Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
Summary
Peak Performance Team (PPT), located in Surfside Beach, South Carolina, is a boutique provider of custom Finance and Insurance (F&I) products and wealth building solutions for independent and franchised automotive, power sports, and recreational vehicle dealers nationwide. While the Company offers traditional F&I products The true advantage of PPT is its ability to create customized and flexible programs for each of its dealer partners. A top 20 U.S. brokerage firm, PCF provides a broad array of commercial, employee benefits, personal lines and specialty insurance solutions. Generational Equity Executive Managing Director, M&A-Technology Practice Leader, David Fergusson, and his team led by Managing Director, M&A, Jack Sluiter, with the support of Senior Vice President, M&A, Tristan Keeffe, successfully worked on the merger. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.