Co-Investments & Direct Placements
At Peak Capital we are developing our ability to fundraise for privately owned corporate clients seeking strategic investors under a new initiative developed with select partners from summer 2024.
These co- and direct placements within private markets leverage our regulatory permissions, collective advisory experience and reach as well as our 20 year track record.
Whether for fund product or on direct transactions, Peak Capital aims to deliver differentiated investment opportunities
• Due diligence processes. • Data room builds. • Legal document refining. • Investor research. This service is not a regulated activity.
Go to Market Preparation
• Peak’s commitment is to support the party raising capital with our commercial interests aligned to theirs. • We work with selected principles directly: • If the mandate requires two advisers globally, we maintain simplicity with geographic / investor segment exclusives. • We discreetly serve a small number of corporates selected to be nurtured relationships through multiple capital formation cycles.
Equity Placement &
Non-Dilutive Financing Programmes
• Typically investor direct disposals rather than GP led secondaries. • Only originated from our close network.
Secondaries
• Our services range from pre-exit campaigns through to handling sensitive investor queries. • We provide operational and communications engagement to support healthy shareholder outcomes.
Investor Relations
Achieving optimal outcomes and driving value creation through:
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KYC/AML Review
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Data Room
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Open Discussions
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Due diligence support
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Targeted investor lists
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Marketing materials & strategy
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Subscription support
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Ongoing management & exit strategy
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Actionable insights: continuous collaboration & feedback
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Our Process
We filter and select mandates for all single asset transactions using the following industry standard three steps: