For companies contemplating financing or M&A transactions, their officers, directors, and advisors carry fiduciary duties to maximize value for shareholders. PEP provides the key ingredients for success:


Experience - Institutional investors work on financings every day, as do corporate development staffs for M&A deals. Management’s transaction experience, by contrast, is often limited. With expertise accumulated from nearly $10 billion of transactions, PEP levels the playing field for you.

Focus - You have a business to run. While you continue building the value of your company, PEP gives you the day-to-day attention required to drive your transaction to closing.

Contacts - A successful and timely transaction results in part from whom you know. PEP instantly plugs you into a network of relationships, built over the course of 20 years, with hundreds of capital sources and M&A gatekeepers.

Stature - Your transaction needs to stand out among the dozens of competing proposals that funding sources and M&A professionals evaluate every week. With a reputation for representing first-class companies and proven tactics for differentiating clients from the usual deal flow, PEP distinguishes your transaction as one worthy of serious pursuit.

Process – Ultimately, it takes the right process, including execution of that process, to maximize the value of your transaction. PEP brings you a proprietary process fine-tuned and proven successful through years of practical experience.


For an analysis of the potential return on investment that you can realize by working with PEP on your transaction, please call us at (775) 831-8688.