The Peakstone Group

What The Peakstone Group does

The Peakstone Group is an independent, privately held middle-market investment bank founded in 2008 and headquartered in Chicago. The firm specializes in mergers and acquisitions advisory, capital raising (debt and equity), and strategic advisory services for privately held companies with revenues ranging from $10 million to over $500 million. Peakstone operates across approximately 15 to 16 industry verticals, including Aerospace & Defense, Business Services, Consumer & Retail, Healthcare, Industrials & Manufacturing, Software & Data Services, Transportation & Logistics, and Mortgage Banking, served by senior banker-led industry groups. The firm maintains ten US offices spanning the Midwest, South, Northeast, and West, and claims a global network of buyers and capital providers.

Peakstone's team is composed exclusively of senior investment banking professionals with decades of experience who have collectively executed hundreds of transactions totaling billions of dollars. The firm supports its advisory work with sector-specific industry reports and the PEAKZONE deal portal, a transaction-tracking platform for registered users. Securities-related transactions are facilitated through Peakstone Securities, LLC, a wholly-owned broker-dealer subsidiary registered with FINRA/SIPC, while principal investment activities are conducted through affiliate PAG Capital Partners, LLC. The firm has no proprietary technology products, no disclosed AI/ML capabilities, and no mobile or web applications beyond its marketing website and deal portal.

The firm's revenue model is transaction-fee-based, drawing on M&A success fees, capital-raising fees, retainers, and recurring advisory engagements. Pricing is custom and engagement-specific rather than standardized, with no publicly disclosed fee schedule. Peakstone markets itself primarily through published industry research, a comprehensive transactions portfolio demonstrating deal track record, and senior banker-led relationship origination rather than through resellers or third-party distribution channels. The firm has been consistently ranked on Axial's quarterly lower-middle-market league tables and was named #1 lower middle market investment bank for Q3 2025.

Name

The Peakstone Group

Legal name

The Peakstone Group

Website

https://peakstonegroup.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

The Peakstone Group is an independent, privately held middle-market investment bank providing M&A advisory, capital raising, and strategic advisory services to privately held companies with $10M–$500M+ in revenue across 15+ industry verticals and ten US offices.

Ownership category

akta.pro rank

Product category

Middle Market Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

akta.pro secondary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• M&A advisory
• Capital raising
• Middle market investment banking
• Mergers and acquisitions
• Strategic advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. M&A Advisory Fees: Peakstone Group serves as exclusive financial advisor on mergers and acquisitions transactions, earning advisory fees and success fees upon transaction completion. The firm has executed hundreds of transactions totaling billions of dollars.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Peakstone Group is an independent, global middle market investment bank that advises privately held companies on mergers and acquisitions, debt and equity capital raising, and strategic transactions. The firm serves clients with revenues ranging from $10 million to over $500 million across 15 industry verticals, providing transaction structuring, valuation, due diligence support, and execution. Securities transactions are facilitated through its affiliated FINRA/SIPC broker-dealer, Peakstone Securities, LLC.

Product overview

The Peakstone Group is an investment bank offering a unified suite of M&A advisory, capital raising, and strategic advisory services for middle market companies with revenues ranging from $10 million to over $500 million. The core offering centers on transaction advisory (M&A Advisory, Capital Raising, Strategic Advisory) supported by industry-specific research publications and the PEAKZONE deal platform. Securities-related transactions are facilitated through affiliated broker-dealer Peakstone Securities, LLC. The firm operates across 16 industry verticals including Aerospace & Defense, Business Services, Consumer & Retail, Healthcare, Industrials, Technology, and Transportation & Logistics.

Differentiator

Problem solved

Functional benefit

Brands

• Peakstone Securities: Registered broker-dealer providing securities services, member FINRA/SIPC
• PAG Capital

Products and services

• Mergers & Acquisitions Advisory Advisory services for mergers, acquisitions, and divestitures for middle market companies, including transaction structuring, valuation, due diligence support, and deal execution. Clients are privately held companies with revenues from $10 million to over $500 million.
• Capital Raising Debt and equity capital raising services for middle market companies, including growth financing, recapitalizations, and sponsored transactions. Facilitates access to the firm's global network of capital providers.
• Strategic Advisory Strategic consulting services for privately held companies and management teams, including growth strategies and transaction planning, supporting companies evaluating M&A or capital markets alternatives.
• Peakstone Securities Securities brokerage services offered through Peakstone Securities, LLC, a FINRA/SIPC member broker-dealer, for securities transactions related to M&A and capital raising activities.

Named customers5 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Peakstone Securities, LLCcoreOthersPeakstone Securities, LLC is an affiliate providing securities services, registered as a broker-dealer and member of FINRA/SIPC. This is a subsidiary entity rather than an external partnership.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Houlihan Lokey: Public middle market investment bank with deep M&A advisory, capital markets, and financial restructuring practices serving companies broadly overlapping with Peakstone's $10M-$500M+ revenue segment. Direct competitor for founder-led sell-side mandates and capital raising engagements.
• Lincoln International: Global middle market investment bank focused on M&A advisory and capital raising, organized around industry verticals similar to Peakstone's 15-vertical structure. Closely comparable in target client size and direct deal overlap in industrials, consumer, and business services.
• Robert W. Baird & Co. Private, employee-owned global investment bank with a large middle market M&A practice plus capital markets and wealth management. Direct competitor for lower middle market sell-side mandates, particularly in industrials and consumer.
• William Blair: Private global investment bank with M&A advisory, capital raising, and equities research practices focused on middle market and growth clients. Direct competitor for founder-led sell-side mandates in technology, industrials, and consumer.
• Harris Williams: Middle market M&A advisor owned by PNC, organized around industry verticals (Consumer, Healthcare, Diversified Industrials, Services, TMT). Highly comparable to Peakstone on target client size and vertical-driven coverage model.
• Piper Sandler: Public middle market investment bank with M&A advisory, capital markets, and equity research practices. Competes with Peakstone for sell-side mandates in consumer, healthcare, and business services segments.
• Stout (now part of RedBird Capital): Mid-sized investment bank and advisory firm with M&A, valuation, and capital raising practices serving middle market clients. Comparable client size band and direct overlap on sell-side advisory engagements.
• Greenhill & Co. Independent global M&A advisor focused on middle market and large-cap transactions, recently acquired by Mizuho. Historically a direct competitor for middle market sell-side mandates overlapping Peakstone's verticals.

Broad incumbents

• Jefferies: Large, publicly traded global investment bank with a sizable middle market M&A and capital raising franchise that overlaps Peakstone's verticals. Bigger and broader, but competes directly for larger mandates within Peakstone's revenue band.
• Raymond James: Diversified financial services firm with a sizable middle market M&A advisory and capital markets practice. Competes for lower middle market sell-side and capital raising mandates, particularly in consumer, healthcare, and industrials.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-peakstone-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Peakstone Group