Analysis and due diligence: Private Equity Firms

As automation and robotics play out in the industrial macroeconomic environment, system integration and value added services become increasingly necessary to serve a wide range of Smart Manufacturing endeavors. Crucial to the success of industrial digitization and transformation are system integrators with the knowledge and scalability to serve a wide range of applications.

Private equity brings resources to this community to enable exponential growth and critical skills development to fulfill the promise of these initiatives. Peak Performance Advisory Services has assisted many PE firms with analysis and due diligence efforts in the industrial integration, software, robotics and warehouse management markets including evaluation, research, prospect outreach and deal negotiation.


Strategic Planning: System Integrator

Working with the founding leaders of the company, Peak Performance Advisory Services engaged over a six week period to understand core competencies, leadership succession plans, organizational improvements and market development strategies to expand market footprint, improve opportunity management and sales accountability. The resulting plan included internal and external assessments, SWOT analysis, new market targets by geographic location and application, organizational enhancements and competency buildouts that the company deployed in a multi-year growth strategy

Organizational Readiness: Leading Japanese Automation Supplier 

Working with the Americas leadership, developed an assessment of marketing team, branding and industry strategies. Developed new go to market strategies and brand identity to leverage robotics differentiation, unique automation capabilities and position value propositions to attain competitive leverage. Introduced the team to contemporary thought leadership strategies of IoT, machine learning and Smart Machines to initiate a strong market presence and improve customer reach into new industry segments.

Product Strategy and Roadmapping workshops: Leader in oil/gas/nuclear sensors market

Assisting senior leaders in identifying product fit and adjacencies through a series of in house workshops with key stakeholders to drive focus and financial and technical development plans

​​Peak Performance Advisory Services LLC

Management Services​ That Matter

  • ​​ Strategic Planning

                     Business assessment
                     Key performance indicators 

                     Profit pools and blockers

                     Market readiness

  • Private equity advisor
  • Market development 
  • Industrial automation and information consulting
  • Product road mapping and competitive assessment
  • Organizational assessment/ alignment
  • Leadership development and mentoring