Unlike VC-backed startups, founder-led and self-funded companies have something powerful — optionality. The ability to choose when to sell can mean the difference between an outstanding outcome and a missed opportunity. In our latest blog post, we break down how market cycles — from low-rate expansions to high-rate contractions — shape acquisition timing, valuations, and deal dynamics for founder-led companies. Learn how to align your exit strategy with the market, position your company for premium multiples, and prepare long before the window opens. Read the full article here: https://lnkd.in/g_jNBxfV #Bootstrapped #FounderLed #MergersAndAcquisitions #BusinessValuation #ExitStrategy
Peak Technology Partners
Investment Banking
San Francisco, California 3,415 followers
Trusted M&A and Capital Raise Partner for Technology Companies
About us
Peak Technology Partners is an independent investment bank that provides strategic and financial advice to high-growth technology companies. The Firm partners with technology leaders seeking to execute M&A and capital raise transactions that will transform the trajectory of their company. With deep industry knowledge, an extensive network of relationships, and decades of transactional experience, PEAK's investment banking professionals are uniquely qualified to provide superior advice and help their clients achieve optimal results. Securities offered through Finalis Securities LLC Member FINRA / SIPC. PEAK Technology Partners and Finalis Securities LLC are separate, unaffliated entities.
- Website
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http://www.peak-tech.com
External link for Peak Technology Partners
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2016
Locations
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Primary
550 California St
Suite 800
San Francisco, California 94104, US
Employees at Peak Technology Partners
Updates
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More PE funds than McDonald’s? Bullish for founders. At a recent Bloomberg event, a KKR partner noted there are ~19,000 private equity funds in the U.S. vs. ~14,000 McDonald’s. That buyer crowding matters for founders considering M&A or a raise: when demand (capital) outpaces supply (high-quality software assets), competition intensifies — often supporting valuations and seller-friendly terms. Layer on dry powder: global PE sits near ~$2.5T (all strategies), while buyout dry powder is ~$1.2T, with ~24% aged 4+ years. Aging capital increases pressure to deploy, which can tighten timelines, broaden buyer lists, and stretch terms in well-run processes. If you’re weighing options (minority, majority recap, full sale), process design is the lever. Peak Technology Partners works exclusively on the sell-side for founder-led tech companies, crafting narrative, curating the right counterparties, and running competitive, data-driven processes to convert buyer abundance into premium outcomes. Read our new post on our website: https://lnkd.in/gExSwewc #PrivateEquity #FounderLed #TechMAndA #SellSideAdvisory #CapitalMarkets #DealFlow #Valuations #DryPowder
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Bootstrapped founders: Your eight years of 80-hour weeks are a miracle, but buyers don't pay for sacrifice, they pay for transferable value. We see too many high-potential exits stall because of the "Expectation Gap"—the price conflict between the founder's emotional valuation and the buyer's cold, hard data. In our latest post, Peak Technology Partners pulls back the curtain on the critical flaws that lead to steep discounts, like messy financials and over-reliance on the founder. We give you the playbook to display your business as a high-margin, financially pristine acquisition target. Stop leaving millions on the table. Read the full analysis to set realistic goals that close the gap: https://lnkd.in/gqG-KF5K #StartupExit #Bootstrapped #MergersAndAcquisitions #Valuation #FounderLife #PrivateEquity
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It will be great to announce this one when the time is right, but big congrats to all involved. This bootstrapped founder is amazing and we are proud to have helped out. Great working with the Alpine Investors ASG team - you are a class act. It's been a strong year already and Peak Technology Partners is not done yet!
Peak Technology Partners recently advised a vertical SaaS company on its successful acquisition by ASG, a division of Alpine Investors (full announcement to follow). We appreciated the opportunity to work alongside Haley Van Cleve, John Wanglin, Patrick Eble, and Will S. at ASG. #SaaS #VerticalSaaS #MergersAndAcquisitions #DealAnnouncement #BusinessGrowth
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Peak Technology Partners recently advised a vertical SaaS company on its successful acquisition by ASG, a division of Alpine Investors (full announcement to follow). We appreciated the opportunity to work alongside Haley Van Cleve, John Wanglin, Patrick Eble, and Will S. at ASG. #SaaS #VerticalSaaS #MergersAndAcquisitions #DealAnnouncement #BusinessGrowth
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You just closed the deal. The cash is in the bank. Now what? The first 100 days post-acquisition are make-or-break, but the fate of the merger doesn't rest on spreadsheets—it rests on your leadership team. They face a sudden, jarring shift from operating a fast-moving startup to navigating a corporate structure governed by process. Our latest post cuts through the noise to show founders the three non-negotiable preparations needed to equip your leaders for this transition: from translating corporate KPIs to mastering new governance models. Stop leaving integration to chance. Click the link to ensure your leaders aren't just surviving, but thriving: https://lnkd.in/gCX-wafY #PostAcquisition #MergersAndAcquisitions #IntegrationStrategy #StartupExit #CorporateDevelopment #Leadership
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Many SaaS and AI companies sprint to $100M ARR only to realize their revenue was fragile — overly dependent on a few big customers, trend-driven, or propped up by unsustainable spending. In our latest blog post, we explain why this happens and the guardrails leaders can adopt to turn quick wins into long-term compounding success. If you’re building in SaaS or AI, this one’s worth a read. Discover the complete playbook here: https://lnkd.in/gwYfZkaz #SustainableGrowth #ArtificialIntelligence #SaaS #BusinessStrategy #RecurringRevenue #ScaleUp
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Imagine this: two buyers review the same company, yet each arrive at two very different valuations. Why? Because valuation is as much about perception as it is about numbers. The upside? You can shape that perception in your favor. We break down 5 proven methods to boost your company's valuation and ultimately walk away with a sale on your terms. Read the break-down right here: https://lnkd.in/ghuZ2TmS #CompanySale #BusinessValuation #MergersAndAcquisitions #FoundersGuide
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Companies that weave AI into their tech stack are commanding revenue multiples several turns higher than peers who don’t. Why? Because AI fuels growth, creates defensible differentiators, and drives efficiency that investors are willing to pay for. The question isn’t “Can we afford to add AI?”—it’s “Can we afford not to?” Dive into our newest blog post to see how AI can directly influence enterprise value: https://lnkd.in/gJZbh527 #ArtificialIntelligence #Valuation #TechStrategy #BusinessGrowth #Innovation
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Financials set the stage, but it’s the story you tell — and how buyers perceive it — that ultimately drives deal success. At Peak Technology Partners, we help clients balance the financial metrics with human dynamics to deliver the best possible outcomes. Learn more in our latest blog: https://lnkd.in/gHmsb2nt #BusinessStrategy #MergersAndAcquisitions #InvestmentBanking #Psychology
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