Put simply, Peak is about making smart investments to produce superior returns. You will only receive deals that we personally invest in ourselves.

COMPANY OVERVIEW

Peak Asset Management is a boutique investment management firm, headquartered in Melbourne, Australia. We provide private and institutional investors with access to Australia’s most attractive corporate opportunities. Each opportunity must pass our strict investment process.

We only recommend opportunities that our investment team personally invests in. We select corporates to work with that meet our strict investment criteria. As a corporate, you experience a smooth capital raising process, transition to ASX listing, corporate advisory, investor relations and research.

CORPORATE OFFERING

  • Equity capital financing through Pre-IPO, IPO and Placement offerings
  • Dual-listing on Australian and Canadian exchanges (ASX, TSX.V and CSE)
  • Raising Pre-IPO capital for late stage growth companies
  • Appointing a strong board, key stakeholders and after market support
  • Restructuring of company balance sheet
  • Buy-side and Sell-side advisory

OUR INVESTMENT APPROACH

PEAK

Given our co-invest mandate, we pursue corporate opportunities that we only invest in, once qualified through strict due-diligence. Aligning us with the Investor and Corporates

INVESTORS

Peak de-risks traditional high-risk investments and seek highly scalable and growing companies. Our due-diligence usually spans 4-6 months, with an investment decision made only when we are comfortable to put our own capital in right alongside you

CORPORATES

Peak works closely with you across the corporate lifecycle. In addition to raising capital, we help strategically by facilitating M&A’s and JV’s, as well as providing strategic advisory and on-market support

OUR TEAM

NIV DAGAN
EXECUTIVE DIRECTOR

Prior to founding Peak in 2013, Niv headed up HC Securities; spent three years growing its capital markets division and worked on the wholesale desk at Macquarie Bank, servicing a wide range of institutional, intermediary and offshore clients. Niv takes an active approach in managing client funds and is passionate about backing strong management teams that deliver shareholder value. Niv’s focus is identifying great companies that are traditionally not offered to retail & institutional investors and sees a large opportunity in assisting Australian companies expand their presence in the North American markets

CONOR DALEY
INVESTMENT ANALYST

Conor holds a Bachelor of Arts majoring in Politics and International Relations and Criminology from the University of Melbourne, bringing a new unique perspective to the business. Conor holds a Kaplan Tier 1 Securities and Managed Investments certification and recently completed Breaking Into Wall Streets financial modelling course. Boutique corporate advisory experience has provided him with sector agnostic capital markets knowledge with a developing interest in, tech, life sciences and medtech. As part of the Peak Team, Conor manages order execution, client relations, reconciliations, bookings and the entire back and front-end processes of the business.

ALI UKANI
BUSINESS ANALYST – SUSTAINABILITY & ESG INVESTMENTS

Ali holds a Master’s Degree in Environment from the University of Melbourne. He has a prior Master’s Degree in Business Management, Bachelor’s Degree in Financial Markets, and is a Certified Associate in Project Management (CAPM-PMI). He has previously worked on Corporate Strategy and Business Development projects and is enthusiastic about a business and finance centric approach towards sustainability. As part of the Peak Team, Ali is responsible for driving Peak Ethical, which focuses on facilitating ESG –related investment opportunities