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.

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.

Christian Smith Associate

Christian Smith Associate

Christian is an 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.

Ciera Wesley Executive Assistant

Ciera Wesley Executive Assistant

Ciera is an Executive Assistant at Peterson Partners. Prior to joining Peterson Partners, Ciera worked as a Youth Development Professional at the Boys & Girls Club. Ciera received a B.S. degree in Communications and Sociology from the University of Utah.

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 and is currently on the boards of CBRE (NYSE), 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 Vice President

Dan Hanks Vice President

Dan is a Vice President 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.

Dane Harris Tax Manager

Dane Harris Tax Manager

Dane is the Tax Manager at Peterson Partners. Prior to joining Peterson Partners, Dane was a Tax Manager with PricewaterhouseCoopers and member of the accounting department at Peak Capital Partners. At PwC and Peak Capital, Dane gained valuable experience working on technical tax issues and servicing clients. Dane is a Certified Public Accountant and holds a B.S. degree in accounting from Brigham Young University and a MAcc degree in accounting from Utah State University.

David Spencer Associate

David Spencer Associate

David is an Associate at Peterson Partners. Prior to joining Peterson Partners, David was a Technical Operations Officer in the US Intelligence Community. In this role, David led operational teams on six continents and the development of sensor systems and machine learning applications. David began his career as an Army Ranger. David received an M.A. in International Relations from American University and a B.A. from Thomas Edison State University.

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.

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.

Jacob Zornes Director of Finance

Jacob Zornes Director of Finance

Jacob is the Director of Finance at Peterson Partners. Prior to joining Peterson Partners, Jacob was a Senior Fund Accounting Manager at UMB Fund Services in Ogden, UT. At UMB he oversaw portfolio accounting for multiple hedge funds, private equity funds, and registered investment companies. Jacob is a Certified Public Accountant and holds a MBA from Weber State University and a B.S. in Finance from Brigham Young University.

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 Lusk Senior Associate

Jordan Lusk Senior Associate

Jordan is a Senior Associate 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.

JR De Agostini Principal

JR De Agostini Principal

JR is a Principal at Peterson Partners. Prior to joining Peterson Partners, JR was an investment banking associate with JP Morgan’s healthcare group in San Francisco. Prior to joining JP Morgan, JR served as a Navy SEAL team leader. JR received an MBA from Stanford Graduate School of Business and a B.A. degree in Economics from the University of Utah.

Kyle Lane Associate

Kyle Lane Associate

Kyle is an Associate at Peterson Partners. Before joining Peterson Partners, Kyle was a strategy consultant at L.E.K. Consulting in Los Angeles, working with companies primarily in the healthcare and technology industries on issues relating to M&A, business strategy, operations, and growth. Prior to L.E.K., Kyle co-founded Anviro Therapeutics, a pre-clinical stage biotech focused on the development of novel antiviral compounds. Kyle graduated from Brigham Young University with a B.S. degree in Exercise Science.

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.

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.

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.

Randall Lloyd Partner

Randall Lloyd Partner

Randall is a Partner at Peterson Ventures. Prior to joining Peterson Ventures, Randall worked at Salesforce via its acquisition of Brighter Option, a SaaS-based advertising technology platform, where Randall was the first business hire, responsible for driving revenue growth and go-to-market strategy. Prior to Brighter Option, Randall served as SVP of Global Sales at RockYou, a Sequoia/Lightspeed/First Round-backed digital media company. Randall also worked in sales strategy and account management positions at both Google and eBay. Randall holds an MBA from Stanford Graduate School of Business and a B.A. in Organizational Communication from the University of Utah.

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.

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.

Will Huntsman Fund Accountant

Will Huntsman Fund Accountant

Will is a Fund Accountant at Peterson Partners. Prior to joining Peterson Partners, Will worked in outside sales as a sub-regional manager for Clear Home. Other experience includes time at Dixon Hughes Goodman and Highcrest Management Group. Will received a B.S. degree in accounting from Brigham Young University Idaho.

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