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Founded to acquire
a great company.
Purpose

Peak Tide started as a search fund formed to acquire and operate a small business. Finding great businesses with good people in industries and geographies we like became a top priority.

Intro
Mission
Building a great business
starts with good people.

Peak Tide's team are entrepreneurs who dedicated their lives to building companies. We value people as the most important aspect of any organization. We are committed to getting to know a business owner, your team, and your customers to ensure all are in good hands. Our mission includes three components:

Investment Focus 01
Identify great businesses

Experience around family business, working alongside CEOs, founding startups, and getting to know business owners every day leads us to seek acquisitions with the following characteristics:

  • An A+ team

  • Located along the East Coast, from the DMV to Florida

  • Profitable for 3+ years

  • EBITDA Margins >20%

  • Repeat revenue >50%

  • Serious about selling in the next 3-6 months

Acquisition Outlook 02
Establish strong foundation

As the daughter of a small business owner, Megan is familiar with what it means to hand over the company you built. This is why we have three priorities:

  • Develop a seller/ buyer relationship built on trust and respect

  • Agree on a purchase price and structure that align incentives 

  • Work together to ensure a smooth transition to take care of your customers and employees and ensure long-term success

Long-Term Plan 03
Optimize for growth

We build upon the foundation you created. We want to hear your vision for the future. A few pieces we bring to the table are:

  • Operational streamlining: enhance operations through digitalization and professionalization to position the company as a key player in today's modern landscape

  • Business development: utilize marketing to acquire new customers and drive growth

  • Talent management: invest in your people and build an A+ team through hiring, professional development, and incentives

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Mountains
Process
A successful seller/buyer partnership
starts with transparency and trust.

Typical acquisition processes follow a 4-part timeline:

01

Introduction
1 day
  • Discuss if your company fits investment criteria via email

  • 30 minute introductory call to get to know each other and your business at a high level

  • I send you a Non-Disclosure Agreement (NDA) to give you confidence that everything we discuss remains confidential

02

Learning
7-21 days
  • Share files that help us learn more about your business (service agreements, pricing, customer base, and financials)

  • Brainstorm ideas for long-term growth

  • Discuss the role that you want to play post-acquisition

  • Sign an Indication Of Interest (IOI) as a non-binding agreement reflecting high level deal terms and valuation range

03

Diligence
30-60 days
  • Dive deep into everything about your business, from financial performance, team structure, customer contracts, growth opportunities, and risks

  • Revisit and adjust valuation and deal structure according to findings and opportunities

  • Sign a Letter Of Intent (LOI) as a formal non-binding offer including a purchase price and specific deal terms

04

Close
30-90 days
  • Complete final steps with our lawyers and accountants to confirm everything learned in diligence

  • Review exact terms and reach agreements on all points

  • Work together to ensure a smooth transition to protect stakeholders and create a foundation for long-term success

  • Sign final legal documentation and celebrate!

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