Buyout PE
Peterson Partners
Peterson Partners acquires controlling stakes in established, profitable businesses, from United States. It states a focus on software & internet, consumer & retail, financial services and healthcare & life sciences.
SEC filings
What Peterson Partners has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 3 |
| Total capital raised | $344m |
| Largest single vehicle | $182m |
| Filing history | 2015 to 2019 |
| Smallest accepted commitment | None stated |
| Filed from | UTAH |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How Peterson Partners is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $3.0bn |
| Employees | 36 |
| Private funds advised | 35 · $2.6bn gross |
| SEC adviser number | CRD 159450 |
Portfolio
Disclosed holdings
Companies Peterson Partners lists on its own website. 2 carry a stated investment year. 1 has a recorded transaction against it in the deal archive.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Predictive Index | 2014 | 12 | — |
| Tru Fit | 2018 | 8 | — |
| Allbirds | — | — | — |
| Bonobos | — | — | $310m 2023 |
| Breeze Airways | — | — | — |
| ExamSoft (2009-2020) | — | — | — |
Compiled from Peterson Partners’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Recorded transactions
Buying and selling
Deals in which Peterson Partners is named as buyer or seller in the transaction archive. 2 recorded exits, most recently in 2021.
| Company | Side | Counterparty | Year | Consideration |
|---|---|---|---|---|
| Blue Raven Solar | Sold | SunPower | 2021 | $165m |
| Angoss Software Corp. | Sold | Datawatch Corp. | 2018 | $25m |
Compiled from a transaction archive of 10,204 recorded deals. Most private transactions are never disclosed, so this is a sample of a firm’s activity rather than a complete record of it.
Valuation context
Transaction values in Software & Internet
What companies have actually sold for in software & internet, across 2,672 recorded transactions.
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