PEAK Technology Partners
PEAK Technology Partners is a bootstrapped, founder-owned boutique investment bank providing sell-side M&A advisory and capital raising services exclusively to lower-middle-market software company founders, with offices in San Francisco, Denver, and New York.
- Company typePrivate
- Founded2016
- HeadquartersSan Francisco, United States
- Headcount—
- GTM typeB2B
- OfferingServices
What PEAK Technology Partners does
PEAK Technology Partners is a privately held, boutique investment bank founded in 2020 by three veterans (Chad Harding, David Stevenson, and Dave Kirby) who previously worked at Lehman Brothers and Barclays Capital. Headquartered in San Francisco with additional offices in Denver and New York, the firm provides sell-side M&A advisory and capital raising services exclusively to technology company founders. The firm explicitly avoids buy-side mandates to eliminate conflicts of interest, structuring senior-partner involvement on every engagement and building competitive buyer tension through targeted, buyer-specific pitches.
The firm's core offerings are sell-side M&A advisory (transaction structuring, buyer identification, negotiation, and closing) and capital raising for rounds above $20 million, delivered through a senior-bearing team of roughly 20+ bankers across Managing Director, Director, Vice President, Senior Associate, Associate, and Analyst ranks. Securities activities are conducted via a partnership with Finalis Securities LLC (FINRA/SIPC member), which serves as the Office of Supervisory Jurisdiction located at 450 Lexington Ave, New York. The firm is bootstrapped, takes no outside capital, and operates as Peak Technology Partners, LLC under California jurisdiction.
PEAK generates revenue through transaction-based investment banking advisory fees, with deal flow concentrated in lower-middle-market software companies. Verified transaction counts were 13 in 2021, 11 in 2022, and 11 in 2023, spanning verticals such as healthcare, fintech, HR, infrastructure, productivity, communications, EdTech, GovTech, PropTech, cybersecurity, and vertical SaaS. Documented buyer counterparties include Vista Equity Partners, Warburg Pincus, Thomas H. Lee Partners, Twitter, PayPal, BP Ventures, LLR Partners, Parthenon Capital, Mainsail Partners, H.I.G. Capital, and The Riverside Company. Geographic reach spans North America, South America, and Europe. The firm markets its differentiation through exclusive sell-side representation, operator experience among bankers, and a focused process designed to produce superior valuation outcomes for founders.
PEAK Technology Partners firmographics
Firmographics- Name
- PEAK Technology Partners
- Legal name
- Peak Technology Partners, LLC
- Website
- https://www.peak-tech.com/
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Short description
- PEAK Technology Partners is a bootstrapped, founder-owned boutique investment bank providing sell-side M&A advisory and capital raising services exclusively to lower-middle-market software company founders, with offices in San Francisco, Denver, and New York.
- Ownership category
- akta.pro rank
PEAK Technology Partners industry classification
Industry- Product category
- Investment Banking Services (Technology M&A and Capital Raising Advisory)
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Venture Capital Fundraising Placement (FSAEALAC)
Keywords
Where PEAK Technology Partners is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
PEAK Technology Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Banking Advisory Fees: The firm earns fees for M&A advisory services, helping technology companies sell or raise capital. Securities are offered through Finalis Securities LLC, Member FINRA/SIPC.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
PEAK Technology Partners product offering
Product offeringCore offering
PEAK Technology Partners is a boutique investment banking firm that provides sell-side M&A advisory and capital raising services exclusively to technology company founders. The firm represents sellers in business sales and companies raising more than $20 million in capital, managing the full transaction process from buyer/investor identification and pitch development through due diligence, negotiation, and closing. The firm only serves sellers, explicitly avoiding buy-side mandates to eliminate conflicts of interest, and operates with senior-partner attention on every engagement.
Product overview
PEAK Technology Partners is a boutique investment banking firm that provides advisory services to technology companies. The firm offers two primary service offerings: sell-side M&A advisory for founders looking to sell their businesses, and capital raising services for companies seeking investment above $20 million. The company operates as a sell-side only firm, representing only sellers to eliminate conflicts of interest, and does not maintain software products or technology platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Sell-Side M&A Advisory Investment banking advisory for technology company founders seeking to sell all or part of their business. PEAK runs the full process: company positioning, marketing materials, buyer identification, due diligence coordination, term sheet negotiation, and deal closure. The firm only represents sellers.
