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Press releases > Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

By Generational Equity

Jul 25, 2022, 08:00 et

Peak Performance Team

Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc., with PCF Insurance Services of the West, LLC. The merger closed on July 15, 2022.

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. PPT’s products include a variety of customizable F&I products which include extended warranties, vehicle service contracts, gap insurance and various ancillary offerings. 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.

Located in Lehi, Utah, PCF Insurance Services of the West (PCF) offers insurance and risk management programs along with continuous education regarding market, coverage and regulatory changes, enabling clients to effectively navigate the complex and changing insurance marketplace. They are the 2nd largest acquirer of insurance agencies in the U.S., owning over 144 individual agencies. 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. Senior Managing Director Thomas Hamm established the initial relationship with PPT.

“This deal had one of the most creative deal structures I’ve ever had the opportunity to work on,” said Sluiter. “The buyer understood my client’s focus on growth and structured a deal that kept him involved and nicely rewarded him for the growth he knew was achievable. It was truly a win-win if I ever saw one.”

About Generational Equity

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group, and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

With more than 300 professionals located throughout 16 offices in North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. 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.

The M&A Advisor named the company Investment Banking Firm of the Year three years in a row, Valuation Firm of the Year in 2020, and North American Investment Bank of the Year in 2022. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.

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