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Recent News

Closed Deal Announcement – Peakstone Advises on Sale of SaaS Marketing Services Company

January, 2017.  Peakstone served as exclusive M&A advisor to Persio on its sale to Clutch.  Persio is an intelligent mobile marketing platform that uses behavioral and demographic data to drive revenue, acquisition and retention for SMS, app and web.  Designed simply and with an intuitive UI, the cloud-based solution efficiently manages the mobile campaign process […]

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Closed Deal Announcement – Peakstone Serves as Strategic Advisor to itemMaster

January, 2017. Peakstone served as strategic advisor to itemMaster (“iM” or the “Company”) in connection with its capital raising efforts.  ItemMaster is a cloud-based, on-demand Content as a Service (CaaS) platform that enables brand owners to deliver Certified Brand Content™ seamlessly across today’s digital ecosystem. “Peakstone provided valuable strategic support as we prepared our outreach […]

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Peakstone Selected as Finalist for M&A Investment Banking Firm of the Year

December, 2016. Peakstone is pleased to announce that we have been selected as a finalist for the 15th Annual M&A Advisor Awards for Investment Banking Firm of the Year. “Since the inception of the M&A Advisor Awards in 2002, we have been recognizing the leading dealmakers, firms and transactions. And each year we celebrate the […]

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Dan Sholem joins The Peakstone Group as Managing Director

October, 2016. Dan Sholem is a Managing Director at Peakstone Group where he is responsible for transaction origination and execution. Dan brings over 20 years of experience in corporate finance, primarily focused on advising clients on debt and equity financing to fund a variety of equipment transactions. Dan’s client advisory industry experience includes aviation, construction, […]

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Peakstone Closes 25 Deals in 25 Months

In the last 25 months, Peakstone has closed the following 25 transactions. In each case, we solved a unique capital need for a business owner.  We welcome discussions with business owners interested in liquidity, growth capital, or other needs. #25: Sale of Brett Equipment (distributor of trailer parts and hitches) to SOGID #24: Sale of UPF Services […]

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