PP
Investor Profile

Peterson Partners

Investor tracked across 24 search fund and long-term hold deals in the JB46 directory.

24
Deals
20
Active
1
Countries
7
Industries
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At a glance

Total deals
24
Active
20
Investment years
2019 – 2023
Geographies
US

Top industries

  • Healthcare8
  • Technology7
  • Business Services3
  • Education3
  • Food & Beverage1
  • Environmental Services1

Frequent co-investors

16 co-investors across 24 deals. See visualization below.

Syndication profile

How Peterson Partners deploys capital — solo vs. alongside other investors.

Syndication rate
83%

20 of 24 deals co-invested

Co-invested 20Solo 4
Avg. syndicate size
3.2investors / deal

Including Peterson Partners

Unique co-investors16
Largest syndicate6
Deals by syndicate size
  • Solo (1)4 (17%)
  • 2 investors4 (17%)
  • 3 investors6 (25%)
  • 4+ investors10 (42%)

Deals (24)

CompanyDescriptionIndustryCountryInvestedCo-investorsStatus
Abound Health Groupaboundhealth.com

Behavioral health provider and software platform serving individuals with intellectual and developmental disabilities.

HealthcareBehavioral Health
US2020Active
Anterra Technologyanterratech.com

Integrated SaaS platform for construction, optimizing job forecasting, financial reporting and projects.

TechnologyConstruction Tech
US2021Active
Aspire Home Health Careaspire-homehealthservices.com

In-home health care services with a focus on orthopaedic home care.

HealthcareHome Care
US2022Active
Beeckerbeecker.ai

Hyperautomation and AI provider offering RPA, intelligent and agentic process automation.

TechnologyWorkflow & Operations Software
US2022Exited

Building maintenance and facility management services (San Diego franchise).

Business ServicesFacilities
US2021Active
Concierge Plusconciergeplus.com

Property/HOA management software for visitor, package, amenity and parking management.

TechnologyReal Estate & PropTech
US2022Active
Discovery Senior Livingdiscoveryseniorliving.com

Operator and manager of upscale independent- and assisted-living senior communities.

HealthcareHome Care
US2022Active
Facilities Surveyfsiservices.com

Compliance-oriented asset and maintenance-management (CMMS) software for hospitals.

TechnologyHealth Tech
US2020Active
Frontpoint Healthfrontpointhealthcare.com

Home-health and hospice care provider.

HealthcareHome Care
US2022—Active
Halsey Healthhalseydermatology.com

MSO partnering with internal-medicine physicians to build concierge and membership primary-care practices.

HealthcareProvider Services
US2021Active
JOJO's Chocolatejojoschocolate.com

Manufacturer of low-sugar, plant-based protein dark chocolate designed to satisfy sugar craving

Food & BeverageConsumer Brands
US2019—Active
Lightbridge Academylightbridgeacademy.com

Early-childhood education and childcare (daycare) franchise.

EducationEarly Childhood
US2021—Active

Industrial waste-management services primarily for oil & gas customers in the Gulf region.

Environmental ServicesWaste & Municipal Services
US2021Active
Luggage Forwardluggageforward.com

Door-to-door luggage shipping for travelers, partnered with resorts and cruise lines.

Logistics & TransportationFreight & Logistics
US2022Active
másLabormaslabor.com

H-2A/H-2B agricultural and seasonal-worker visa agency.

Business ServicesHR
US2021Active
Nutrisharenutrishare.com

Home-infusion pharmacy providing TPN (intravenous) nutrition to patients nationwide.

HealthcareClinical Services
US2021Active
Objective Management Groupobjectivemanagement.com

Sales-force evaluations and sales-candidate hiring assessments.

Business ServicesHR
US2022Exited
PageVaultpage-vault.com

Digital evidence collection and web-content capture software for law firms.

TechnologyLegal Tech
US2022Active
PrecisionMedprecisionmed.com

Biobank and supplier of annotated human biological material for biomedical research.

HealthcareBiotech
US2021Exited
RescueStatrescuestat.com

Full-service AED program management, supplies, training and compliance services.

HealthcareProvider Services
US2019Exited
Softripsoftrip.com

Booking and business-management software for tour operators.

TechnologyHospitality, Travel & Events
US2021Active
Spanish Schoolhousethespanishschoolhouse.ca

Spanish-language immersion preschool in Texas.

EducationEarly Childhood
US2021Active
Tasseltassel.com

Graduation/commencement ceremony management software platform.

TechnologyEdTech
US2023—Active
TransTechtranstech.com

Commercial driver's license (CDL) training school and 3rd-party Class A testing.

EducationProfessional Training
US2023Active