PETERSON
PRIVATE EQUITY

StrategyPortfolio Team News

Our Private Equity Strategy

Peterson Private Equity (PPE) is a middle market equity investor that is growth oriented, flexible, and has a long-term mindset. Over the past 11 years, Peterson has raised 7 private equity funds and has made investments across the United States, Canada, and Brazil. Our initial investments range from $2 million to $20 million.

We believe that individuals are the key differentiator in success, and we seek to back entrepreneurs who are strong leaders and creative thinkers. We seek to become a true partner to our entrepreneurs and support them however we can to achieve their dream and their vision.

PPE invests across a broad range of asset classes and geographies. We take a flexible approach to each investment and are able to tailor a transaction that makes sense for each situation and entrepreneur.

PPE makes flexible growth oriented investments in a variety of ways

1. Growth Investments (Majority & Minority)

PPE is best known as a flexible growth investor. We look for opportunities where our invested capital will remain within the business to accelerate an inflection point opportunity.

Whether the goal is to strengthen a balance sheet, expand into new markets, acquire a competitor or any number of growth related opportunities, PPE aims to provide not just capital, but also support and advice to assist the entrepreneur in responding to growth opportunities.

As a testament to our partnership approach, many of our investments are minority deals. We look to support the pursuit of our entrepreneurs’ vision, through access to our capital, expertise, and network – whether or not we have majority control.

2. Buy-outs

While Peterson is best known as a growth investor, we also participate in the more traditional buy-out investment opportunities. Our partner group has extensive experience executing buy-out transactions and has deep relationships in the middle market lending community. Still, in any of our leveraged buy-out investments, we are first looking to drive value through operational growth, and any leverage we use is conservative and context-driven.

3. Sponsor Co-Investments

Peterson frequently co-invests with other private equity firms and independent sponsors who are seeking our geographical or industry expertise. We have enjoyed productive, collaborative relationships with many co-investors over the years. Ultimately, our goal is to help our portfolio companies succeed – sometimes a mix of expertise is exactly what is needed.

"Peterson Partners understood the vision of what I wanted to accomplish in revolutionizing the airline industry. They were with me each step of the way in building that business."

David Neeleman – Founder, Azul

Portfolio

3form

www.3-form.com

Partnered: 2006

Status: Past

Sustainable building materials and architectural hardware solutions for the architecture and design industry.

Access CIG

www.accesscig.com

Partnered: 2004

Status: Past

Records management and storage services.

Ackerman Security

www.ackermansecurity.com

Partnered: 2005

Status: Past

Security systems and services for residential and commercial sectors.

Angoss

www.angoss.com

Partnered: 2013

Status: Current

Predictive analytics and business intelligence software.

Azul

www.voeazul.com.br

Partnered: 2008

Status: Current

Brazilian domestic low-cost airline.

Blue Raven Solar

blueravensolar.com

Partnered: 2015

Status: Current

Originator of residential solar panel systems.

Check Sum

www.checksum.com

Partnered: 2003

Status: Past

In-circuit test solutions for the electronics manufacturing industry.

Cleo

www.cleo.com

Partnered: 2012

Status: Current

Enterprise software solutions for managed file transfer needs.

CODi

www.codiworldwide.com

Partnered: 2005

Status: Past

Laptop computer bags and accessories.

Continental Fire

http://www.guardianfireprotection.com/ http://www.confires.com/

Partnered: 2003

Status: Past

Installation, servicing and monitoring of fire protection systems.

Cranium

www.hasbro.com

Partnered: 2003

Status: Past

“Brain” games, toys, puzzles, and books.

DCI

www.dci-design.com

Partnered: 2014

Status: Current

Voice and data solutions provider to the hospitality industry

Elevated Billing

elevatedbilling.com

Partnered: 2015

Status: Current

Substance abuse and mental health billing.

EnergySolutions

www.energysolutions.com

Partnered: 2005

Status: Past

Comprehensive, integrated services and solutions to the nuclear energy industry.

Eos Airlines

Partnered: 2003

Status: Past

Airline focused on servicing NY/London routes.

 

Equity Metrix

www.equitymetrix.com

Partnered: 2013

Status: Current

Oil and gas revenue recovery and records management.

Evolution Academy

Partnered: 2004

Status: Past

Treatment programs for troubled youth.

Eyewitness Surveilance

www.eyewitnesssurveillance.com

Partnered: 2011

Status: Past

Remote, interactive security surveillance and monitoring services.

Franklin Covey Organization Products

www.franklinplanner.com

Partnered: 2009

Status: Current

Planners and other organizational products.

