Peak2x provides business owners and founders with access to expertise normally only available to Private Equity portfolio companies.
Private Equity, as an asset class, has consistently delivered best in class returns to their investors over decades. They aim to at least double the value of the companies they invest in, and most often they achieve it.
At Peak2x, we offer guidance and expertise to founders and management teams of privately owned companies. This is best achieved over the medium term working alongside the board as Non Executive Director(s) or potentially Chair, and supplemented by subject matter experts as required.
We help businesses grow and increase shareholder value through the sympathetic application Private Equity’s approach & knowledge based on a proven approach used by private equity firms operating partners and portfolio teams.
Each business is unique, with its own story and challenges. That’s why a bespoke plan should be developed over time which provide tailored solutions that meet your specific business needs.
Critically, we acclimatise founders and management teams to the requirements of future shareholders and prepare the business for a potential sales process, maximising the chance of future success.
Peak2x is not a corporate finance service or a consultancy service. This is the proactive ongoing help and support good private equity firms offer their portfolio companies by working with the company owners, board members and management to deliver operational improvement and increased strategic value.
Key workstreams can include:
STRATEGY & BOARD FUNCTION
• Board reporting and KPI monitoring
• Strategy and BHAG
• Value Creation Plan development
• Investor relations & decision making
• Opportunity & risk management
• Approach to ESG
• Buy & build strategy / tactics
EXIT PLANNING
• Exit options and planning
• Financial modelling and reporting
• Exit ready & Data backed
• Board governance and best practice
• Value Creation Plan revision
• Selecting advisors
SYSTEMS IMPLEMENTATION
• Value proposition work
• Understanding customer needs
• Pricing review and optimisation
• Lead generation and marketing effectiveness
• Sales excellence assessment and training
• Value Creation Plan monitoring
ORGANISATIONAL DEVELOPMENT
• Culture shift
• Management team development
• Succession planning
• Management team incentivisation plan
• Improving team work and psychological safety
• Employee engagement and resilience
• Implementing EDI best practices