Peterson Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Peterson Partners has acquired 2 companies. It has also invested in 3 others.

Peterson Partners’ most common sectors for investment are business services (17%) and software (10%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (48%) and growth capital (21%). In total, Peterson Partners has invested in 18 US states and 6 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 5 companies. The Firm’s most common exit type is secondary buyout (43%). 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 Activity79
    • M&A Buy Activity53
    • M&A Sell Activity26
  • Total Sectors Invested 29
  • Total Countries Invested 6
  • M&A Buy/Sell Connections 34
  • M&A Advisors 2

Peterson Partners

2755 East Cottonwood Parkway, Suite 400,
Salt Lake City, Utah 84121
United States
(801) 417-0748
www.petersonpartners.com
contact@petersonpartners.com

Peterson Partners is a private equity firm that targets investments in lower middle-market growth companies located in the Western US. Peterson looks to commit between $5 and $25 million of equity in companies generating sales of at least $5 million. Sectors of interest include consumer products and services, business services, and manufacturing. Peterson Partners was formed in 1995 and is based in Salt Lake City, Utah.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Airlines, Apparel/Textiles, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Energy Services and Equipment, Environmental, Financial Services, Food, Furniture, Healthcare Services, Infrastructure, Internet Software and Services, Leisure, Machinery, Manufacturing, Marketing, Media, Medical Products, Packaging, Renewable Energy, Restaurants, Retail, Safety/Security, Software, Technology Hardware, Test/Measurement Equipment, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: Midwest US, West US, Latin/South America

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 46 1 2 4 - - 53
vol $1.2B $1.2B
Sell (1.2/yr) # 20 1 2 2 1 - 26
vol $2.8B $25M $2.8B
  79

Most Recent M&A

Company Date Value Type
InMoment, Inc. 2019-05-15 - Secondary Buyout
Salt Lake City, Utah · www.inmoment.com
Rails 2018-10-31 - Stake Purchase
Vernon, California · www.railsclothing.com
DCI – Design Communications LLC 2018-06-11 - Secondary Buyout
Garden City, New York · www.dci-design.com
Heritage Operating LLC 2018-06-01 - Buyout (LBO, MBO, MBI)
Elizabethton, Tennessee · www.heritagefamily.com
Angoss Software Corp. 2018-01-30 25M USD Add-on Acquisition
Toronto, Ontario · www.angoss.com
Neuromonitoring Associates (nma) 2018-01-01 - Stake Purchase
Las Vegas, Nevada · www.nmaiom.com
Avea Solutions 2018-01-01 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.aveasolutions.com
Solidcore Holdings LLC 2017-10-18 - Growth Capital
Washington, District of Columbia · www.solidcore.co
OASIS Group - Information Secured 2017-07-27 - Secondary Buyout
Dublin, Ireland · www.oasisgroup.com
HemaSource, Inc. 2017-07-20 - Secondary Buyout
West Jordan, Utah · www.hemasource.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Cleo 2012-05-01 EXTOL International, Inc. 2016-04-05 1
Rockford, Illinois · www.cleo.com Pottsville, Pennsylvania · www.extol.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (7%) - 9 (17%) -
Software 3 (21%) - 5 (9%) -
Consumer Products - - 4 (8%) 32M (3%)
Furniture - - 2 (4%) 72M (6%)
Airlines - - 2 (4%) -
Apparel/Textiles 1 (7%) - 2 (4%) -
Chemicals - - 2 (4%) -
Consumer Services 2 (14%) - 2 (4%) -
Environmental - - 2 (4%) -
Internet Software and Services - - 2 (4%) -
Machinery - - 2 (4%) -
Safety/Security - - 2 (4%) -
Financial Services - - 1 (2%) 1.0B (85%)
Aerospace - - 1 (2%) 40M (3%)
Insurance - - 1 (2%) 39M (3%)
Agriculture - - 1 (2%) -
Distribution - - 1 (2%) -
Electrical Equipment - - 1 (2%) -
Food - - 1 (2%) -
Healthcare Services 1 (7%) - 1 (2%) -
Information Services - - 1 (2%) -
Information Technology - - 1 (2%) -
Infrastructure 1 (7%) - 1 (2%) -
Marketing - - 1 (2%) -
Media 1 (7%) - 1 (2%) -
Medical Products 1 (7%) - 1 (2%) -
Packaging 1 (7%) - 1 (2%) -
Renewable Energy 1 (7%) - 1 (2%) -
Restaurants 1 (7%) - 1 (2%) -
Total 14 - 53 $1.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (79%) - 46 (87%) 1.2B (100%)
  Utah 4 (29%) - 21 (40%) 104M (9%)
  California 1 (7%) - 4 (8%) -
  New York - - 4 (8%) 1.0B (85%)
  Wisconsin 1 (7%) - 2 (4%) -
  New Jersey - - 2 (4%) 39M (3%)
  Tennessee 1 (7%) - 1 (2%) -
  Oregon 1 (7%) - 1 (2%) -
  Nevada 1 (7%) - 1 (2%) -
  Illinois 1 (7%) - 1 (2%) -
  District of Columbia 1 (7%) - 1 (2%) -
  Florida - - 1 (2%) 40M (3%)
  Washington - - 1 (2%) -
  Texas - - 1 (2%) -
  Pennsylvania - - 1 (2%) -
  Minnesota - - 1 (2%) -
  Massachusetts - - 1 (2%) -
  Maryland - - 1 (2%) -
  Alabama - - 1 (2%) -
Brazil 2 (14%) - 3 (6%) -
United Kingdom 1 (7%) - 1 (2%) -
Canada - - 1 (2%) -
  Ontario - - 1 (2%) -
India - - 1 (2%) -
Ireland - - 1 (2%) -
Domestic 11 (79%) - 46 (87%) 1.2B (100%)
Cross-border 3 (21%) - 7 (13%) -
Total 14 - 53 $1.2B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (50%) - 25 (47%) 1.0B (88%)
Growth Capital 5 (36%) - 11 (21%) -
Stake Purchase 2 (14%) - 8 (15%) -
Recapitalization - - 4 (8%) -
Going Private - - 2 (4%) 72M (6%)
Divestiture - - 2 (4%) 71M (6%)
Venture - - 1 (2%) -
Total 14 - 53 $1.2B

Exits by Deal Type

Type Total # Value
Secondary Sale 13 (50%) 2.0B (72%)
Trade Sale - Public Company 5 (19%) 102M (4%)
Trade Sale 4 (15%) -
IPO 3 (12%) 690M (25%)
Sold to Management 1 (4%) -
Total 26 $2.8B

Top M&A Advisors

Financial Deals
Headwaters MB
1
Legal Deals
Jones Day
1

Deal Values

buy # Total
> $1B 1 $1.0B
< $100M 4 $183M
TOTAL $1.2B
Largest Ladder Capital Corp.
$1.0B (2008-11-12)
sell # Total
> $1B 1 $2.0B
$100M to $1B 1 $690M
< $100M 2 $102M
TOTAL $2.8B
Largest Vivint, Inc.
$2.0B (2012-12-19)

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
68%
15 68%
Strategic(s)
32%
7 32%

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