What We Do

Our Services

Delivering results that maximize value.

We provide M&A Advisory and Financing services to middle market companies. We work with companies in a wide range of industries across the United States.

Mergers & Acquisitions

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.

Private Placements

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.

Strategic Financial Advisory

Our team applies decades of experience to provide tailored strategic input for each of our clients and their unique situations. We support middle market companies and help them understand their options as they think about, prepare for and execute upon growth and organizational transitions including acquisitions, sales, capital raises, shareholder liquidity and management buyouts.

Our Latest Transactions

After researching our options, we entrusted Peakview with the sale of our company, and I can say it clearly was a good decision. Peakview was with us through the entire process, and invaluable not only in finding the right buyer but also with virtually every aspect of the transaction. I would highly recommend Peakview Partners to other founders looking for an advisor and partner they can trust.

Doug Meester, Founder & CEO of Waterline Marketing

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

The Peakview team provided crucial guidance throughout the negotiations and due diligence process, was consistently available to address our questions and requests, and approached all aspects of the transaction with professionalism and integrity. Peakview played a critical role in getting our deal to the finish line, and I would recommend this firm to any business owners interested in engaging an investment banking advisor.

Aaron Buckner, Co-Founder, Guidestar Optical Systems

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

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

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

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

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