Peak Tech teams up with Marco to plan their first ever full company retreat

Peak worked with Marco to put together a “transformative” retreat for all of Peak's distributed employees in just over a month.

Planning a retreat for an entire company—for the very first time—can be a pretty daunting task. A lot of companies are finding themselves in this situation in 2022, as more prioritize getting their distributed teams together annually or semi-annually.

Learn how Peak Technology Partners outsourced this major logistical challenge to Marco earlier this summer and saw incredible results. 

About Peak Technology Partners

Not your typical investment bank, Peak Tech’s culture is more like that of a modern tech company’s. While most employees do go into an office, Peak offers the flexibility to work from wherever, whenever, as long as the work produced is excellent. They pride themselves on being culturally different in the space, and they see Marco as an extension of that.

  • Headquarters: San Francisco, CA
  • Number of Employees: 30
  • Founded: 2016
  • Industry: Investment Banking
  • Workplace makeup: In-person across 5 distributed offices — San Francisco, Denver, Los Angeles, New York, and Phoenix.

The Challenge

Peak Tech had never planned a full company retreat before, so the task felt a bit daunting and out of scope. The in-house primary planner for the retreat, Dave Kirby, is a Managing Director at Peak. Retreat planning is not necessarily a core competency, and he was eager to find professional help to ensure that the main goal of the retreat—for the entire team to meet, break bread, and have a positive experience—was achieved.

In addition, the company is distributed across 5 offices all over the country. This added new layers of complexity, as people would be coming from all over, many had never met in person, and personal preferences were somewhat unknown. In Dave's words:

“We would have gotten a lot wrong if we hadn’t worked with Marco. Knowing that Marco was taking care of everything, helping us hit deadline and creating the perfect itinerary, augmented everything. It was a top tier retreat. Really incredible.”

Screen Shot 2022-07-26 at 3.09.44 PMOne of many very special full-team dinners in Napa during the Retreat

The Solution

The Peak Tech team quickly determined that bringing in a professional third party would springboard everything to another level—far beyond what they could do in-house without the event-planning expertise. Dave and the team chose Marco Experiences based on the high level of service offered, the partnerships Marco has with Retreat Destinations across North America, and the custom, best-in-class itinerary planning that Marco could offer.

“Marco was great in terms of pushing enough, being persistent, and ensuring we hit deadlines—but also was understanding that we have a business to run and we might not be totally on top of everything all the time. They made sure it went off without a hitch, and the handoff to the onsite team in Calistoga was seamless.”


The Experience

Screen Shot 2022-07-26 at 3.19.46 PM

In June 2022, after just 1 month of planning, and limited back and forth between Peak leadership and the Marco team, the Peak Tech team met in Calistoga—in the heart of the Napa Valley, CA. They enjoyed a few unforgettable days of hiking, lawn games, private dinners, chill time by the pool, s’mores over campfires, and more.

“Everyone is pretty stretched on the team, so we wanted to give people some downtime. Marco was really great about gently guiding us not to over schedule, to build in some free time—and that was honestly some of the best time. It was organic and relaxing. People weren’t required to come hang by the pool, but everyone showed up. It was very positive.”


The Results

The return on an investment like a team retreat is hard to quantify, but Peak Tech felt like the unmeasurable return was extremely high. Dave articulated it well when we chatted after the retreat:

“The fact that we’re absolutely going to do this again is an indication that the sentiment was very high. The positive culture building aspects are not as quantifiable, but they’re huge. We received countless comments and positive reactions from the entire team, and many new team members were able to build real relationships.

From a business perspective, during the one working session, a lot of best practices were shared during the sessions—practices that are already being implemented.

Lastly, a tremendous amount of good will was earned across the team. It was definitely overdue. We feel like it was a fantastic investment.


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