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About Us

Why Peak Exists

 A message from Colleen Ferrary, Founder


I've spent my career building and transforming businesses — from billion-dollar market leadership to board service to multiple exits. And I've watched the same problem destroy value again and again.


Strategists who drop plans that can't be executed. Plans that ignore root causes. Plans that exceed team capacity. Plans that look brilliant on paper but collapse in practice. Then the consultants disappear, and you're left trying to execute something that was never designed for your reality.


This is the problem Peak was founded to solve.


Having the right people isn't enough. They must be aligned around the right initiatives. That's why assembling people-first leaders has been my singular mission — leaders who understand that strategy without executable design is worthless. Leaders who stay embedded until transformation takes hold. Leaders who've been operators, not career consultants.


At Peak, every strategy we build is designed with your team's capacity in mind. Every plan addresses root causes, not symptoms. Every engagement includes the people who will help you execute.


Real transformation requires the right people, aligned around executable strategies, committed to your outcomes.


That is Peak.

The Peak Leadership Team

Florian Schafer | Operating Partner Business Transformation

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

Hawaii    


 "An outstanding strategy without great adoption is just expensive planning."
 

Florian is a transformation strategist with 15+ years of experience helping private equity firms unlock value across complex, multi‑layered organizations. With a background leading enterprise transformations for Deloitte and driving operational strategy for PE‑backed companies, he specializes in turning ambitious investment theses into executable, measurable results.


Beyond multiple advanced degrees, Florian has led transformation programs affecting more than 100,000 employees, built governance systems that accelerate decision‑making, and managed multi‑year PMOs with $10M+ budgets. His work spans global system rollouts, finance transformations, and process optimizations that deliver material EBITDA impact and operational resilience.


He has partnered directly with private equity leadership teams to build 5‑year value‑creation plans, conduct operational due diligence, and identify the levers that drive scalable, repeatable growth. His experience includes supporting healthcare systems, multi‑site operators, and global enterprises through integration, restructuring, and enterprise‑wide change.


Florian’s ability to translate complex strategy into adoption at scale makes him a trusted operating partner to PE firms seeking disciplined execution, accelerated value creation, and organizational alignment.
  

When he’s not guiding C-suite leaders through transformation challenges, you’ll find him helping his boys connect with nature, paddling outrigger canoes in Kailua Bay, and exploring cultures and languages.

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

New York


“"Numbers don't just tell the story of where you've been, they reveal the path to where you're going."

 

Gershon is a financial strategist and fractional CFO network architect with deep Wall Street foundations and over a decade building elite finance teams. Gershon has assembled an exceptional bench of Fortune 500 and Big Four CFO talent - including executives from Deloitte, PwC, Johnson & Johnson, and Pfizer -creating scalable solutions for high‑growth companies and PE‑backed businesses.


His background spans investment banking, bond finance at the New York State Housing Finance Agency, and corporate finance consulting across industries. Gershon and his team specialize in financial transformation, capital raising strategy, M&A support, and exit preparation - translating institutional‑grade rigor into actionable strategy for middle‑market companies.


As an Adjunct Professor of Finance at Touro College and three‑time business consulting award winner, he combines academic discipline with hands‑on execution. Gershon's pragmatic approach helps CEOs, CFOs and their investors build financial infrastructure that drives growth, secures capital, and maximizes enterprise value—without the cost and complexity of full‑time finance teams.


When not advising clients, Gershon mentors entrepreneurs through The Jewish Entrepreneur and connects business leaders through the South Shore Executive Network he founded.

Pablo Pita | Operating Partner Brand Strategist & Marketing Team

Gershon Morgulis, MBA | Operating Partner Finance & CFO Strategy Team

Peter L. Allen Ph.D., M.B.A. | Operating Partner Leadership, Training & Development

 Greater NYC

 

"Creating game-changing brands and propelling business success."

An award-winning marketing strategist, Pablo founded and led two successful exits of leading marketing agencies in the metro NYC market. His work in the nonprofit and Fortune 500 space has earned him awards in strategy and branding. Pablo has led and managed multiple successful raises in the startup and nonprofit space, each time exceeding funding goals. 


A certified business coach and A.I. skilled marketer, he has crafted transformative marketing strategies
that drive measurable success both outside and inside of an organization. His people-first initiatives help Pablo connect the dots between strategy, creativity, and team execution to build brands that don’t just stand out, they lead.

He believes true impact comes from uncovering a company’s untapped
potential, aligning brand purpose with business growth.

   
Beyond the boardroom, Paul is dedicated to mentoring emerging creatives,
ensuring the next generation of brand leaders continues to push boundaries. 

