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Capabilities

Cody Peak’s approach and advice is tailored to each client situation. We begin with the client’s objectives, and then design a critical path to ensure a successful outcome. One of the keys to our success centers around detailed due diligence and advanced preparation. We always strive to identify and correct issues prior to launching any process to ensure a more efficient process and successful outcome.

Our attention to detail, coupled with our intellectual curiosity and creativity, has resulted in value creation for our clients across the range of assignments listed below. Where appropriate, we can also leverage our Operating Advisor network to work with companies in advance to either prepare for sale transactions or assist with integration, strategy (http://www.kdstrategyconsulting.com/) or other needs post-closing for acquisitions.

  • Sales & Divestitures

  • Acquisitions

  • Financings

  • Strategic Advisory

    • Complete company due diligence
    • Estimate range of potential sale values
    • Develop industry taxonomy
    • Create company positioning / marketing strategy and estimate synergies
    • Agree on sale timeline and process design
    • Identify, screen & approach buyers
    • Manage due diligence process
    • Negotiate & structure transaction
    • Private companies
    • Public companies
    • Private equity firms
    • Complete company due diligence
    • Identify strategic priorities & gaps in customer, product or channel strategy
    • Develop acquisition criteria & financial metrics for evaluating targets
    • Complete market study & industry taxonomy as basis for creating target list
    • Identify, screen & approach target companies
    • Develop valuation ranges for targets, model cash flows / financial metrics and estimate synergies
    • Manage due diligence process
    • Negotiate & structure transaction
    • Align and prepare management and owners
    • Public companies
    • Private equity firms
    • Family offices
    • Operating executives
    • Complete company due diligence
    • Develop detailed financial model to determine capital needs & type, plus valuation implications in connection with growth profile
    • Create company positioning & marketing strategy
    • Identify, screen & approach financial & strategic investors
    • Manage due diligence process
    • Negotiate & structure transaction
    • Private Companies
    • Pre-transaction preparation
    • Strategic plans
    • Operational reviews
    • Sales & marketing plans
    • Executive recruitment
    • Private Companies
    • Private equity firms
    • Family offices
    • Operating executives