Peakview Partners Research
Advisory Approach
Peakview Partners is a boutique investment bank specializing in M&A advisory and financing services for middle-market companies. Founded in 2015 by Tim Dailey and Warren Henson—both with 30+ years of Wall Street and boutique investment banking experience—the firm was established with a focused vision: to provide dedicated, partner-level advisory services while remaining small enough to deliver hands-on expertise directly to each client throughout the entire transaction process. The firm's fundamental thesis is that superior outcomes for sellers come from organized, competitive processes managed by senior bankers who understand both the technical and human dimensions of selling a business.
Peakview's operational model reflects their philosophy: they are selective about engagements, sourcing clients exclusively through a referral-based network. Senior partners personally lead the marketing process, prepare marketing materials, build target acquirer lists, and coach management presentations. They create active competition among buyers, lead negotiations, and remain engaged from initial engagement through closing. This hands-on, partner-driven approach differentiates them from larger, more transactional advisory firms.
Sector Focus
Peakview has developed deep expertise across manufacturing, distribution, healthcare services, technology, business services, consumer goods, and energy/environmental services. Their transaction history reveals particular strength in industrial and manufacturing businesses—including precision machining, contract manufacturing, specialty chemicals, building products, and industrial staffing. They also maintain active practices in healthcare services (medical practices, behavioral health), technology platforms (particularly industrial software and IoT), business services (staffing, compliance, professional services), and environmental services.
This diverse portfolio reflects their middle-market positioning: they work across industries but maintain sufficient depth in each sector to provide credible advice on market dynamics, buyer networks, and process strategy. Their team includes bankers with operational backgrounds (former plant managers, COOs), which enables them to understand the value drivers and operational complexities of their clients' businesses.
Deal Track Record
Peakview has completed 24 transactions through the Axial platform since joining in 2018, with an additional analysis showing 17 sell-side advisory transactions over the last three years. Key closed deals include:
- The BARS Program (2025) → Sound Growth Partners: Sale of the leading provider of in-store ID check compliance services
- Tru-Flow (2025) → SemiTorr: Biotech/pharma distributor and manufacturers' representation firm
- E Source (2025) → Align Capital Partners: Utility research, data, and consulting platform
- Good Times Adventures (2024) → Saturn Five: Snowmobile tours and dog sledding experiences in Colorado
- Velocity Dynamics (2024) → Cleanwater1: Chemical/environmental services
- ColoradoCrete (2023) → Saturn Five: Concrete/construction services
- Access Mediquip (2024) → Water Street Healthcare Partners: Medical equipment services
- NannyChex (2022) → SurePayroll: Background check services for childcare industry
- 90octane (2022) → The Marketing Practice: Digital marketing and advertising
- Affiliated Acceptance Corporation (2023): Fintech/financial services platform
- RealEyes Media (2023) → Dolby: Video analytics/media technology
- WhiteStar Corporation (2021) → Contour Ridge: Promotional products and e-commerce
- ProCoat Systems (2021): Industrial coatings and finishing services
- BrightStores (2022) → OrderMyGear: Software and promotional products platform
Their transaction analysis shows: average deal size of $32 million, range from $12-$120 million TEV, average EBITDA multiples of 7.8x, with strong data on process effectiveness: competitive auction processes averaging 8.7x EBITDA vs. single-buyer negotiations at 6.2x—a 41% premium for competitive processes.
Process & Fee Structure
Peakview runs institutional-quality sell-side processes: exclusive representation, organized buyer outreach, professional marketing materials, management presentation coaching, and structured negotiation. Their process timeline typically spans 6-9 months from engagement to close. They operate on a modified Lehman fee structure (industry standard for middle-market M&A advisory), with retainers credited against success fees. They require exclusivity and are selective about minimum engagement size, typically $15M+ TEV, based on deal complexity and their bandwidth.
Their value proposition centers on process rigor: competitive buyer identification, professional documentation, management readiness, and masterful negotiation. The firm emphasizes that running a competitive process—contrary to many clients' initial instinct to approach a single "known" buyer—results in measurably higher valuations. This insight is core to their positioning and is validated by their own transaction data.
