Peterson Partners provides private equity and venture capital to companies across the U.S. with specific focus in the Intermountain West. Peterson Partners invests in companies with proven business models and revenues of at least $10 million. Peterson Partners currently has $300 million under management.
Peterson Partners provides private equity and venture capital to companies across the U.S. with specific focus in the Intermountain West and its high growth cities such as Salt Lake City, Phoenix, Las Vegas, Reno and Boise. We typically fund companies that:
Have a proven business model
Have annual revenues over $10 million
Show strong margins on products or services
Have a history of profitable operations
Are positioned within high growth industries
For us, there’s no single “right way.” Each venture is structured to reflect the unique nature of the people, finances and business needs. The strategies that have created value for us and our partners include:
Management Buy-outs
Acquisitions
Growth Capital
Recapitalizations
Industry Consolidations
Generational Sales
Peterson Partners is actively sourcing private equity and venture capital investment opportunities in the states of Utah, California, Arizona, Nevada, Idaho, Wyoming and other Western states. If you are attempting to sell a business, recapitalize. find a growth equity partner or if you are a deal sponsor attempting to raise equity to complete an acquisition or management buyout, please contact us at info@petersonpartnerslp.com.
Our Strategy
Success stories like Instashred motivate us to find, fund and grow entrepreneurial businesses. It takes a special chemistry between companies and financial partners to be successful. A strength at Peterson Partners is our ability to identify the players in a range of industries and to forge solid relationships built on a mutual understanding of the business.
Peterson Partners is a private equity investment firm with a unique approach. Since 1995, Peterson Partners has invested in more than 50 portfolio companies in numerous industries. We are one of the few private equity firms focused on backing businesses whose revenues are between $50 million and $100 million, with equity needs ranging from $1,000,000 to $10,000,000.
Our strategy is simple: success comes from backing talented entrepreneurs. We value leadership and creative thinking and find many of these leaders in smaller businesses. At the same time, we’re interested in creating companies of scale and enduring value.
Peterson Partners has a demonstrated track record of creating value for our investment partners and outside investors: we are ranked in the top percentile of investment groups in the U.S. for return on investment over a 10-year period.
Today we have over $300 million of capital under management and are looking for talented, creative, out-of-the-box thinking executives with strong leadership skills and a desire to partner with a view to the long-term. Because Peterson Partners is not dependent on outside capital or third party investors’ timetables and expectations, we are able to invest over a long time horizon in businesses we believe have longevity and the potential to grow. How does this translate to a CEO? It means that you will have one-on-one support from a partner. It also means opportunities don’t languish in indecision. The accessibility of our senior management team opens doors to growth.
Our Investments
We've built our reputation on businesses that we know and understand from the inside out. We actively seek businesses with more than $10 million in revenue that are simple, but with strong, defensible market positions. Our portfolio companies are engaged in: business services, light manufacturing, and consumer goods and services.
3 Form
Manufacturer of cutting edge translucent panels that are produced with multi-layer, resin-based material and fabric with a high-design component. These panels, similiar to but less expensive than specialty glass, are used in various commercial applications and are sold through Architect and Designer channels.
Access CIG
Records management and storage services company with facilities in California and Hawaii.
Ackerman Security Systems
The largest independent provider of security alarm installation and monitoring services in the greater Atlanta market with more than 25,000 customers.
Alarm Funding Associates
Alarm Funding Associates is a consolidator of security alarm contracts throughout the United States.
ApxAlarm
ApxAlarm, a home security company, is one of the largest full-service residential alarm companies in the country. They operate in 62 markets in 37 states as well as Canada and Puerto Rico.
Asurion
Asurion brings new value and peace of mind to many of the world.s largest wireless carriers, system integrators, OEMs and their customers. Asurion provides enhanced services to more than 12 million wireless subscribers. Products include handset and data device insurance programs, roadside assistance services, warranty management plans, equipment management solutions and a variety of customized products.
Beacon Fire & Safety
Based in the San Francisco Bay Area, Beacon Fire & Safety provides sales and service of fire safety equipment, including portable extinguishers, restaurant hood systems, and sprinkler systems to businesses and residential clients in the Bay area.
Brandrud
Brandrud manufactures high-quality, functional, commercial furniture for health care, higher education and educational institutions. The company is known for its track record of quality, value, service, and integrity. Over the years, Brandrud has earned a loyal customer base and maintaining long-standing relationships among leading companies in each of its markets. From Brandrud’s production facilities near Seattle, Washington, the company supplies furniture to prestigious universities and medical centers across the country, such as Harvard and the Mayo Clinic.