Peter L. Allen Ph.D., M.B.A. | Operating Partner Leadership, Training & Development

Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

Peter L. Allen Ph.D., M.B.A. | Operating Partner Leadership, Training & Development

New York City


"True growth requires not only strategy and execution, but the people to lead and the culture to sustain your company."


Peter Allen is a global people and organizational leadership executive with a proven record of building the human infrastructure that makes strategy executable. With senior roles at APL Group (Chief People Officer), Agoda.com/Booking Holdings (VP of People), and McKinsey & Company's Organization and Strategy practices, he brings deep expertise in talent architecture, leadership development, and people-first transformation — the capabilities PE firms need to stabilize, scale, and exit.


Peter founded Google University, Google's first central learning and development function — a signal of both his seniority and his ability to build from zero inside a high-growth, high-complexity environment. As an ICF-certified executive coach (PCC), he works with senior leaders across financial services, technology, healthcare, and beyond to close the gap between leadership potential and execution.


Armed with an MBA from Wharton and a Ph.D. from the University of Chicago, Peter has lived and led across the U.S., U.K., France, Singapore, and Thailand — bringing a genuinely global lens to people strategy in complex, cross-border organizations.


In his free time, Peter loves traveling, cooking, reading, writing, and exercise. He currently resides in New York City with his husband, Jet Heng. 


Mattieu Champigny | Operating Partner & Private Equity Advisor

Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

 Greater NYC


 "Scaling creative and SaaS platforms through strategic clarity and operational excellence."


Mathieu is a seasoned operator and private equity advisor with more than 20 years of experience leading companies through turnarounds, high‑impact growth, and successful transactions. Known for transforming vision into enterprise value, he brings deep expertise across SaaS platforms, roll‑ups, brand management, creative technology, and production.


Beyond multiple advanced degrees, Mathieu has sharpened his edge through global leadership roles and hands‑on operating partner work inside private equity, guiding multiple organizations through successful exits. 


He has led global teams, rebuilt operational foundations, and positioned companies for acquisition readiness. He often steps in at critical inflection points where precision and speed matter most. His experience spans complex integrations, restructuring, and the development of scalable systems that unlock growth and long‑term value.


An avid outdoor lover and snowboarder, you will find Mathieu enjoying the mountains or kayaking whenever he has time. While leading businesses, he always ensures to spend quality time with his young twins.


Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

Paul Anfinsen | Operating Partner Strategy Development & Implementation | Organizational Culture

Chicago


“ A successful voyage from strategy formulation across the sea of implementation requires navigating the currents of culture .”

 

Paul is a strategic operator and organizational transformation leader with more than two decades of experience guiding companies through growth, restructuring, and high‑stakes change. His background spans management consulting, corporate strategy, marketing, and innovation — including years at The Cambridge Group, the premier demand‑strategy consultancy known for helping companies unlock profitable growth.


Beyond degrees from Harvard and Kellogg, Paul has built his career at the intersection of strategy and human behavior, blending rigorous market insight with deep expertise in emotional intelligence, leadership development, and culture transformation. His work includes leading global strategic planning, M&A evaluation and integration, marketing insights, PMO leadership, and executive team facilitation across industries.


He has advised Fortune 500 companies, high‑growth startups, and healthcare organizations, including hospital systems navigating operational and cultural transformation. Paul’s ability to stabilize teams, clarify priorities, and accelerate execution makes him a trusted partner to CEOs, investors, and leadership teams facing pivotal moments.

    

As a trained choral singer and saxophonist, Paul enjoys the collaborative skills and discipline needed to achieve musical artistry as an ensemble. He also practices presence and flow through meditation, improvisational piano, and qi gong movement.

Jeff Barron | Operating Partner Talent Advisory & Strategy Team

Matt Warner | Partner Insurance & Benefits Team

Matt Warner | Partner Insurance & Benefits Team

Los Angeles


"The right people don’t just fill roles they drive transformation."    


Jeff is a Life Sciences talent strategist and operational partner with nearly two decades of experience building high‑performing teams across R&D, GMP manufacturing, engineering, commercialization, and executive leadership. With more than 3,500 niche experts placed across 12 countries, he brings a rare ability to align scientific, technical, and operational talent with the demands of fast‑growth, highly regulated environments.


Beyond his extensive industry experience, Jeff has supported multiple private‑equity‑backed organizations through scale, restructuring, and investor‑driven transformation. His work spans global regulatory environments including FDA, EMA, SFDA, PMDA, and TGA, giving him a deep understanding of the talent required to navigate complex compliance, quality, and manufacturing challenges.