Buyer Network & PE Relationships
Peakview maintains active relationships with a diverse buyer universe, evidenced by their transaction history across strategic acquirers, family offices, and private equity firms. Key PE relationships visible in their deals include:
- Saturn Five — Colorado-based lower middle market PE (multiple deals including Good Times Adventures, ColoradoCrete)
- Align Capital Partners — Growth-oriented LMM PE with $326M committed fund (E Source)
- Water Street Healthcare Partners — Healthcare PE (Access Mediquip)
- Cleanwater1 — Environmental/industrial buyer (Velocity Dynamics)
- Contour Ridge — Financial buyer (WhiteStar Corporation)
- Sound Growth Partners — Seattle-based PE focused on consumer products, business services, distribution (The BARS Program)
Their buyer network also includes strategics across manufacturing, healthcare, software, and professional services verticals, as well as family offices and financial sponsors. This diversity suggests they maintain a deep network of institutional buyers while maintaining selective relationships that drive competitive tension and premium valuations.
Competitive Positioning
Peakview differentiates from larger investment banks and other LMM advisors through three core strengths:
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Partner-level dedication: Unlike larger firms where bankers delegate work or serve many simultaneous clients, Peakview's partners personally lead each transaction. Warren, Tim, and Alan each bring 30+ years of experience and are visibly involved from start to finish.
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Process discipline: Their emphasis on organized, competitive processes—supported by their own data showing 41% EBITDA premium for auctions vs. single-buyer negotiations—gives them a clear, data-backed positioning statement that resonates with business owners.
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Sectoral depth with generalist reach: Unlike boutiques that specialize in one industry, Peakview serves multiple sectors but maintains real expertise in each through bankers with operational experience. This allows them to serve a broad client base while providing credible, sophisticated advice.
Not a Fit If
Peakview typically focuses on:
- Organized, competitive processes (they will decline clients wanting a limited process)
- $15M+ TEV businesses with clear value propositions
- Situations where the partners can meaningfully add value
They are selective about engagements and culture, intentionally limiting their capacity to ensure every client receives partner-level attention.
Team
The firm operates as a partnership led by three senior managing directors:
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Warren Henson, Partner: 30+ years investment banking experience. Career includes boutique firms and Wall Street. Lead banker on M&A transactions exceeding $1.5B in aggregate value. Former colleague of Tim at Green Manning & Bunch.
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Tim Dailey, Partner: 30+ years investment banking experience. Led 100+ M&A transactions and 75+ private placements. Led Tim Dailey's own boutique firm before co-founding Peakview. Deep expertise in M&A negotiation and deal execution.
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Alan Mayer, Partner: 30+ years transactional experience as investment banker and corporate attorney. Completed 100+ M&A and corporate finance transactions. Previously 5 years as Partner at boutique merchant bank, 12 years as Managing Director at Green Manning & Bunch. Maintains Colorado law license. Series 7 & 63 licensed.
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Jamie Cowan, Senior Vice President: 15+ years in deal execution, due diligence, management consulting, strategic planning, and operational improvement. Former Partner at Hydro Venture Partners (water tech investing). Co-founder MWH Infrastructure Development. MBA from Booth (University of Chicago), BS in Civil/Environmental Engineering from University of Michigan. Series 7 & 63 licensed. Active in Women in M&A Network.
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Alexis Sewolich, Chief Operating Officer: Joined in 2017. Manages operational and administrative aspects of the business and executes firm initiatives.
Total team: ~5-6 professionals delivering institutional M&A advisory without the overhead of a large firm.
Geographic Coverage
Headquartered in Denver, Colorado, Peakview serves middle-market companies across the United States. Their transaction history shows active markets in Colorado, but their client base is national. They are selective about geographic markets but are not geographically restricted.
Institutional Knowledge & Market Insight
The firm published transaction analysis showing their recent experience: 17 transactions in 3 years, average $32M TEV, with strong EBITDA multiple achievement (7.8x average). This data-driven approach to discussing market dynamics reflects institutional maturity. They also maintain resources including educational content series on selling your business, market insights, and strategic planning—positioning themselves as advisors, not transactional service providers.
Competitive Advantages in Execution
Client testimonials consistently highlight Peakview's professionalism, responsiveness, attention to detail, organizational skills, and hands-on approach. Multiple clients specifically praise their ability to manage complex negotiations, including situations with international buyers, competitive bidding among strategic acquirers, and situations where clients initially resisted competitive processes but achieved premium valuations through auction. This suggests strong execution capability and the ability to coach clients toward optimal process design.
Summary
Peakview Partners represents the institutional middle market: partner-level expertise, disciplined process, selective client base, and a measurable data-driven approach to value creation. They are not a high-volume transaction shop but rather a focused advisory practice where founders and business owners receive personal attention from experienced bankers who have repeatedly demonstrated the ability to maximize valuations through competitive, well-managed processes.