CheckSum
CheckSum is a leading supplier of low-cost in-circuit test solutions to the worldwide electronics manufacturing industry. Its products and services include systems, fixtures, and programs that detect manufacturing process faults on complex SMT printed circuit assemblies and that provide value-added operations such as In-System Programming of digital chips.
Codi
Codi is a manufacturer and retailer of laptop computer bags and peripheral computer devices.
Continental Fire & Safety Services
Continental Fire installs systems for fire protection including sprinklers, alarms and emergency lighting. They also offer the subsequent servicing and monitoring of systems.
Cranium
Cranium was founded in 1998. This successful game manufacturing company creates games for children through adults. The original Cranium game became the fastest selling independent board game in history.
EnergySolutions
EnergySolutions is a national energy services company headquartered in Salt Lake City, Utah that provides comprehensive integrated services and solutions to the nuclear energy industry.
EOS Airlines
EOS is a premium executive airline service currently offering international flights from New York to London. Designed with a clear focus on today's business traveler, Eos' single, premium class service will give the customer 21 square feet of personal space.
Handi Quilter
Handi Quilter manufactures high quality mid-arm quilting machines, portable frames, and tables for the home and commercial quilter.
I-Coat
Based in Southern California, I-Coat is the leading provider of anti-reflective coatings for eyewear lenses, producing almost a million coatings annually. VIVIX hard coating reduces glare and reflection on both sides of a lens allowing 99% of the available light to be transmitted to the eyes.
LA Spas
LA Spas is a California based manufacturer of spas and gazebos. LA Spas offers advanced plumbing configurations and jet systems, vacuum formed spa shells, premium options including full entertainment systems.
Pinamar, LLC
Bay Area Tents. Special Events is a full-service event production and rental company. One of the largest suppliers of tents and rental equipment for corporate events, conventions, fairs and festivals, and other large events, parties and weddings in Northern California
Score Media
Score Media is the fastest growing arena advertising company in the country reaching more than 50 million consumers annually through its network of unique advertising signage in and around the washrooms of major sports and entertainment arenas.
True North AR
Provides collection and collection related services to a wide range of public and private corporations.
U.S. Lines
U.S. Lines is a transpacific carrier offering service between Shekou, China, Hong Kong and Long Beach, California. USL.s management team created the line to bring reliable, flexible and personalized service to the transpacific trade. With five 1700-TEU vessels, USL is able to offer competitive transit times, desirable weekend vessel cut-offs, and a dedicated hot stowage program for time-sensitive cargoes.
Wind River Management, LLC
Platform company for acquisition of route based businesses with an initial investment in the liquid waste disposal industry.
Winder Farms
Winder Farms, formerly known as Winder Dairy, has been providing fresh dairy to the doorsteps of tens of thousands of Utah homes since 1880. They deliver over 70 products that come fresh from the farm.
Our Team
Peterson Partners understands companies within the business service, light manufacturing, consumer goods & services and real estate sectors. Our team has a working knowledge of the needs of smaller companies and a strategic vision of what it takes to make these companies grow and flourish.
Jordan Clements
Jordan Clements has been managing partner of Peterson Partners since its inception in 1995. Prior to co-founding Peterson Partners, Jordan was a partner in a San Francisco Bay Area law firm, where he practiced corporate and business law. He holds a law degree from Brigham Young University. He currently serves on the boards of several portfolio companies, including Energy Solutions and 3form.
Richard Durham
Richard Durham joined Peterson Partners in 2003. Prior to that, Richard was CFO of Huntsman Corporation and CEO of Pliant Corporation. He graduated from Wharton School of Business and the University of Pennsylvania. Richard serves on the boards of Pliant Corporation, Huntsman Corporation and Momentum Media. He is also a trustee of the Jon and Karen Huntsman Foundation.
Joel Peterson
Before founding Peterson Partners, Joel Peterson was the managing partner at Trammell Crow Company. He holds an MBA from Harvard and currently teaches entrepreneurial management at Stanford's Graduate School of Business. He currently serves on the boards of jetBlue and Asurion.
Rick Stratford
Rick Stratford joined Peterson Partners in 1999 after working for Hewlett Packard and Arthur Andersen. He holds an MBA from Wharton and a Masters of Accountancy from Brigham Young University. He sits on the boards of ApxAlarm, Brandrud, True North AR, Winder Farms, US Lines and CheckSum.
Larry Cook
Prior to joining Peterson Partners in 2004, Larry worked in the mergers & acquisitions group at Sullivan & Cromwell in New York where he was a member of deal teams involved in transactions such as General Mills' acquisition of Pillsbury, Citigroup's acquisition of Banco de Mexico and Echostar's attempted acquisition of DirecTV. Larry is a graduate of Stanford University and holds MBA and Law degrees from BYU. He has previously worked in the investment banking group at Lazard in New York and clerked for the Senate Judiciary Committee. Larry sits on the boards of Evolution Academy and True North AR.
