Peterson Partners Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Peterson Partners has invested in 5 companies.

Peterson Partners’ most common sectors for investment aresoftware (13%) and business services (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (44%) and growth capital (28%). In total, Peterson Partners has invested in 20 US states and 7 different countries. Its largest (disclosed) acquisition occurred in 2008 when it acquired Ladder Capital for $1.0B.

In the last 3 years, Peterson Partners has exited 7 companies. The Firm’s most common exit type is secondary buyout (37%). Peterson Partners’ largest (disclosed) exit occurred in 2012 when it sold Vivint for $2.0B.

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M&A Summary

M&A Total Activity91
- M&A Buy Activity58
- M&A Sell Activity33
Total Sectors Invested 31
Total Countries Invested 7
M&A Buy/Sell Connections 39
M&A Advisors 2

Peterson Partners

Transaction Criteria	Min	Max
Target Revenue	5	100
Target EBITDA	2	20
Investment Size	5	25
Enterprise Value	-	-
values in millions of USD

Transaction Criteria

Min

Max

Target Revenue

100

Target EBITDA

Investment Size

Enterprise Value

values in millions of USD

Year	≤ '19	'20	'21	'22	'23	'24	T
Buy (1.0/yr)	#	53	-	1	2	2	-	58
vol	$1.2B						$1.2B
Sell (1.4/yr)	#	26	-	4	-	1	2	33
vol	$2.1B		$165M				$2.3B
	91

Year

≤ '19

'20

'21

'22

'23

'24

Buy (1.0/yr)

vol

$1.2B

Sell (1.4/yr)

vol

$2.1B

$165M

$2.3B

Company	Date	Value	Type
Solidcore Holdings LLC	2024-09-25	-	Secondary Sale
Washington, District of Columbia · www.solidcore.co
Gravity Media Group Ltd.	2024-01-11	-	Merger
Watford, United Kingdom · www.gravitymedia.com
Dura Software, Inc.	2023-04-01	-	Growth Capital
San Antonio, Texas · www.dura.software
Elevated Billing Solutions	2023-02-14	-	Trade Sale
South Jordan, Utah · www.elevatedbilling.com
Glowbar, Inc.	2023-01-04	-	Growth Capital
New York City, New York · www.glowbar.com
Black Mountain Software LLC	2022-07-05	-	Growth Capital
Polson, Montana · www.blackmountainsoftware.com
Pupford LLC	2022-02-23	-	Growth Capital
Lehi, Utah · www.pupford.com
Wash U Car Wash	2021-12-02	-	Growth Capital
Burbank, Illinois · www.washucarwash.com
Blue Raven Solar	2021-10-05	165M USD	Trade Sale
Orem, Utah · www.blueravensolar.com
Avea Solutions	2021-09-29	-	Trade Sale
Portland, Oregon · www.aveasolutions.com
View All >>

Company

Date

Value

Type

Solidcore Holdings LLC

2024-09-25

Secondary Sale

Washington, District of Columbia · www.solidcore.co

Gravity Media Group Ltd.

2024-01-11

Merger

Watford, United Kingdom · www.gravitymedia.com

Dura Software, Inc.

2023-04-01

Growth Capital

San Antonio, Texas · www.dura.software

Elevated Billing Solutions

2023-02-14

Trade Sale

South Jordan, Utah · www.elevatedbilling.com

Glowbar, Inc.

