“Every mountain top is within reach if you just keep climbing”
Pikes Peak Capital
Providing businesses with the highest value advisory services. Here’s why we’re different.
Best Value
Unlike other service providers, we offer truly tailored services without the sticker shock that comes with a brand name because of their high associated overhead costs and expansive payrolls.
Track Record
Forget dealing with junior analysts or professionals with little depth; Pikes’ founder and team have a history of successful advisory engagements across a range of industries.
Service Offering
Pikes has observed that businesses often demand custom solutions rather than simply “off the shelf” offerings; we consider these types of projects to span the spectrum of corporate development.
Our Approach
Providing the highest level of service while working closely with senior management and business owners to augment internal teams and navigate complex decisions.
The Pikes Peak Team
Seasoned business advisory experts specializing in strategic corporate development projects
Patrick Matala, CFA
Founder & Principal
Patrick is the Founder of Pikes Peak Capital. He brings over 10 years of finance experience centered on corporate financial analysis. His strengths lie in business strategy, financial analysis and corporate business improvement.
Early in his career, Patrick joined the Alberta Investment Management Corporation (“AIMCo”) where he assumed a role evaluating and managing global Infrastructure and Private Equity Investments on behalf of Albertans. Having spent over three years in the role, Patrick moved onto Deloitte, where he advised mid market business owners and C-suite executives in a variety of Strategic Corporate Financial Advisory assignments. After his time with Deloitte, Patrick moved on to working with a peer-to-peer services start-up where he was part of the team in securing over $100,000 in angel investment and acquiring thousands of users across Canada.
Advisory Board
Partners
Pikes’ Advisory Board will be utilized on an as-requested and as-needed basis. The board provides senior level guidance and bolsters the depth of the advisory team. The board currently consists of 8 members who bring c-suite level experience in business management, corporate finance, accounting, technology, marketing, strategy and law.
The Pikes Peak Team has worked alongside the best professionals at world-class companies. Some of the clients our team has worked with include:
Sureway Construction Management
Projects:
- Valuing entities
- Business improvement
- Buy-side M&A
- Financial analysis
Mikisew Group of Companies
Projects:
- Complex financial model build
- Internal strategic process advisory
- Valuing entities
Parkland Fuel Corporation (TSX:PKI)
Projects:
- Master corporate financial model build
- Merger integration
- Synergy execution
- Long range planning
Refresh Financial
Projects:
- Strategic initiatives
- Business planning
- Market research
- Competition analysis
- Regulatory diligence
Troika Foods
Projects:
- Strategic options
- Market research
- Sale of a set of assets to an US company
Clean Technology Company
Projects:
- Pitch presentation
- Corporate financial model build
- Business plan
- Capital raising
Haisla Nation Council
Projects:
- Advisor for an acquisition
- Economic advisory for a joint venture partnership
KORITE International
Projects:
- Strategic options analysis
- Sell-side M&A advisory
The Pikes Peak Team has experience across numerous industries, including:
Construction
- Residential, Heavy Civil, High Voltage Power Line
- Industrial Coatings, Scaffolding, Utility Locating
Manufacturing
- Industrial: Tarps, Foams, Minerals, Seals
- Oilfield Equipment
Oil and Gas
- Midstream
- Downstream
Technology
- Artificial Intelligence (AI)
- Financial Technology (FinTech)
Transportation
- Logistics
- Distribution
Utilities
- Gas, Power & Water
- Independent Power Producers (“IPPs”)
Pikes Peak Services
Pikes sees decision making projects as Corporate Development Initiatives, which are part of a continual, three-part process:
1. Planning
Planning activities are the “roadmap” for a business’s future:
- Long Range Planning (5+ years)
- Budgeting & Forecasting (1-2 year)
- Operational Planning
- Key Performance Indicator (KPI) research and design
2. Executing
Thoughtful plans need to be implemented, otherwise they are just ideas:
- Business Improvement
- KPI Implementation and Tracking
- Treasury Strategies
- Divestiture Readiness
3. Transforming
Transformation is an ongoing process in any successful company:
- Mergers and Acquisitions (“M&A”)
- Business Valuations
- Strategic Options Analysis
- Business Transformations
- Post-Merger Integration
- Systems Implementations
Compared to Others
Pikes brings a much wider service offering to clients given lower fee expectations:
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Budgeting, Forecasting & Operational Planning
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Long Range Planning
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Key Performance Indicator (KPI) Design
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Business Improvement
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Treasury Strategies
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Divestiture Readiness
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Strategic Options Analysis
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Mergers and Acquisitions - (“Sell” Side)
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Mergers and Acquisitions - (“Buy” Side)
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Systems Implementations
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Business Valuations
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Note: Although competitors are capable of providing the services listed above, their business models are focused on earning maximum fees given larger overhead costs and therefore, are generally unable to provide their expertise for a price that is competitive.
Let’s Work Together
Contact us today to learn more about how we can help your business