About Us

Our History

Dedicated and Senior-level Expertise Throughout the Entire Transaction Process

Founded in 2015, Peakview Partners was established to provide focused and dedicated Partner-level advisory services for M&A and Financing transactions. Tim Dailey and Warren Henson, both with 30+ years of investment banking experience, came together with the vision of creating a boutique firm large enough to leverage a breadth of diverse experience while small enough for the Partners to deliver expertise and tailored support across the entire process directly to each client. Warren and Tim met nearly 20 years ago, and they worked on numerous transactions together when Warren was with Green Manning & Bunch, and Tim had his own boutique investment banking firm. They also became friends over-the-years, leading them to decide to launch Peakview Partners together. Alan Mayer, Partner, and Jamie Cowan, Senior Vice President, joined Peakview Partners in March of 2018. Culture is a key factor in Peakview Partners’ success and the team works hard to identify, understand and partner with organizations for whom they can provide the most value. Peakview strives to highlight what is working well while helping to uncover and improve areas needing attention for an optimal transaction. Peakview runs an organized, timely process allowing our clients to keep their focus where it is meant to be – on their businesses, families and plans for the future.

Our mission is to provide our clients with unbiased and expert financial advice, and generate superior outcomes from M&A and financing transactions.

Our Services

Mergers & Acquisitions

Our Partners are experts at managing an organized and expeditious sale or acquisition process.

Private Placements

We facilitate and accelerate the capital raising process, resulting in better outcomes.

Strategic Financial Advisory

We provide tailored strategic advice to each client and their unique situations.

The Team

With over 100 years of investment banking experience, the senior bankers bring a wealth of middle market and Wall Street experience to clients.

Selling BrightStores was a once in a lifetime event and the culmination of my life's work. The process was difficult, challenging, ridiculously complex and emotional. Peakview made it look easy to navigate through the madness and talk me off a ledge. I am not sure that I would have gotten it done without Peakview and for that I will be forever grateful.

Dan Halama, Founder & CEO of BrightStores

Peakview helped us successfully navigate one of the biggest events of our history. Their deep experience, thoughtful representation and creative thinking were key to us finding a great partner and getting to the closing table in the right way.

Sam Eidson, Co-Founder of 90octane

Peakview did an incredible job navigating the successful sale of our company to an international acquiror. Peakview conducted a comprehensive marketing process that left no stone unturned, and ultimately found a fantastic strategic fit with Opteon / Apex. Given my name is on the door, this transaction was the culmination of a lifetime of work for me, my team members, employees and appraisers. Peakview intuitively understood the importance of that legacy and worked incredibly hard in all phases to ensure that our transaction objectives were met. Doing a deal during COVID with an international buyer was not easy, but Peakview’s expertise and professionalism carried the day. I couldn’t be happier with the result Peakview helped attain for us.

William Fall, CEO, The William Fall Group

We are excited about the opportunity represented by a partnership with Atlas. Peakview Partners was instrumental at every step of the process. Their extensive transaction experience, strong organizational skills and frequent communication with our team allowed us to navigate, negotiate and favorably close the deal. We would recommend Peakview for even the most complicated transaction!

Eric West, Founder of WesTest

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

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

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

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