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People make the difference

For over 15 years, and across 200 companies, Peterson Partners has partnered with exceptional entrepreneurs. This experience has confirmed for us that people are the key differentiator in success. Entrepreneurial leaders are different from other leaders. They’re the people creating the future, the people so determined to get things done that they make magic. They are the change makers.

We back leadership teams who have the grit and passion to build enduring enterprises that make a difference. Partnering with people like this is our dream job. We love nothing more than rolling up our sleeves to help great people build great businesses.

You really want an investor that will work with you, teach you, and help you through hard times. You’re trying to find a fit. We’re not the right investor for certain entrepreneurs and we are for others. I think there are times when entrepreneurs get so desperate and hungry for money that they’re selling. They shouldn’t be selling. They should be interviewing investors as much as the investor is interviewing them.

History

We were founded by Joel Peterson, a teacher of entrepreneurs, a long-time backer of entrepreneurs, and an entrepreneur himself. After helping to build Trammell Crow Company into a multi-billion-dollar enterprise as Managing Partner, Joel founded Peterson Partners with the mission of helping entrepreneurs achieve their dreams and began teaching at the Stanford Graduate School of Business. Peterson Partners, comprised of Private Equity, Venture, and Search Funds, seeks to fulfill that mission by building organizations and leaders on the principles Joel has taught for the past 25 years.

Our Team

Joel Peterson Founding Partner & Chairman

Joel Peterson Founding Partner & Chairman

Joel Peterson has been on the faculty at the Graduate School of Business at Stanford University since 1992, teaching courses in real estate investment, entrepreneurship, and leadership. Joel served as Chairman of the Board of Overseers at the Hoover Institution at Stanford from 2016 to 2019. He also served as Chairman of the Board at JetBlue Airways for 12 years (2008-2020). Joel is also on the boards of Franklin Covey and Packsize.  Prior to Stanford Business School and founding Peterson Partners, Joel was Chief Executive Officer of Trammell Crow Company, then the world’s largest private commercial real estate development firm. Joel earned an MBA from Harvard Business School and received his Bachelor’s degree from Brigham Young University, where he was valedictorian. www.joelcpeterson.com

Joel is the author of Entrepreneurial Leadership: The Art of Launching New Ventures, Inspiring Others, and Running Stuff and The 10 Laws of Trust: Building the Bonds that make a Business Great.

Clint Peterson Managing Partner

Clint Peterson Managing Partner

Clint is a Partner at Peterson Partners. Prior to Peterson Partners, Clint was a Senior Principal with TowerBrook Capital Partners, a London and New York-based investment management firm with approximately $8 billion AUM. Before working with TowerBrook, Clint was an Associate at Soros Private Equity in London. Clint received an MBA from Harvard Business School and a B.A. from Stanford University.

Alex Daines Associate

Alex Daines Associate

Alex is an Associate at Peterson Ventures. Prior to joining Peterson Ventures, Alex worked at CVF Capital Partners,  a private equity firm based in Northern California where he was an associate on the investment team. In this role, Alex was responsible for all aspects of the investment process including sourcing, diligence, and deal execution. He was a board observer at ComAv (Aerospace), Precision Machine & Manufacturing (Industrials), and BC2 Environmental (Drilling Services). Before CVF, Alex worked at Goldman Sachs in the Investment Management Division with the Alternative Investments and Manager Selection (AIMS) group working in hedge fund strategies. Alex graduated from Utah State University with a double major in Finance and Economics.

Amber Sloan Executive Assistant

Amber Sloan Executive Assistant

Amber is an Executive Assistant at Peterson Partners. Prior to joining Peterson Partners, Amber worked as an Executive and Personal Assistant for a local Utah family. Amber received an Associates degree in Accounting from Stevens-Henager College.

Ben Capell Partner

Ben Capell Partner

Ben is a Partner at Peterson Ventures. Prior to joining Peterson Ventures, Ben was the first employee hired at an enterprise tech startup based in Northern Virginia where he was the product and business manager. Prior to his startup days, he spent several years at Charles River Associates, a leading global economic and business consulting firm headquartered in Boston. Ben received an MBA and a B.S. in Finance from Brigham Young University, where he was a Hawes Scholar.

