Think Independently Act Wisely

Think Independently Act Wisely

Think Independently Act WiselyThink Independently Act WiselyThink Independently Act Wisely

Peale Davies is an independent advisory firm that provides strategic and financial advice on acquisitions, private capital solutions, restructurings and growth initiatives.


Our clients include leading domestic and international middle market and emerging growth companies, private equity sponsors, credit funds and family-owned and entrepreneur-led businesses.


Peale Davies has advised over 100 firms across a broad range of industries and transaction types through its office in the New York and through strategic partnerships with leading advisory experts and firms globally. 

Recent focus

  • Cost Reduction and Efficiency
  • Sales Growth through Sales Management Analytics
  • Financial Process Software and Automation
  • Lender Relations
  • New Business Strategy and Execution
  • Independent Director and Related Advisory Services for Lenders and Direct Investors.

Representative Assignments

  • GSC Investment Corp — Direct Investments and Distress
  • Orchard First Source — Leveraged Finance
  • Triangle Capital — Leveraged Finance
  • Garrison Investment — Distressed and Leveraged Finance
  • Saratoga Investment Corp. — Direct Investments
  • Freedom Capital Corp. — Direct Investments and Leveraged Finance
  • WH Industries, Inc. — OE Diesel Engine Parts
  • I-Snapshot — Sales Management Software
  • Sun Healthcare Group — Healthcare
  • FCL Graphics — Commercial Printing
  • CMF China — Professional Services
  • APW Ltd. — Telecom Equipment
  • Church Street Health Management — Dental Clinics
  • Vein Associates — Healthcare
  • Private Client — Electronics Equipment
  • Private Client — Lighting Distribution
  • Private Client — Medical Marketing/Publishing
  • Tranmit PLC — Procurement Software
  • Visuality — Merchandising Software
  • Private Client — Aftermarket Automotive
  • Family Home Health Services — Healthcare
  • Private Client — Fabric Testing Services
  • Private Client — Federal Defense IT Solutions
  • Private Client — Internal Combustion Engine Components
  • Lending Tree — Financial Services
  • Gleacher & Company — Investment Bank & Advisory Services  
  • TheStreet, Inc. — Digital Media/Financial Advice    
  • MTM Technologies, Inc. — Software, Solutions and Services
  • NewRiver, Inc. — Internet-based Financial Documents 
  • Electronic Clearing House — Credit Card Network and Payment Processor
  • United Technologies — Manufacturing, Supply Chain and Distribution
  • Loctite - Adhesives

Steve Looney, Managing Director, is an experienced metrics-driven manager and director, and is a CPA and an attorney.


He is a graduate of The University of Washington, with degrees in accounting and law, worked with The United States Securities and Exchange Commission, A.G. Becker-Warburg Paribas Becker, PCCI Inc. and WH  Industries, Inc.


111 John Street, Suite 2505

New York, New York, 10038


https://www.linkedin.com/in/acquisitionandrecapfinance/


looneys@pealedavies.com


+1 201-739-9848

image1

 



Keith B. Hall, Senior Adviser, is a strong financial executive, independent corporate director and audit committee financial expert. He is a creative problem solver, especially in turnaround situations, and has led several IPO’s and numerous capital raises.


He is a graduate of The Harvard School of Business and Coe College with degrees in Business and Economics. Keith has extensive public and private company experience across multiple industries. He has served as CFO at four public companies, including LendingTree.com, Loctite and Legent, as CEO of an Asian-based software company and in multiple financial roles at United Technologies, including CFO of the Carrier Division.

image2