Our Team
The Team
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Over 100 years of investment banking experience.
With over 100 years of investment banking experience, our senior bankers bring a wealth of middle market and Wall Street experience to clients.
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Warren has made a career in investment banking for over 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 $1.5 billion in aggregate value.
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Tim has been an investment banker for over 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 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 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 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.