Board Directorships

  • Blyncsy
  • Chatbooks (observer)
  • Dropship Commerce (observer)
  • EcoScraps
  • Grow (observer)
  • HireVue (observer)
  • LifeSeasons
  • MicroBenefits
  • Social Dental
  • Therapydia

Brett Stohlton Operating Partner

Brett Stohlton Operating Partner

Brett is an Operating Partner at Peterson Partners. Prior to joining Peterson Partners, Brett was the CEO of Marucci Sports, a sporting goods brand and manufacturer. Before Marucci, Brett was a partner at Equity Pacific Partners, a Newport Beach-based private equity and advisory firm. Before Equity Pacific Partners, Brett was an Associate at Goldman Sachs & Co. in New York and Los Angeles. Brett received an MBA and B.A. from Brigham Young University, where he was a Hawes Scholar.

Chase Jardine Vice President

Chase Jardine Vice President

Chase is a Vice President at Peterson Partners. Prior to joining Peterson Partners, Chase was CEO of Sports Field Holdings, a sports field construction and maintenance company in Texas. Before business school, Chase was an operations associate at Leucadia and the Cumming family office. Before Leucadia, Chase was an equity research analyst at Goldman Sachs. Chase received an MBA from the Stanford Graduate School of Business and a B.S. in Economics from the University of Utah.

Christian Smith Senior Associate

Christian Smith Senior Associate

Christian is a Senior Associate at Peterson Partners. Prior to joining Peterson Partners, Christian worked as an Investment Banking Analyst at Livingstone Partners in Chicago. His experience includes working with numerous Healthcare, Industrial, and Technology companies on M&A and debt transactions. Christian graduated summa cum laude with a B.S. degree in Finance from Miami University, where he was an Evans Scholar.

Curtis Feeny Senior Advisor

Curtis Feeny Senior Advisor

Curtis is a Senior Advisor at Peterson Partners. Prior to Peterson Partners, Curtis was a General Partner in four venture capital funds at Voyager Capital and Silicon Valley Data Capital. Prior to Voyager Capital and Silicon Valley Data Capital, he was Executive Vice President of Stanford Management Company and a Partner at Trammell Crow Company. Curtis has served on 35 public and private boards. He most recently served on the board of CBRE (NYSE) and is currently on the boards of Khan Academy and Stanford Federal Credit Union. Curtis received an MBA from Harvard Business School and a B.S. in M.E. from Texas A&M University.

Dan Hanks Principal

Dan Hanks Principal

Dan is a Principal at Peterson Partners. Prior to joining Peterson Partners, Dan was an Associate in the Transaction Services group of PricewaterhouseCoopers in New York. Dan received an MBA from the Stanford Graduate School of Business and a B.S. from Brigham Young University.

David Demres Principal

David Demres Principal

David is a Principal at Peterson Partners. Prior to joining Peterson Partners, David was Senior Director for Strategic Programs at Revalize, a B2B SaaS company. Prior to joining Revalize, David was VP of Marketing and Strategy Development at AutoQuotes and VP of New Markets at Light Wave Dental. David began his career as a professional triathlete and as an administrator at Yale University. David received an MBA from the Stanford Graduate School of Business, an MPA from the Harvard Kennedy School, and a BA from Yale University.

Emily Berger Tax Manager

Emily Berger Tax Manager

Emily is the Tax Manager at Peterson Partners. Prior to joining Peterson Partners, Emily was a Tax Manager at KPMG in their Alternative Investments practice. She started her career in Charlotte at Ernst & Young in their Financial Services Office. At KPMG and EY, Emily provided tax compliance and advisory services to private equity, venture capital, and hedge fund clients. She holds a Bachelor of Business Administration in Accounting from the University of Memphis.