Jeff’s approach is grounded in first‑principles thinking, transparent communication, and a commitment to building teams that accelerate development, strengthen operations, and preserve financial runway. His ability to identify, attract, and secure specialized talent makes him a trusted partner to PE firms, founders, and life sciences leaders facing pivotal growth moments.

  
An athlete and adventurer at heart, Jeff thrives on momentum, whether
trail running, surfing, or navigating the ever-changing talent landscape. Just
like in sports, he knows success comes from strategy, adaptability, and
having the right team in place to win.

 

Matt Warner | Partner Insurance & Benefits Team

Matt Warner | Partner Insurance & Benefits Team

Matt Warner | Partner Insurance & Benefits Team

New York | Atlanta | Florida

    

 "In both life and business, navigating risks requires a trusted guide.”


Matt is a workforce strategy and risk management leader with more than 20 years of experience helping organizations optimize benefits, reduce exposure, and build scalable people systems. With a career spanning Marsh McLennan Agency, Aon, Gallagher, and ADP, he brings deep expertise across employee benefits, property & casualty, PEO, ICHRA, and M&A‑driven workforce integration.


Beyond multiple industry certifications and awards, Matt has partnered with corporate executive teams and private equity funds to design benefits and risk strategies that improve EBITDA, strengthen retention, and support sustainable growth. His work includes life and disability insurance placements as part of estate planning, multi‑state benefits harmonization, and risk mitigation programs for complex, fast‑growth organizations.


He has led major account portfolios, supported multiple transactions, and advised leadership teams through restructuring, cost containment, and workforce stabilization. Known for his proactive approach and exceptional follow‑through, Matt is a trusted partner to CEOs, investors, and operators seeking clarity, compliance, and competitive advantage in their people strategy.

    
An avid traveler with a passion for the exotic , Matt knows some risks -like
running into a tiger - are unavoidable, but smart preparation makes all the
difference. Whether in the wild or in business, he ensures his clients have
the right protection when it counts. 

Tony Franklin | Partner Revenue Architecture & Commercial Transformation

Matt Warner | Partner Insurance & Benefits Team

Tony Franklin | Partner Revenue Architecture & Commercial Transformation

 Metro New York


 “A weak sales engine kills enterprise value — a great one multiplies it.”


Tony is a commercial transformation leader and award‑winning media executive with more than 20 years of experience rebuilding, scaling, and professionalizing revenue organizations. Known for turning underperforming teams into high‑velocity growth engines, he brings deep expertise across TV, digital, CTV/OTT, addressable, and advanced advertising.


With leadership roles at Xandr, Warner Bros. Discovery, DIRECTV, Viamedia, and Undertone, Tony has delivered record‑breaking revenue performance, rebuilt sales infrastructure, and led teams through aggressive growth, restructuring, and market disruption. His work includes designing go‑to‑market strategies, installing commercial discipline, and developing top‑tier sales talent.


A recognized public speaker and award‑winning podcaster, Tony hosts "Burn The Blueprint" for Peak, elevating conversations on performance, culture, and modern commercial strategy.


Tony’s ability to diagnose revenue gaps, build elite teams, and drive execution with speed and precision makes him a trusted partner to private equity firms seeking to accelerate top‑line growth and unlock enterprise value.



Outside of work? 

A sports nut.

Period.


Vanessa Chan | Partner Global Commercialization Officer

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

Tony Franklin | Partner Revenue Architecture & Commercial Transformation

 California | Hong Kong


"The future belongs to leaders who can scale technology and humanity at the same time."

    

Vanessa is a global technology and commercial strategy executive with more than 20 years of experience driving growth, market expansion, and organizational transformation across high‑scale enterprises. With foundational training at McKinsey and senior leadership roles at SAP, Google, and ServiceNow, she brings a rare combination of strategic rigor, enterprise execution, and AI fluency.


A graduate of the University of Chicago Booth School of Business and UPenn, Vanessa has led global go‑to‑market initiatives, built high‑performing commercial teams, and guided organizations through digital transformation, AI adoption, and international expansion. Her work spans enterprise SaaS, AI‑enabled customer engagement, partner‑led growth, and large‑scale operational reinvention across Asia, North America, and global markets.


Vanessa also serves on multiple boards and is a certified meditation and yoga teacher, bringing a distinctive perspective on leadership resilience, mental health, and ethical AI. As the founder of Finding Ananda, she is a respected voice on the intersection of technology, purpose, and human performance — helping leaders build cultures that scale sustainably.


   

Outside of the office, Vanessa is a prolific writer and culture creator. Her words and writings inspire thousands of loyal followers.

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

Los Angeles


“In complex enterprises, disciplined procurement isn’t a function, it’s a value‑creation engine.” 