Jason Reading
Prior to joining Peterson Partners in 2004, Jason held various positions at Leucadia National, a publicly held investor in distressed assets. Jason has also worked in the Technology Mergers and Acquisitions Group at Merrill Lynch and Audit and Business Advisory Services group at Price Waterhouse. He holds an MBA from the Harvard Business School and a Bachelor's degree in accountancy from Brigham Young University. Jason is also a major in the Army National Guard and has recently returned from a one year tour of duty in Baghdad, Iraq where he served as a company commander for a combat engineer company. He sits on the boards of Alarm Funding Associates, Winder Farms, Handi Quilter and Reyburn Companies.
Andrew Dent
Andrew Dent joined Peterson Partners in 2006. Prior to that, Andrew worked with Ernst & Young's transaction support practice in New York providing mergers and acquisitions advisory services to private equity funds. While in New York, he participated in transactions ranging from $35 million to $3 billion in value. Andrew received a Masters of Accountancy from Brigham Young University.
Kristi Kruckenberg
Kristi Kruckenberg joined Peterson Partners in 1997. She is the firm.s office manager and oversees investor relations. Kristi previously worked at the University of Utah School of Medicine. She has a Political Science degree from Utah State University.
Monica Jensen
Monica Jensen joined Peterson Partners in 2004 as a controller. Prior to Peterson, she was an investment operations senior associate for Quellos Private Capital Markets, LP in Seattle, WA. In addition, she worked for Ernst & Young LLP in Assurance and Advisory Business Services and for Arthur Andersen LLP in the tax division. She received her Bachelor.s degree in Business Administration from Emory University.
Kara Cooper
Kara joined Peterson Partners in 2006 as the Office Manager.
Henry Eyring
Henry J. Eyring is an Associate Academic Vice-president at Brigham Young University-Idaho, with responsibility for on-learning and instructional technology. Henry attended Brigham Young University, earning degrees in Geology (B.S., 1985), Business (M.B.A., 1989), and Law (J.D., 1989). He was a student editor of the J. Reuben Clark Law Review. Henry worked from 1989 to 1998 for Monitor Company, an international management consulting firm based in Cambridge, Massachusetts. During that time, he served as President of Monitor Institute, the subsidiary of the firm that consults in the public sector. In 1998 Henry became Director of the MBA Program at BYU, a position held until 2002. From 2003 to 2006 he presided over the Tokyo North Mission of the Church of Jesus Christ of Latter-day Saints. In addition to serving now as a strategic advisor to Peterson Partners, Henry is a director of SkyWest Airlines. He and his wife, Kelly, are the parents of five children.
Investment Partners
Peterson Limited Partners
Peterson draws on the experience and resources of limited partners to build value in portfolio companies. Their experience is diverse and their strategic vision is an asset for growing businesses.
David Checketts
David Checketts is the former CEO of Madison Square Garden. Previously he was the head of NBA International and President of the Utah Jazz. He is an active independent investor with focus on the sports and media sectors. He serves on several boards, including that of JetBlue.
Roger Davisson
Roger Davisson is a former General Partner of Brentwood Venture Capital focusing on information technology and healthcare companies. He is an active independent investor, director and consultant in early-stage and leveraged buyout opportunities.
Rowland Moriarty
Rowland Moriarty was a professor at Harvard Business School. He is currently Chairman of Charles River Associates and serves on several boards, including Staples, Inc. and Trammell Crow Company. He is a noted expert in industrial marketing.
Robert Nakasone
Robert Nakasone is the former CEO of Toys R Us. He currently serves on several boards including Staples, Inc. and Making Memories. He is also a former Senior Executive of Osco Drug Stores, a division of Jewel Companies of Chicago.
David Neeleman
David Neeleman is the founder, Chairman and CEO of JetBlue. Previously he was a founder and President of Morris Air, a successful Utah-based discount airline that was sold to Southwest Airlines. David was also a founder of WestJet, a Canadian low-fare carrier.
Martin Trust
Martin Trust is the president of Brandot International and former president and CEO of Mast Industries, one of the world’s largest international apparel producers. He serves on several boards, including The Limited and Staples, Inc. for which he is the Lead Director.
Steve Wheelwright
Steve Wheelwright is a Harvard Business School professor and Senior Associate Dean responsible for HBS publications. He previously served as the Senior Associate Dean responsible for the MBA program. He has authored numerous books and publications with a particular emphasis on strategy and operations.
Contact Us
Office
Peterson Partners
2825 East Cottonwood Parkway, Suite 400
Salt Lake City, UT 84121
(801) 365-0180
(801) 365-0181 fax
E-mail
info@petersonpartnerslp.com
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