Emily Jones Associate

Emily Jones Associate

Emily is an Associate at Peterson Ventures. Prior to joining Peterson Ventures, Emily worked at the Blackstone Group, where she was an Analyst on the Portfolio Operations team. In this role, Emily was responsible for ensuring operational and commercial synergies across the entire portfolio. Before Blackstone, Emily was the first business hire at Boom Supersonic, a Y Combinator company focusing on commercializing supersonic travel. Emily completed her internships at Tesla Motors, SpaceX, and Boeing during her time at Babson College where she graduated with a B.S.

Enrico Curzola Associate

Enrico Curzola Associate

Enrico is an Associate at Peterson Partners. Prior to joining Peterson Partners, Enrico was an Investment Banking associate in the West Region Advisory group of Goldman Sachs in Los Angeles. In that role, he worked with companies in the consumer/retail and healthcare industries on a variety of M&A and equity transactions. He began his career as an analyst in credit research and leveraged finance at Goldman Sachs. Enrico graduated magna cum laude from Brigham Young University with a B.S. in Finance.

Eric Noble Chief Financial Officer & Chief Compliance Officer

Eric Noble Chief Financial Officer & Chief Compliance Officer

Eric is the Chief Financial Officer and Chief Compliance Officer at Peterson Partners. Prior to joining Peterson Partners, Eric was an Audit Manager with PricewaterhouseCoopers in Boston and Salt Lake City. At PwC, Eric provided audit services to asset management clients, including: private equity funds, hedge funds, and endowments. Eric is a Certified Public Accountant; he holds a B.S. degree in Accounting from Utah State University and a M.S. degree in Finance from Suffolk University.

Grant Ingersoll Executive in Residence

Grant Ingersoll Executive in Residence

Grant is an Executive in Residence at Peterson Partners. Prior to joining Peterson Partners, Grant was the Co-Founder and President of Integrated Oncology Network, a physician practice management company. Grant has also worked in corporate development at Vantage Oncology (acquired by McKesson) and OnCure. Grant has also worked at Microsoft and in management consulting. Grant received an MBA from the University of Southern California and a B.S. from Brigham Young University.

Holly Schippers Executive Assistant

Holly Schippers Executive Assistant

Holly Schippers is an Executive Assistant at Peterson Partners. Prior to joining Peterson Partners, Holly was an Executive Assistant at Andina Capital Management.

Ilana Stern Partner

Ilana Stern Partner

Ilana is a Partner at Peterson Ventures. Prior to joining Peterson Ventures, Ilana worked as Founder and CEO of Weddington Way, a direct to consumer brand, which was acquired by Gap Inc. in December 2016. After selling Weddington Way to Gap Inc., Ilana joined the executive team at Gap Inc. and was a leader in customer experience and innovation for the company. She began her career in NYC as a buyer for Bloomingdale’s. Ilana is an active angel investor, board member, and a lecturer in entrepreneurship at Stanford GSB. Identified as an “Accelerator” by WSJ, “40 under 40” by SF Business Times, Ilana approaches brand building with unwavering focus and industry-changing boldness. Ilana received an MBA from the Stanford Graduate School of Business and a B.A. from the University of Pennsylvania where she graduated summa cum laude.

Jake Kastan Vice President

Jake Kastan Vice President

Jake is a Vice President at Peterson Partners. Prior to joining Peterson Partners, Jake worked as the Political Director for Speaker Paul Ryan in Washington DC. He was Paul Ryan’s personal aide during the 2012 presidential election and began his career working for Mitt Romney in Boston, MA. Jake received an MBA from the Georgetown McDonough School of Business and a B.S. from Tufts University.

Jordan Christensen Accounting Manager

Jordan Christensen Accounting Manager

Jordan is the Accounting Manager at Peterson Partners. Prior to joining Peterson Partners, Jordan was a Senior Associate at PricewaterhouseCoopers in Salt Lake City, UT. At PwC he provided audit services to publicly traded manufacturing and mining clients and was a member of the audit team on Peterson Partners. Jordan is a Certified Public Accountant and holds a Master’s & B.S. degree in Accounting from Utah State University.

Jordan Lusk Vice President

Jordan Lusk Vice President

Jordan is a Vice President at Peterson Partners. Prior to joining Peterson Partners, Jordan was an Investment Banking Analyst at Morgan Stanley in New York City. While at Morgan Stanley, Jordan worked with companies primarily in the transportation and logistics industries on a variety of M&A, debt, and equity transactions. Jordan graduated from Brigham Young University with a B.S. degree in Finance.

