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



M&A Advisor

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



M&A Advisor

   



Closed Deal Announcement – Peakstone Advises PepperJax Grill on Sale Transaction



M&A Advisor

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



M&A Advisor

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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Closed Deal Announcement – Peakstone Advises CYLX on Sale to Bison Group LLC



M&A Advisor

   



Christian Colucci Joins Peakstone as Managing Director

April, 2016. Christian Colucci is a Managing Director at The Peakstone Group with over 15 years of investment banking experience. Christian has completed over 50 M&A and capital raising advisory assignments for middle market and large capitalization clients mostly in the industrial and consumer sectors. Christian has primarily focused on the middle market throughout his career and has completed transactions …
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Andy Savarie Joins The Peakstone Group as Managing Director

April, 2016. Andy Savarie is a Managing Director at The Peakstone Group and has over 25 years of investment banking and entrepreneurial business experience. Andy has advised clients of all sizes on well over 100 M&A and financing transactions totaling over $125 billion in market value across a variety of industries including general industrial, automotive, technology, healthcare, financial services and …
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Closed Deal Announcement – Peakstone Advises Clearbrook Farms on Sale to Glencoe Capital



M&A Advisor

March, 2016. Peakstone served as exclusive financial advisor to Cincinnati Preserving Company, Inc., dba Clearbrook Farms, on its sale to Glencoe Capital, LLC. Clearbrook is an award-winning provider of a variety of all natural jams, jellies, fruit butters, preserves and fillings to both the retail and industrial markets.  More information regarding Clearbrook Farms can be found on their website, www.clearbrookfarms.com. …
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