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 from start to finish. Marketers …
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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 for our capital raising efforts. …
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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 creativity, perseverance and ingenuity of …
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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, commercial lending, electronics manufacturing, medical …
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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 (technology solutions to real estate …
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Nicholas Patrick joins The Peakstone Group as Managing Director
August, 2016. Nicholas Patrick joins The Peakstone Group as Managing Director, where he is responsible for transaction origination and execution. Prior to joining Peakstone, Nicholas spent nine years at Citadel, a hedge fund with more than $25 billion under management. Most recently, he was the Director of Operations and responsible for the day-to-day operations of the Citadel Global Equities Business Unit. …
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Closed Deal Announcement – Peakstone Advises UPF Services on Sale to Chronos Solutions
August, 2016. Peakstone served as exclusive M&A advisor to UPF Services on its sale to Chronos Solutions. UPF Services is a Spokane Valley, Washington-based provider of process-driven services and technology solutions for the real estate and mortgage industries. Acquiring UPF Services was highly strategic for Chronos. UPF Services’ offerings – document preparation and recording, lien release, flood hazard compliance and …
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Closed Deal Announcement – Peakstone Advises Rosenberg on Strategic Partnership with ADG
Closed Deal Announcement – Peakstone Advises PepperJax Grill on Sale Transaction
December, 2016. Peakstone served as exclusive M&A advisor to PepperJax Development Company (“PepperJax” or the “Company”) in connection with its sale to TA Associates. Peakstone also advised the Company on the acquisition of its franchisees and assisted in negotiating and structuring critical contracts and leases associated with the transaction. PepperJax is a rapidly growing fast-casual restaurant offering “America’s Best Philly” …
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Closed Deal Announcement – Peakstone Advises H A Logistics on the sale of its H A Advantage division to AFN
July, 2016. H A Logistics has sold its H A Advantage division based in Columbus, Ohio to AFN. H A Advantage provides a proprietary transportation management system and a LTL optimization capability. AFN is a third party logistics service provider based in Niles, Illinois. The acquisition of H A Advantage will provide AFN the ability to offer greater value to …
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