PE/VC  Peterson Partners

http://www.petersonpartners.com/





     Office Locations:

2755 East Cottonwood Parkway, Suite 400
Salt Lake City, UT 84121
Phone: 801-417-0748
Fax: 844 270 1746

 

Stages:

  • Expansion
  • Middle Market


 

Industries:

  • Business Services
  • Communications & Networking
  • Consumer Products & Services
  • Energy & Clean Tech
  • Financial Services
  • Food & Agriculture
  • Information Technology
  • Manufacturing & Industrial
  • Medical Device
  • Storage & Hardware

  •  

    Description:

    Peterson Partners provides private equity and venture capital to companies across the U.S. with specific focus in the Intermountain West. Peterson invests in companies and equity needs from $2 million to $20 million that have proven business models and revenues at $5-$100 million, and EBITDA at $2-$20 million. Average investment sizes range from $5-$25 million. The firm currently has $300 million under management. Portfolio companies typically have some or all of the following characteristics: proven business models and positive cash flow; talented management; straight-forward competitive strategies; high operating margins that are generally a function of a special value added service, superior brand or advantaged positioning in an embryonic or growing industry; high growth prospects, through a combination of organic growth and acquisition; and potential for improvements in strategy and/or managerial process. Generally the companies Peterson targets have more than $10 million in revenues, are profitable and are at an inflection point in their development. Peterson Partners supports the founder or entrepreneur to continue the company's growth by providing capital, developing strategy, supplementing the management team and eliminating personal guarantees. Peterson has also backed proven business leaders in acquisitions or management-led buyouts of high growth businesses. The firm is investing through Fund V, started in April 2008 with approximately $115 million of committed capital.


     

    Funds:


      Fund Name


      Amount


      Date

    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Ben Capell Partner
    Clint Peterson Managing Partner
    Dan Hanks Principal
    Eric Noble CFO & CCO
    Ilana Stern Partner

     

    Recent Funding Events (trailing 12 months):


      Date


      Name


      State


      Amount


      Stage


      03/06/2024


      Tava Health


      UT


      $20,000,000


      Series B


     

    Portfolio companies include:


      Charlie


      Eargo
        web link


      Glowbar
        web link


      TAFT
        web link


      Tava Health
        web link


      Zartico
        web link


     

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