Investment Banks
PeakPitch supports investment banks during middle-market transactions when senior finance leadership gaps create execution risk, delivering retained executive search for investment banks.
When investment banks engage PeakPitch, it is typically under time sensitive conditions when leadership gaps threaten transaction momentum, valuation, or buyer confidence. PeakPitch partners with investment banks on confidential, retained finance leadership mandates designed to make companies market ready, strengthen credibility with buyers and lenders, and support successful deal execution.
Our work is focused on one objective Ensuring finance leadership accelerates not limits transaction outcomes.
Banks retain PeakPitch when leadership becomes a gating factor to value realization.
We execute retained executive search mandates with a singular focus: ensuring finance leadership strengthens transaction execution, valuation, and credibility.
Each mandate is executed with a clear understanding of how finance leadership impacts transaction readiness, diligence, and deal execution.
PeakPitch focuses exclusively on senior finance and accounting leadership roles that materially impact governance, performance, and exit readiness within portfolio companies.
From the outset, PeakPitch works directly with the investment bank and, when appropriate, company leadership to align on the factors most critical to execution.
With this alignment established, each search is custom structured, executed on a retained basis, and managed with discretion appropriate for active or pre market transactions.
For lower to middle market investment banks, PeakPitch does not impose minimum fee thresholds. As a result, every mandate receives senior level attention and is treated as a transaction critical engagement.
PeakPitch operates as a boutique, retained executive search firm purpose-built for finance and accounting leadership within transaction-driven environments.
We are intentionally not a volume recruiting platform.
We are built for situations where finance leadership execution certainty matters.
In most cases, the investment bank’s client pays the placement fee. For example, when an investment bank is retained to support a sale process or capital raise and identifies a need for senior financial leadership, such as a CFO to support Quality of Earnings and transaction readiness, the client may be advised to engage Peak Pitch directly.
Not necessarily. We work closely with both the client and the investment bank to design a competitive and practical compensation structure that aligns incentives without introducing unnecessary complexity or transaction risk. While equity can be a powerful tool, it often complicates ownership structures and can slow a transaction. In many cases, we recommend performance-based incentives, such as transaction-related bonuses or earn-outs tied to valuation and a successful close, as a more efficient alternative.
Investment banks retain PeakPitch not simply to fill roles, but to protect transaction outcomes over time.
We operate as an extension of the advisory team.
Our objective is clear: to ensure leadership supports valuation rather than inviting scrutiny.
Peak Pitch
If you are advising clients where senior finance leadership is critical to transaction success, PeakPitch offers confidential, retained executive search engagements.
