Clear Peak Capital
More Than A Private Equity Partner.
Accelerating the Future for IT Services Businesses Through Tailored Growth Solutions.
Our Focus: IT Services
We believe that deep expertise in defined industry verticals yields the best outcomes. This belief allows us – as investors and operators – to focus on how we can help grow best-in-class businesses by allocating capital deliberately and bringing specific resources to the table.
We are interested in acquiring businesses in the verticals of Digital Transformation, Managed Service Providers (“MSPs”), and IT Asset Managers & Disposition (“ITAM” / “ITAD”).
If you are looking to accelerate growth and have a company that fits, please reach out.
Investment Criteria
Digital Transformation
Business Model Attributes
Companies that are doing important work for clients evidenced by concentration, long tenures, and increasing headcount and bill rates.
Open to all delivery models: on-shore, near-shore, and off-shore but will ideally have large US-based enterprise clients.
Size: $2mm-$5mm of EBITDA
Ecosystem
Public Cloud:
AWS / Azure / GCP application modernization and custom application development.
Data & Analytics: Databricks, Snowflake, PowerBI, Tableau, etc.
Enterprise Software:
Companies that are facilitating the delivery and customization of large install-base software providers (e.g. Salesforce/Mulesoft, Adobe, Oracle, IBM Maximo, etc.)
Managed Service Providers
Business Model Attributes
Holistic outsourced IT services to small to medium-sized enterprises.
Demonstrating an ability to grow within existing accounts and adding new accounts. Ideally providing 2+ capabilities as defined below and clients with an average of >$2,000 MRR.
Size: $500k-$5mm of EBITDA
Capabilities
Device management
IT help desk
Cloud enablement / Private cloud
Security
Project-based work (e.g. setting up new offices)
IT Asset Management & Disposition
Business Model Attributes
IT asset managers that are facilitating high velocity and count of IT assets to large organizations.
ITAD firms that have demonstrated an ability to wrap some service-based revenue around an inherently product-based revenue model.
Size: $1mm-$5mm of EBITDA
Client Attributes
IT Asset Management:
Large enterprises that are in need of tens of thousands of devices to be procured, imaged, and maintained.
IT Asset Disposition:
Large enterprises with concentrated sources of equipment (e.g. datacenters.)
Regulated industries valuing ESG and data protection.
Founder Philosophy
1
Partnership
We partner with leaders and dedicated teams who believe in building great businesses through collaboration with all stakeholders.
As a steadfast partner, our commitment and support is unwavering through the highs and lows, recognizing that the journey to success always involves overcoming setbacks.
2
Transparency & Alignment
Transparency and alignment are foundational for our partnerships and are guiding principles for our interactions with all stakeholders.
We develop alignment on major decisions as a team and there are no hidden agendas. We strive to act with integrity and open communication at every juncture.
3
Value Add Through Industry and Functional Experts
We have in-house and extensive relationships with both industry and functional experts.
At every step of the journey, we roll up our sleeves alongside you to not only address challenges but to uncover new growth opportunities for your business.
Clear Peak
Philosophy
People Make the Investment
The founder, the management team, our capital partners, and the people we bring around the investment will dictate success. We myopically focus on having the right folks around the table.
Margin of Safety
No investment will go up and to the right. We protect the downside by having the right people and demeanor, buying at the right price, and using low levels of leverage.
Deep Expertise
We dive deep into the sub-themes of IT services, allowing us to move with speed and conviction.
Curiosity
We are constantly learning and pulling on threads of curiosity to deepen our knowledge. This allows us to proactively allocate time and capital to the most favorable niches.
Process Over Outcome
Every plan developed will be "wrong" the day it's published. Through continual process improvement and questioning of our assumptions our goal is to be less wrong.
Flexibity of Thought
Changing your mind as the facts change is rewarded, not admonished. "I was wrong" means we are learning and moving forward.
OUR TEAM
Donza Worden
Partner
Tel: 906.322.7483
dworden@clearpeak-capital.com
Donza has spent ten years in private equity, most recently as an investment professional at NMS Capital where he led the IT Services investment theme. Previously, he was an investment professional at LaSalle Capital. Over his career, he has completed 15+ transactions totaling approximately $1 billion in value.
Donza has extensive experience with thematic investing, including ideation, transaction execution, and portfolio management. He has led multiple transactions with founder-owned businesses and has experience developing and implementing structured solutions for each situation. He prides himself on his ability to work with founders, sellers, and management teams to understand unique transaction goals and develop aligned outcomes.
Earlier in his career, Donza worked in investment banking at R.W. Baird.
Fernando Soto
Vice President
Tel: 631.704.5007
fsoto@clearpeak-capital.com
Luke has been an executive in PE-backed businesses in Technology and Healthcare, including two CFO roles and as Head of Corporate Development. Additionally, he has consulted in multiple operational capacities for PE-backed businesses and previously worked as an investment professional at Flexpoint Ford.
Luke understands the complex issues in scaling and managing a high-growth company with limited resources. He is a hands-on leader with experience leading critical, cross-functional projects and needs including acquisitions and integration, annual budgeting, and strategic planning. He prides himself on his ability to work collaboratively with stakeholders at all levels, from the Board of Directors to departmental staff members.
Earlier in his career, Luke worked in investment banking at R.W. Baird.
Fernando is a VP at Clear Peak Capital and is responsible for sourcing, execution and management of portfolio activities. Fernando was most recently an Associate at Alten Capital an IT Services focused investment firm. He was previously an Associate at Houlihan Lokey’s Technology Group. Prior to Houlihan Lokey, Fernando worked as an Analyst at Teneo Capital within its Restructuring Advisory practice and as an Analyst in the TMT leveraged finance group at Citizens Bank.
Fernando graduated cum laude from The Pennsylvania State University with a BS in Finance and a concentration in Accounting, Entrepreneurship, and Innovation.
Industry Experts
Jim Dixon
Former CEO of CompuCom
ITAD/ITAM Industry
Expert
Brian O'Connell
Former Principal and Shareholder of Service Leadership
MSP Industry
Expert
To Be Announced
Former President of [ ]
Former CEO of [ ]
Digital Transformation Expert
Functional Experts
Organic Keyword Search and Adwords Optimization
Operating Packages and Dashboards
Application of AI to Rote Processes
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