We are pleased to share the merger of our client, Peak Performance Team, Inc., with PCF Insurance Services of the West, LLC. The merger closed on July 15, 2022.

We are pleased to share the merger of our 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.”