our expertise and resources with Cumming allows us not only to meet the expanded needs of our current clients and grow our client base, but it will also provide new and important growth opportunities for our staff,” Palumbo said. An expert provider of construction project and cost management services, Cumming has assembled a diverse portfolio that includes work in the healthcare, education, commercial, hospitality, retail, entertainment and high-end residential sectors. The firm has more than 400 assignments underway at any given time and has worked on projects worldwide with a collective value exceeding $150B. “Cumming has a track record of consistently adding value to complex projects, and the joining of our teams will provide our collective client base, especially those throughout Colorado and neighboring states, with even more resources to help achieve their development-related goals,” Cumming founder and CEO Finlay Cumming said.

For more information, please see: www.ccorpusa.com and www.project-1.com

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