Results

Proof in outcomes.

Selected engagements, described by what we were hired to fix and what changed. Client names are withheld.

Life science

Integration and operational restructuring

$2Mreduction in inventory costs, with 10% month-over-month sales growth

Challenge: Inefficient operations, high costs and misallocated resources were limiting growth.
Solution: Deployed AI-driven inventory and operations systems, and restructured the workforce to redirect savings to sales and business development.

PE portfolio company

Accelerated strategic execution

60 daysto deliver a plan that was scheduled to take 12 months

Challenge: A 12-month strategic plan was delaying revenue because the team lacked capacity.
Solution: Deployed fractional leaders and project managers to compress the plan and execute immediately, fast-tracking revenue generation.

Retail and entertainment

Series C fundraising

Series Craised, with a clear roadmap and confident investor presentations

Challenge: Financial disarray, no reporting, an unclear runway and no readiness for investor diligence.
Solution: Built financial controls, FP&A, burn-rate analysis and investor-ready board materials.

Consumer brand

Series B capital raise

$10Msecured, with an ongoing fractional CFO and COO partnership

Challenge: A high-growth company needed capital but lacked projections and investor materials.
Solution: Created detailed financial models, managed investor outreach and installed a fractional CFO.

Life science

Strategic exit

$90Msale on favorable terms, with a seamless ownership transition

Challenge: The owners sought an exit despite negative EBITDA and complex buyer dynamics.
Solution: Pre-acquisition readiness, a sell-side package, due diligence management, negotiations and team transition.

Strategic M&A

Post-acquisition value creation

$1.2Min cost savings, plus new branding and modern systems that boosted sales and efficiency

Challenge: A newly acquired company required operational alignment, cultural integration and synergy capture.
Solution: Led post-deal integration, built AI systems and an eCommerce platform, and streamlined operations.

Case in point

Cost leadership, measured.

+70%

Operating profit rose from $5.4M to $9.2M as total costs fell 26%, from $14.6M to $10.8M.

A Peak client engagement. Client name withheld.

Efficiency drives returns

MetricBeforeAfterChange

Operating expenses$4.8M$3.6M-25%

Cost of goods sold$7.2M$5.3M-26%

SG&A$2.6M$1.9M-27%

Total costs$14.6M$10.8M-26%

Operating profit$5.4M$9.2M+70%

AI and automation

How we have helped companies step into the future.

None of this is hypothetical. It is already happening.

Aerospace, $400M firm

Operational improvement and robotics

+$18MEBITDA added on a $6M investment

What we did: Operational improvement, leadership development, retention and robotics.

Puzzle distributor

One button, no sales team

$1.2MEBITDA increase, with sales up 20 points, from a $60K investment

What we did: Replaced the entire sales team with 18 AI agents. The owner now runs sales with one button, daily.

Condiment producer

One person, fully automated

$1.5Minvestment replaced the work of 10 staff

What we did: Reopened its doors as a robotic operation, with the entire line run by a single employee.

SaaS company, $40M investment

A critical flaw, caught in time

$20M+of a $40M investment protected by finding the weakness early

What we did: Our interim CEO and the Peak team identified a critical weakness in the company's portfolio that would have cost at least $20M of the $40M investment.

We have never seen this before: strategic planning built for the strengths and opportunities of our team. Brilliant and more effective than anything I have seen.
Operating Partner, $1.5B PE firm

Every engagement starts with an assessment of the team you have, and ends with a handoff to the leaders who will run it.

Tell us what you need to change.

A 30-minute conversation to map your situation against what we have done.

Book 30 minutesor write to CS@GrowAtPeak.com