2023-01-04

Growth Capital

New York City, New York · www.glowbar.com

Black Mountain Software LLC

2022-07-05

Growth Capital

Polson, Montana · www.blackmountainsoftware.com

Pupford LLC

2022-02-23

Growth Capital

Lehi, Utah · www.pupford.com

Wash U Car Wash

2021-12-02

Growth Capital

Burbank, Illinois · www.washucarwash.com

Blue Raven Solar

2021-10-05

165M USD

Trade Sale

Orem, Utah · www.blueravensolar.com

Avea Solutions

2021-09-29

Trade Sale

Portland, Oregon · www.aveasolutions.com

View All >>

Sector	Current #	Value	All-time #	Value
Business Services	-	-	7 (12%)	-
Software	3 (27%)	-	7 (12%)	-
Consumer Products	-	-	4 (7%)	32M (3%)
Consumer Services	1 (9%)	-	3 (5%)	-
Internet Software and Services	1 (9%)	-	3 (5%)	-
Safety/Security	-	-	3 (5%)	-
Furniture	-	-	2 (3%)	72M (6%)
Airlines	-	-	2 (3%)	-
Apparel/Textiles	1 (9%)	-	2 (3%)	-
Chemicals	-	-	2 (3%)	-
Environmental	-	-	2 (3%)	-
Machinery	-	-	2 (3%)	-
Financial Services	-	-	1 (2%)	1.0B (85%)
Aerospace	-	-	1 (2%)	40M (3%)
Insurance	-	-	1 (2%)	39M (3%)
Agriculture	-	-	1 (2%)	-
Automotive	1 (9%)	-	1 (2%)	-
Building Materials	-	-	1 (2%)	-
Communications	1 (9%)	-	1 (2%)	-
Distribution	-	-	1 (2%)	-
Electrical Equipment	-	-	1 (2%)	-
Food	-	-	1 (2%)	-
Healthcare Services	-	-	1 (2%)	-
Information Services	-	-	1 (2%)	-
Information Technology	-	-	1 (2%)	-
Marketing	-	-	1 (2%)	-
Media	-	-	1 (2%)	-
Medical Products	1 (9%)	-	1 (2%)	-
Packaging	1 (9%)	-	1 (2%)	-
Renewable Energy	-	-	1 (2%)	-
Restaurants	1 (9%)	-	1 (2%)	-
Total	11	-	58	$1.2B

Sector

Current #

Value

All-time #

Value

Business Services

7 (12%)

Software

3 (27%)

7 (12%)

Consumer Products

4 (7%)

32M (3%)

Consumer Services

1 (9%)

3 (5%)

Internet Software and Services

1 (9%)

3 (5%)

Safety/Security

3 (5%)

Furniture

2 (3%)

72M (6%)

Airlines

2 (3%)

Apparel/Textiles

1 (9%)

2 (3%)

Chemicals

2 (3%)

Environmental

2 (3%)

Machinery

2 (3%)

Financial Services

1 (2%)

1.0B (85%)

Aerospace

1 (2%)

40M (3%)

Insurance

1 (2%)

39M (3%)

Agriculture

1 (2%)

Automotive

1 (9%)

1 (2%)

Building Materials

1 (2%)

Communications

1 (9%)

1 (2%)

Distribution

1 (2%)

Electrical Equipment

1 (2%)

Food

1 (2%)

Healthcare Services

1 (2%)

Information Services

1 (2%)

Information Technology

1 (2%)

Marketing

1 (2%)

Media

1 (2%)

Medical Products

1 (9%)

1 (2%)

Packaging

1 (9%)

1 (2%)

Renewable Energy

1 (2%)

Restaurants

1 (9%)

1 (2%)

Total

$1.2B

State/Country	Current #	Value	All-time #	Value
United States	9 (82%)	-	51 (88%)	1.2B (100%)
	Utah	2 (18%)	-	22 (38%)	104M (9%)
	New York	1 (9%)	-	5 (9%)	1.0B (85%)
	California	1 (9%)	-	4 (7%)	-
	Texas	1 (9%)	-	2 (3%)	-
	Illinois	1 (9%)	-	2 (3%)	-
	New Jersey	-	-	2 (3%)	39M (3%)
	Colorado	1 (9%)	-	1 (2%)	-
	Nevada	1 (9%)	-	1 (2%)	-
	Montana	1 (9%)	-	1 (2%)	-
	Florida	-	-	1 (2%)	40M (3%)
	District of Columbia	-	-	1 (2%)	-
	Alabama	-	-	1 (2%)	-
	Wisconsin	-	-	1 (2%)	-
	Washington	-	-	1 (2%)	-
	Tennessee	-	-	1 (2%)	-
	Pennsylvania	-	-	1 (2%)	-
	Oregon	-	-	1 (2%)	-
	Minnesota	-	-	1 (2%)	-
	Massachusetts	-	-	1 (2%)	-
	Maryland	-	-	1 (2%)	-
Brazil	1 (9%)	-	2 (3%)	-
Puerto Rico	1 (9%)	-	1 (2%)	-
United Kingdom	-	-	1 (2%)	-
Canada	-	-	1 (2%)	-
	Ontario	-	-	1 (2%)	-
India	-	-	1 (2%)	-
Ireland	-	-	1 (2%)	-
Domestic	9 (82%)	-	51 (88%)	1.2B (100%)
Cross-border	2 (18%)	-	7 (12%)	-
Total	11	-	58	$1.2B

