PEAK

Companies currently in discussion, review or active acquisition conversations.

Everything Triwest.

Confidentiality agreements and documents awaiting review or signature.

Acquisition outreach, follow-ups, email campaigns and communication tracking.

Market research, company research, acquisition targets and industry information.

Financial records, transactions, bookkeeping and accounting information.

Trailing twelve-month financial information for portfolio and target companies.

Pricing information, market comparisons and reference data from other companies.

Business contacts, owners, brokers, partners and relationship information.

Logos, images, website files, brand assets and related materials.