Handi Quilter

www.handiquilter.com

Partnered: 2005

Status: Past

Quilting machines, frames, accessories and educational materials.

HemaSource

www.hemasource.com

Partnered: 2010

Status: Past

Medical consumables distribution for the plasma collection industry.

I-COAT

www.icoatcompany.com

Partnered: 2003

Status: Past

Independent laboratory and maker of thin film optical coating technology.

InMoment

www.inmoment.com

Partnered: 2013

Status: Current

Customer and enterprise feedback management services.

Integra Partners

www.accessintegra.com

Partnered: 2011

Status: Past

Connects Orthotics and Prosthetics (O&P) and Durable Medical Equipment (DME) providers, health plans and patients who seek efficient, high-quality care.

Jetscape

www.jetscaper.aero

Partnered: 2008

Status: Current

Commercial aircraft leasing, management, remarketing and advisory services.

KPR Mills

www.kprmilllimited.com

Partnered: 2006

Status: Past

India based garment exporter and vertically integrated apparel company.

L.A. Spas

www.laspas.com

Partnered: 2004

Status: Past

Manufacturer of custom made hot tubs.

Ladder Capital

www.laddercapital.com

Partnered: 2008

Status: Past

Comprehensive set of financing solutions to the commercial real estate industry.

Lead Media

www.leadmediapartners.com

Partnered: 2008

Status: Past

Online lead generation services to the higher education market.

Making Memories

www.makingmemories.com

Partnered: 2003

Status: Past

Craft and scrap booking supplies.

MITY LITE

www.mitylite.com

Partnered: 2007

Status: Past

Professionally designed, highly durable furniture products for the business customer.

Oasis Group

www.oasisgroup.eu

Partnered: 2009

Status: Current

Records and information management service platform.

Packsize

www.packsize.com

Partnered: 2007

Status: Current

On-demand packaging systems and solutions.

PEC Safety

www.pecsafety.com

Partnered: 2014

Status: Current

Safety and skills training for the oil and gas contractor workforce.

Peterson GSL

Partnered: 2006

Status: Past

Harvesting of brine shrimp eggs on the Great Salt Lake.

Pinamar (dba Special Events)

Partnered: 2002

Status: Past

Full-service event production and rental company.

Performance Systems Integration (PSI)

www.psintegrated.com

Partnered: 2014

Status: Current

Innovative Life Safety Systems and Services.

QMC Telecom

www.qmctelecom.com

www.qmctelecom.com

Partnered: 2011

Status: Current

Develops, owns, and manages communications towers in Latin America

Quality Mechanical

www.qualitymechanical.com

Partnered: 2007

Status: Past

Mechanical contractor providing services from installation to complete design and build projects.

RevOptix

Partnered: 2014

Status: Current

Services and electronic health records software for the optometry industry.

Reyburn

Partnered: 2006

Status: Past

Lawn and landscape installation services.

Score Media

Partnered: 2003

Status: Past

Media design and print advertising for sporting and other events.

 

SCRMA

Partnered: 2004

Status: Past

Third party administrator for self-funded workers compensation plans, providing claims administration and cost containment services.

Sí Señor

www.sisenor.com.br

Partnered: 2013

Status: Current

Brazilian Tex-Mex restaurant chain.

TL Fab

www.tlfab.com

Partnered: 2007

Status: Past

Structural steel and ornamental iron fabricator.

True North AR

www.truenorthar.com

Partnered: 2004

Status: Past

Account receivables management services.

US Alarm

www.usalarm.com

Partnered: 2005

Status: Past

Residential home security services.

US Lines

www.uslines.com

Partnered: 2003

Status: Past

Container shipping business.

Vivint, Inc.

www.vivint.com

Partnered: 2006

Status: Past

Home security, home automation and energy conservation services.

Vivint Solar

www.vivintsolar.com

Partnered: 2012

Status: Past

Designs, installs, and maintains residential solar systems.

Vulcan Precision Linings

www.vulcanprecision.com

Partnered: 2010

Status: Current

Specializes in rubber linings and other coatings for a wide variety of industrial equipment and parts.

Winder Farms

www.winderfarms.com

Partnered: 2004

Status: Past

Home delivery of farm fresh dairy and organic products.

The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners.
The reader should not assume that an investment in the portfolio companies identified was or will be profitable.

“Our opportunity is not limited by what we know, and thanks to Peterson Partners, we can access a vast network of experienced professionals whose expertise is unmatched. We move forward confidently, knowing that no matter what difficulties we encounter, we have the resources we need to find a quick resolution.”

Hanko Kiessner – CEO, Packsize

News