State/Country

Current #

Value

All-time #

Value

United States

9 (82%)

51 (88%)

1.2B (100%)

Utah

2 (18%)

22 (38%)

104M (9%)

New York

1 (9%)

5 (9%)

1.0B (85%)

California

1 (9%)

4 (7%)

Texas

1 (9%)

2 (3%)

Illinois

1 (9%)

2 (3%)

New Jersey

2 (3%)

39M (3%)

Colorado

1 (9%)

1 (2%)

Nevada

1 (9%)

1 (2%)

Montana

1 (9%)

1 (2%)

Florida

1 (2%)

40M (3%)

District of Columbia

1 (2%)

Alabama

1 (2%)

Wisconsin

1 (2%)

Washington

1 (2%)

Tennessee

1 (2%)

Pennsylvania

1 (2%)

Oregon

1 (2%)

Minnesota

1 (2%)

Massachusetts

1 (2%)

Maryland

1 (2%)

Brazil

1 (9%)

2 (3%)

Puerto Rico

1 (9%)

1 (2%)

United Kingdom

1 (2%)

Canada

1 (2%)

Ontario

1 (2%)

India

1 (2%)

Ireland

1 (2%)

Domestic

9 (82%)

51 (88%)

1.2B (100%)

Cross-border

2 (18%)

7 (12%)

Total

$1.2B

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	2 (18%)	-	25 (43%)	1.0B (88%)
Growth Capital	7 (64%)	-	16 (28%)	-
Stake Purchase	2 (18%)	-	8 (14%)	-
Recapitalization	-	-	4 (7%)	-
Going Private	-	-	2 (3%)	72M (6%)
Divestiture	-	-	2 (3%)	71M (6%)
Venture	-	-	1 (2%)	-
Total	11	-	58	$1.2B

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

2 (18%)

25 (43%)

1.0B (88%)

Growth Capital

7 (64%)

16 (28%)

Stake Purchase

2 (18%)

8 (14%)

Recapitalization

4 (7%)

Going Private

2 (3%)

72M (6%)

Divestiture

2 (3%)

71M (6%)

Venture

1 (2%)

Total

$1.2B

Type	Total #	Value
Secondary Sale	14 (42%)	2.0B (88%)
Trade Sale	7 (21%)	-
Trade Sale - Public Company	6 (18%)	267M (12%)
IPO	3 (9%)	-
Merger	2 (6%)	-
Sold to Management	1 (3%)	-
Total	33	$2.3B

Type

Total #

Value

Secondary Sale

14 (42%)

2.0B (88%)

Trade Sale

7 (21%)

Trade Sale - Public Company

6 (18%)

267M (12%)

IPO

3 (9%)

Merger

2 (6%)

Sold to Management

1 (3%)

Total

$2.3B

Financial	Deals
Headwaters MB	1

Financial

Deals

Headwaters MB

Legal	Deals
Jones Day	1

Legal

Deals

Jones Day

buy	#	Total
> $1B	1	$1.0B
< $100M	4	$183M
TOTAL	$1.2B
Largest	Ladder Capital Corp. $1.0B (2008-11-12)

buy

Total

> $1B

$1.0B

< $100M

$183M

TOTAL

$1.2B

Largest

Ladder Capital Corp.
$1.0B (2008-11-12)

sell	#	Total
> $1B	1	$2.0B
$100M to $1B	1	$165M
< $100M	2	$102M
TOTAL	$2.3B
Largest	Vivint, Inc. $2.0B (2012-12-19)

sell

Total

> $1B

$2.0B

$100M to $1B

$165M

< $100M

$102M

TOTAL

$2.3B

Largest

Vivint, Inc.
$2.0B (2012-12-19)

		Deals
Acquired from
Strategic(s)	2%	1 (2%)
Exited to
Investor(s)	39%	13 (39%)
Strategic(s)	39%	13 (39%)

Deals

Acquired from

Strategic(s)

1 (2%)

Exited to

Investor(s)

13 (39%)

Strategic(s)

13 (39%)

FAQ

When was Peterson Partners founded?

Peterson Partners was founded in 1995.

What type of investor is Peterson Partners?

Peterson Partners is an asset manager.

Where is Peterson Partners headquartered?

Peterson Partners is headquartered in Salt Lake City, Utah.

How much capital does Peterson Partners have under management?

Peterson Partners has 350M USD under management.

Peterson Partners Mergers and Acquisitions Summary

Asset Manager Profile

M&A Summary