Josh Hunter Associate

Josh Hunter Associate

Josh is an Associate at Peterson Partners. Prior to joining Peterson Partners, Josh was an Investment Banking Analyst in the Business Services group at Houlihan Lokey in Los Angeles. His experience includes working on a variety of M&A transactions, financings, valuation, and strategic advisory engagements. Josh graduated from Brigham Young University with a B.S. in Finance from the Marriott School of Business and a B.A. in Spanish Studies from the College of Humanities.

Kate Pettinato Vice President

Kate Pettinato Vice President

Kate is a Vice President at Peterson Partners. Prior to joining Peterson Partners, Kate worked as Financial Sponsor Coverage Officer at Ziegler, a specialty investment bank. Prior to joining Ziegler, Kate served as a Senior Associate at Lumere. Kate began her career at Raymond James in the Health Care Investment Banking division. Kate received a BSBA in Finance with a minor in Mathematics from Washington University in St. Louis.

Marc Fuller Partner

Marc Fuller Partner

Marc is a Partner at Peterson Partners. Prior to Peterson Partners, Marc was a Managing Director with Leucadia National Corporation, a New York-based investment company with approximately $50 billion in assets. Before working with Leucadia, Marc was an Associate at a merchant bank, Coleman Furlong, in San Francisco and an Analyst at CS First Boston in New York. Marc received an MBA from Harvard Business School and a B.A. from Brigham Young University.

Matthew Day Partner

Matthew Day Partner

Matt is a Partner at Peterson Partners. Prior to joining Peterson Partners, Matthew was Partner at Black Opal Equity, a fundless sponsor and search fund. Prior to Black Opal, Matthew worked for Macquarie Capital, in both Sydney and New York, and was the CFO of BAJ Management Systems, a marketing agency in Sydney, Australia. Matthew received a B.Business in Accounting and a B.Laws with first class honors from the University of Technology, Sydney.

Matt Wanlass Analyst

Matt Wanlass Analyst

Matt is an Analyst at Peterson Partners. Prior to joining Peterson Partners, Matt was an Associate Consultant on the client success team at Airin, a Peterson Ventures portfolio company. While at Airin, Matt worked alongside the company’s Founder & CEO, solving for strategy and operation issues. Matt received a B.S. degree in Finance from Brigham Young University.

Max Artz Principal

Max Artz Principal

Max is a Principal at Peterson Partners. Prior to joining Peterson Partners, Max worked as Chief of Staff at Flow Commerce. Prior to joining Flow, Max was the General Manager of China at The Aromatherapy Company, a New Zealand home goods company, based in Shanghai. Max began his career with The Royal Bank of Scotland in the International Banking division. Max received an MBA from the Stanford Graduate School of Business and a B.S. from Babson College.

Meagan Williams Executive Assistant

Meagan Williams Executive Assistant

Meagan is an Executive Assistant at Peterson Partners. Prior to joining Peterson Partners, Meagan worked as an Assistant Store Manager at lululemon. Meagan received a B.S. in Athletic Training from Brigham Young University.

Natalia Shevchenko Associate

Natalia Shevchenko Associate

Natalia is an Associate at Peterson Partners. Prior to joining Peterson Partners, Natalia was an Investment Banking Analyst at D.A. Davidson. Her experience includes working with companies in the consumer industry on a variety of M&A, debt, and equity transactions. Natalia received a B.S. in Business Administration from the University of Southern California Marshall School of Business.

Nathan Allen Analyst

Nathan Allen Analyst

Nathan is an Analyst at Peterson Partners. Prior to joining Peterson Partners, Nathan was a strategy consultant at L.E.K. Consulting in Los Angeles. His experience includes working on a variety of private equity due diligences, growth strategy studies, and transaction advisory services. Nathan graduated summa cum laude from Brigham Young University with a B.S. in Finance from the Marriott School of Business and a minor in Computer Science from the College of Physical and Mathematical Sciences.

