Everpeak Partners

Everpeak works as a growth advisory for private equity portfolios and growth-focused B2B firms that need their go-to-market operations refined, executed, and scaled. Rather than a single project, the firm frames its work around helping portfolio companies and B2B organizations build the RevOps infrastructure that supports sales, marketing, and operations as they grow.

Core work includes standing up or reworking CRM systems, data, and the surrounding technology stack, with hands-on experience in Salesforce, HubSpot, and Clay while staying vendor-agnostic when recommending tools. Everpeak also guides clients through vendor selection, helping them vet software choices against their specific operational needs. A recurring piece of the offering is an Ongoing RevOps & CRM Monthly service, which keeps sales, marketing, operations, and integrated technology supported after initial buildout rather than leaving clients with a one-time handoff.

A notable deliverable is the construction of real-time, unified dashboards that pull together CRM, ERP, marketing, and operations data that would otherwise sit in separate silos, giving portfolio leadership a single point of truth across systems. Industry focus spans Financial Services, Private Equity & VC, Healthcare & Life Sciences, Manufacturing & Industrials, and Technology & Services. Client-side voices referenced include Eric Brown, CEO of Fullfilltopia; Brian Chappell, Founder of Adapt Marketing; Peter Torelli, CEO of Brightwheel; Erin Whitcomb, Director of Customer Success at Archlogix; and Jon Zirin, EVP at Elite — reflecting the range of operating and executive roles Everpeak works alongside on GTM and RevOps execution.