Peak Performance Advisory Services
Industrial Automation Growth Advisory for Investors and Operators
Peak Performance Advisory partners with private equity firms and industrial automation companies to unlock profitable growth and valuation upside.
We bring decades of OEM, system integrator, and factory automation experience to diligence, strategy, and execution so you can move quickly with confidence.
Peak Performance Advisory Services
For Investors Seeking Value Creation:
We support industrial private equity investors across the deal lifecycle, from industrial automation commercial due diligence to post-close value creation planning.
Typical work includes market and customer voice, competitive landscape, go-to-market effectiveness, pricing leverage, and leadership bench strength
We Provide
- Pre-LOI and confirmatory commercial due diligence in industrial and factory automation.
- Independent assessments of growth headroom, risks, and valuation assumptions.
- 100-day and year-one value creation roadmaps for industrial automation portfolios.
Proof Points:
- Decades of executive experience in industrial automation and advanced manufacturing.
- Advised PE sponsors and operators on multiple industrial automation transactions and growth programs.
- We have engaged with over 40 private equity firms in valuation and diligence efforts across dozens of deals from thesis development to close.
Peak Performance Advisory Services
Marketing and Sales Acceleration
For OEMs, system integrators, and related industrial players, we diagnose commercial performance and design practical, field-ready growth programs.
The focus is on pipeline quality, win rates, channel productivity, and profitable mix.
We Provide:
- Executive strategy alignmet sessions/workshops to align teams with objectives
- SWOT analysis and market development plans
- Go-to-market strategy for industrial and automation offerings (segments, channels, coverage).
- Sales process, funnel management, and key account development.
- Marketing positioning, messaging, and content aligned with technical buyers and specifiers.
Proof Points:
- Developing a strategic plan, SWOT analysis and adjacency study with a System integrator in the metals industry to expand markets to adjacencies, improve organizational structure and identify target prospects for sales pursuits resulted in tripled revenue growth over a 5-year period.
- Led comprehensive strategy and product workshop with major Japanese automation supplier to modernize industry segmentation for product portfolio, go to market messaging, and entire website rebuild.
About Peak Performance Advisory Services
Leadership
Peak Performance Advisory Services is led by John Nesi, an industrial automation executive with 45 years of deep experience in strategy, marketing, and commercial leadership across OEMs, integrators, and global manufacturing customers.
He brings a pragmatic, operator’s perspective to both investors and management teams.
For over 36 years, John was an executive with Rockwell Automation, leading product lines, partner programs, integrated sales and marketing efforts and many of the company's corporate strategic initiatives, including leading all industry strategies, marketing and sales development plans for the Connected Enterprise.
As the leader of Peak Performance Advisory Services, he has engaged with automation industry providers and over 40 private equity firms in assessing growth and acquisition strategies.