When it comes to investing, we don’t believe in a one-size-fits-all approach.

We back strong leaders and creative thinkers with tailored investment options to support our entrepreneurs for the long haul. Our flexible, growth-oriented approach means we put people before our bottom line and form true partnerships along the way.

Building a business is hard – we get it.

Over the last decade, we’ve helped exceptional entrepreneurs build over 200 businesses. We go all-in on Change Makers with more than just capital. We roll up our sleeves alongside you to solve problems, delight customers, and inspire growth. Join us and make change happen.

200

PORTFOLIO COMPANIES AND COUNTING

WHAT WE LOOK FOR

Our calling is to help business builders succeed.

There is nothing more exciting than helping incredible people build enduring enterprises. We participate for a chapter of growth, usually 5-10 years, during which we serve as a trusted advisor in building brands, systems, and human capital.

People make all the difference, and who we back is our primary investment criterion. The best part of our work is the lasting relationships we build with incredible entrepreneurs. They inspire us to be great people ourselves – the type you want as your partners for the long term.

At our core, we believe in paying it forward. There is no such thing as a one-off transaction. We put our companies and their management teams first, so we can achieve more together in the long run. And the proof is in the pudding: Most of our investments come to us via referral and word of mouth. We have a hunch no other investment firm can say the same.

Types of Investments

GROWTH
CO-INVESTMENTS
BUY-OUT

Industry and Company Focus

BUSINESS SERVICES
CONSUMER PRODUCTS
SOFTWARE & INTERNET
HEALTHCARE
E-COMMERCE
FINANCIAL SERVICES

Avg. Size of Deal: $5-$20M

Structure: minority or majority

(we're flexible)

Fund 8: $175M

Other ways we invest

Venture

Search Funds

Peterson Ventures

Exited to Fundation

NASDAQ | BIRD

Exited to Nomi

Exited to Walmart

Exited to NUVI

Exited

Exited to Bentley Systems

Exited to Global Payments

Exited to Carvana

Exited to Chime

Exited to Game Closure

Exited to PointClickCare Technologies

Exited to Syndigo

Exited to LiveRamp

Exited

Exited to CommerceHub

NYSE MKT | EAR

Exited to Scotts Miracle-Gro

Exited to Hub International

Exited to Carlyle Group

Exited to Workday

Exited

Exited to MeritMedical

Exited

Exited to ZenPayroll

Exited

Exited to Priceline

Exited to Fragomen

Exited to Salesforce

Exited to Wayfair

Exited

Exited to Tech9

Exited to Gap

*DISCLAIMER: 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.

Not all acquisitions or IPOs are profitable; the positions can be acquired at a price that is greater or less than the price at which Peterson Ventures purchased its interest for client accounts. The information is being shown to reflect the firm’s ability to select investments and not to reflect any positive investment experience.

Our Team

Clint Peterson Managing Partner

Joel Peterson Founding Partner & Chairman