Who We Are

The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising. Peakstone was founded on the belief that middle market companies and their owners need and desire high quality advice and execution. Our ability to support our client’s objectives with capital is the foundation of our business and strategy. Our team is comprised of senior investment banking professionals who have decades of experience and have executed hundreds of transactions totaling billions of dollars.

Our Clients

$10 to over $500 million revenue companies owned by entrepreneurs or families seeking capital to sell, grow, refinance, or otherwise capitalize their businesses, now or at some desired time in the future.
Entrepreneurs or families that desire to use top resources to obtain the best results and mitigate risks inherent in transactions that are typically large relative to a client’s net worth.
By retaining Peakstone, a client will (i) obtain a superior financial outcome, (ii) mitigate the risks of a deal falling through or an otherwise negative outcome, and (iii) move at a speed only possible with Peakstone’s commitment and capabilities.

Our Commitment

  • Thoughtful, creative judgment to get transactions completed.
  • Highly experienced team of investment banking and executive professionals.
  • Global transaction capabilities in multiple industries with deep access and breadth of capital.
  • Senior level focus and commitment throughout the process.

Our Core Values

We serve our clients first. We seek to align our clients’ interests with our interests. If we serve our clients well and succeed in helping them achieve their objectives, our own success will follow.

Our assets are our people and reputation. We seek high caliber, experienced investment bankers and corporate executives who bring unique talents and perspectives and can solve business owners’ strategic and capital problems.

We operate as One Firm. We stress teamwork because it produces the best results.

We focus on what our clients want and need and develop a range of solutions to meet those requirements. Not every situation warrants a standard “playbook” solution.

We are determined to achieve excellence and creativity in everything that we do. We examine traditional solutions and then strive to find a better solution to a client’s problems.

Securities offered through Peakstone Securities, LLC member FINRA/SIPC. All investments involve market risks, including the loss of principal. Past performance does not guarantee future results. Information on this website is not intended to be a recommendation or specific investment advice. Securities or companies mentioned are for illustrative purposes only and are not a recommendation to buy or sell. Investment decisions should be made based on an individual’s objectives and risk tolerance. Information on this website is intended for US residents only and does not constitute an offer to buy or sell securities in any jurisdiction to whom it is not lawful to make such an offer. Peakstone Securities, LLC is registered as a broker-dealer in the following states: Click here to see licensed states. The information provided does not constitute an offer to buy or sell in any jurisdiction to whom it is not lawful to make such an offer.
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