Paul McKinnon Senior Advisor

Paul McKinnon Senior Advisor

Paul is a Senior Advisor at Peterson Partners. Prior to joining Peterson Partners, Paul was on the faculty of the Harvard Business School, where he taught courses focusing on the Management of Human Capital. Prior to HBS he was the Head of HR and Talent Management at Citigroup in New York, NY and the Head of HR at Dell in Round Rock, TX. Paul holds a PhD in Organizational Studies from the Sloan School of Business at the Massachusetts Institute of Technology and a Master’s Degree in Organizational Behavior and a B.A. in History from Brigham Young University.

Preston Phillips Vice President

Preston Phillips Vice President

Preston is Vice President at Peterson Partners. Prior to joining Peterson Partners, Preston was a Senior Associate at Freeman Spogli, a consumer and distribution focused private equity firm. He began his career as an Investment Banking Analyst at Credit Suisse in Los Angeles. Preston graduated from Brigham Young University with a B.S. degree in Accounting.

Rebecca Malmrose Associate

Rebecca Malmrose Associate

Rebecca is an Associate at Peterson Partners. Prior to joining Peterson Partners, Rebecca was an Investment Banking Analyst in the Technology group at Jefferies in San Francisco. Rebecca began her career with JPMorgan Chase on the internal consulting team. Her experience includes working with companies across the technology industry on a variety of M&A, debt, and equity transactions. Rebecca graduated from Brigham Young University with a B.S. in Accounting.

Rob Hansen Partner

Rob Hansen Partner

Rob is a Partner at Peterson Partners. Prior to joining Peterson Partners, Rob was a Principal with Symphony Technology Group, a Palo Alto-based private equity firm with approximately $2 billion under management. Before Symphony, he held senior investing and operating roles at Vector Capital and its portfolio companies. Rob received an MBA from the Stanford Graduate School of Business and a B.S. in Electrical Engineering from Brigham Young University.

Shalyce Oman Office Manager & Executive Assistant

Shalyce Oman Office Manager & Executive Assistant

Shalyce is the Office Manager and an Executive Assistant at Peterson Partners. Prior to joining Peterson Partners, Shalyce worked as a Health Educator for the Southwest Utah Public Health Department. Shalyce received a B.S. degree in Healthcare Administration from Brigham Young University Idaho.

Spencer Clawson Partner

Spencer Clawson Partner

Spencer is a Partner at Peterson Partners. Prior to joining Peterson Partners, Spencer was a Manager in the Transaction Services group of PricewaterhouseCoopers in New York City. At PwC, Spencer provided advisory services to large private equity and corporate clients on buy-side and sell-side transactions in the consumer, healthcare, business services, and industrial sectors. Spencer received an MBA and a B.S. in Accounting from Brigham Young University.

Tanner Larsen Analyst

Tanner Larsen Analyst

Tanner is an Analyst at Peterson Ventures. Prior to joining Peterson Ventures, Tanner was a Senior Associate at University Growth Fund, the largest student-ran venture capital fund in the country. While at University Growth Fund, Tanner was responsible for leading deal teams through the entire diligence process including deal screen, investment memo and deck, and investment committee pitch. While attending school he worked for a tech startup, Xandem Technology, in Strategy and Operations. Tanner graduated from the University of Utah with a B.S. degree in Finance.

Taylor Jones Principal

Taylor Jones Principal

Taylor is a Principal at Peterson Ventures. Prior to joining Peterson Ventures, Taylor was the co-founder and COO at Blue Matador, a cloud infrastructure monitoring startup. Prior to Blue Matador, Taylor worked in partnership and sales strategy roles at Google and marketing and finance roles at American Express. Taylor holds an MBA from Harvard Business School and a B.S. in Accounting from Brigham Young University.

Will Huntsman Analyst

Will Huntsman Analyst

Will is an Analyst at Peterson Partners. Prior to joining Peterson Partners, Will worked in assurance at Dixon Hughes Goodman. Other experience includes private equity at Highcrest Management Group and outside sales at Clear Home. Will received a B.S degree in accounting from Brigham Young University Idaho.

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