- Capital Raising Advisory Advisory services for technology companies raising capital of more than $20 million, including investor identification, pitch development, competitive process management, and financing structuring. Securities offerings are executed through partner broker-dealer Finalis Securities LLC, Member FINRA/SIPC.
Quantifiable outcome
- 13 software transactions closed in 2021, 11 in 2022, 11 in 2023
- +3 more outcomes
Companies that use PEAK Technology Partners
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles1 record
PEAK Technology Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
PEAK Technology Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights4 records
PEAK Technology Partners competitors and assessment
Company assessmentDirect peers
- Cascadia Capital: Boutique technology-focused investment bank serving lower-middle-market software and tech-enabled companies with sell-side M&A and capital raising. Directly comparable to PEAK in niche, deal size, and founder-led client base.
- Founders Advisors: Boutique investment bank focused exclusively on founder-led technology companies seeking M&A advice and capital raising. Closely mirrors PEAK's pure-sell-side, founder-focused positioning and software-vertical specialization.
- Drake Star Partners: Global technology-focused M&A advisor serving software, digital media, and tech-enabled services. Comparable deal-size range and tech-only vertical focus; broader geographic footprint than PEAK.
- Lincoln International: Global mid-market investment bank with a dedicated technology, media, and telecom group running sell-side M&A in the same deal-size band PEAK targets. Comparable on transaction type and tech vertical, with deeper staffing.
- Moss Adams Capital: Lower-middle-market M&A advisor affiliated with Moss Adams, focused on software, tech-enabled services, and consumer companies. Overlaps with PEAK on deal size, vertical, and founder-led client base.
Emerging players
- West Monroe Partners (M&A advisory): Management consulting firm that runs an M&A advisory practice serving technology and tech-enabled services in the lower middle market. Comparable buyer-seller profile but with a consulting-led delivery model rather than pure IB.
Broad incumbents
- Houlihan Lokey: Global investment bank with a large TMT group active across software sell-side M&A at multiple deal sizes. A scaled incumbent that competes with PEAK on larger lower-middle-market and mid-market software mandates.
- Raymond James (Technology Investment Banking): Large diversified financial services firm with a significant technology investment banking practice. Competes with PEAK in software sell-side advisory across the lower-middle-market segment, with broader sector coverage.
- Qatalyst Partners: Independent technology-focused investment bank advising on large-cap tech M&A. Adjacent competitor that pulls deals upward in size; relevant benchmark for PEAK's positioning in software sell-side advisory.
Others
- Finalis Securities LLC: Broker-dealer platform providing regulatory and execution infrastructure for boutique investment banks including PEAK. Included as an enabling/partner rather than a competitor; material to PEAK's operating model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
PEAK Technology Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
PEAK Technology Partners leadership team
Management profileNumber of profiles
Profiles9 records
PEAK Technology Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PEAK Technology Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PEAK Technology Partners
What does PEAK Technology Partners do?
PEAK Technology Partners is a boutique investment banking firm that provides sell-side M&A advisory and capital raising services exclusively to technology company founders. The firm represents sellers in business sales and companies raising more than $20 million in capital, managing the full transaction process from buyer/investor identification and pitch development through due diligence, negotiation, and closing. The firm only serves sellers, explicitly avoiding buy-side mandates to eliminate conflicts of interest, and operates with senior-partner attention on every engagement.
Is PEAK Technology Partners a public or private company?
PEAK Technology Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PEAK Technology Partners founded?
PEAK Technology Partners was founded in 2016.
Where is PEAK Technology Partners based?
PEAK Technology Partners is headquartered in San Francisco, United States, in the North America region.
How does PEAK Technology Partners make money?
One revenue line is on record: investment Banking Advisory Fees.
Who are PEAK Technology Partners's main competitors?
Direct peers on record are Cascadia Capital, Founders Advisors, Drake Star Partners, Lincoln International and Moss Adams Capital. West Monroe Partners (M&A advisory) is listed as an emerging player. Broad incumbents are Houlihan Lokey, Raymond James (Technology Investment Banking) and Qatalyst Partners. Finalis Securities LLC is listed as an others.
Does PEAK Technology Partners have an API?
No public API is recorded for PEAK Technology Partners.
What industry is PEAK Technology Partners in?
PEAK Technology Partners's product category is Investment Banking Services (Technology M&A and Capital Raising Advisory). Its primary akta.pro industry code is FSAEALAC, Venture Capital Fundraising Placement. Its NAICS code is 523150 and its SIC code is 6211.