Dawn is a global sourcing and procurement executive with a proven record of driving multimillion‑dollar value creation across Fortune‑level organizations. With leadership roles at Capital Group, Visa, Univision, and The Walt Disney Company, she brings deep expertise in operational efficiency, enterprise transformation, and strategic supplier management — the levers PE firms rely on to unlock EBITDA and accelerate scale.


Armed with an MIT Sloan MBA, Dawn has led enterprise procurement transformations, built Centers of Excellence, and delivered significant cost savings by redesigning sourcing strategy, supplier ecosystems, and procurement operations. Her work spans global contract negotiations, mission‑critical sales and marketing operations, and high‑impact initiatives across multibillion‑dollar portfolios.


She has also advanced diversity, sustainability, and workforce performance across highly regulated environments. Dawn’s ability to align stakeholders, modernize procurement, and deliver measurable financial impact makes her a trusted partner to private equity teams and CEOs seeking disciplined cost optimization and scalable operational infrastructure.

  

Beyond her corporate leadership, Dawn is deeply passionate about sustainability, creative industries, and building systems that help people and organizations thrive through meaningful connection, purpose, and smart design.

George Bonilla | Partner A.I. & Systems Engineering

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

Dawn Marchand | Partner Global Supply Chain | Transformation Leader

New York


“In complex enterprises, disciplined procurement isn’t a function, it’s a value‑creation engine.” 


George is an AI strategist and venture intelligence operator with experience spanning early‑stage technology, SaaS infrastructure, and public‑sector cyber intelligence. With roles across LvlUp Ventures, a16z Speedrun, and TechCrunch, he brings a rare combination of technical depth, market insight, and founder access, giving investors a clear line of sight into emerging technologies and high‑potential teams.


He holds a master’s degree from the University of Cambridge focused on applied AI, has published research in the field focused on API adoption, infrastructure optimization, and SaaS pricing strategy. His work included benchmarking competitive DaaS/SaaS models, mapping database bottlenecks, and guiding a transition from Snowflake to AWS, resulting in measurable gains in adoption and user satisfaction.  


George is a Fellow of the Economic Club of New York and serves as a U.S. Army Officer Candidate, bringing discipline, leadership, and strategic thinking to every project. 

  

When George is not working, he supports alumni relations and events for Oxbridge, supporting innovation and its path to reality.

Chris Abbott | Partner | A.I. & Systems Development

Sarasota


“Building products that make your job easier, the lift lighter, and can help you have more fun at work.”

 

 A product strategist and platform architect with over two decades building and shipping digital products at scale. As founder of Public Products with 5 successful exits, Chris has built 30+ platforms across SaaS, marketplaces, and franchise systems - leading distributed teams of 29 employees (7 FT + 4 PT local; 18 FT overseas) to deliver complex builds on time and on budget.

His background spans U.S. Army leadership (exited as Captain in 2004), electrical engineering from Virginia Military Institute, and CTO/product roles at national and local companies including Neighborly®, PropLogix, and BizZoom. 


Chris specializes in product-market fit discovery, franchise platform architecture, vendor oversight, and de-risking technical builds—translating ambiguous product visions into shipped platforms that generate revenue.


As founder of multiple ventures including Utilasoft, Dusted, Kaloop, CareerDomains, and HomeHutch, he combines hands-on building with strategic product leadership. Chris's pragmatic approach helps CEOs and PE partners turn stalled builds into shipped platforms, validate market fit before burning dev hours, and scale digital infrastructure without the cost of full-time product 

executives.


Living his best life in Sarasota means he's on the water or in the garage creating the world's best steak rub or stadium seating for the upcoming parade.  


Better Systems

Better Systems

Better Systems

Our team, led by Chris Abbott (a founder with 5 successful exits), specializes in building systems that fit the business instead of forcing the business to fit the system.  A unified company dashboard is one of the highest‑ROI upgrades a PE‑backed business can make. Leaders get real‑time visibility across the entire operation: franchise performance, AI‑powered agents, custom apps, and integrated websites, etc., all in one place. The result is faster decisions, cleaner data, tighter execution, and a platform that scales as aggressively as the investment thesis demands. 

PEAKlogic Team

Better Systems

Better Systems

PEAK logic is our elite AI strategy team.  

Most critical is the Talent Strategy team that helps make your A.I. integration easier, embraced, and effective.

We work side-by-side with your team and/or our handpicked group of emerging Ivy‑League‑trained operators (3-8 years of experience) with sharp instincts in business, data, privacy, and engineering. Selected for their speed, rigor, and execution discipline, they deliver the insights, automation, and scalable AI systems that help PE‑backed companies move faster, operate cleaner, and unlock measurable value.


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