Peakstone

About Peakstone

The Peakstone Group is an investment bank established in 2008 with a specific focus on the middle market. The firm was co-founded by Alex Fridman, Jeff Temple, and Stephen Sleigh, who currently serve as Managing Partners. Headquartered in Chicago, Illinois, Peakstone was founded on the principle that middle-market companies require and deserve high-caliber advice and execution for their corporate finance needs. The firm's team is composed of senior investment banking professionals and operating executives, many of whom have prior experience as CEOs and business owners, providing them with firsthand knowledge of the challenges and opportunities their clients face.

Peakstone specializes in providing mergers and acquisitions (M&A) advisory and capital raising services. Its business model centers on serving privately-owned companies, often founder-led or family-owned, with annual revenues typically ranging from $10 million to $200 million. The firm generates revenue by advising clients through all stages of a transaction, including strategic alternatives evaluation, valuation analyses, and negotiating transaction terms. Services include sell-side and buy-side M&A advisory, capital raising for growth initiatives or recapitalizations, and strategic advisory on matters like capital structure, succession, and transaction planning.

The firm's client services are supported by its extensive network of global capital sources, which includes private equity, family offices, hedge funds, venture capital, and various types of lenders. Peakstone operates across a diverse range of industries, such as business services, consumer and retail, healthcare, technology, and transportation and logistics. By leveraging the deep industry experience of its professionals, the firm is able to quickly understand a client's business and develop tailored strategies to meet their objectives. The company's securities are offered through Peakstone Securities, LLC, a member of FINRA/SIPC.