Criteria - preferred

PETERSON PARTNERS

Private Equity Financing

Investment Geography:

• Within five hours Pittsburgh, PA

Exit Strategy:

• None! It is not our goal to “flip” the deal.
• Our preferred holding period is forever. - See End Structure
• We prefer to partner with entrepreneurs and business owners:
  • who want to stay with their business until retirement
  • who want to manage the business for ever-growing sales and profits
  • who want to build their wealth by selling their product or service to their customers at a profit, and receiving that profit in the form of dividend payments, year after year
  • who want an experienced business partner that can help maximize profits and grow the company with capital, and proven management experience.

Industries We Avoid:

• Drug discovery
• Telecommunications
• Bricks and Mortar retail
• Real Estate development/management

Industries We Prefer:

• Almost everything else

Investment Size:

• Initial investment up to $2 million

Stage of Business Development:

• At least two years of sales history
• Products established in the market
• Strong management

Peterson Participation:

• Lead or sole investor
• Director seat
• Management advisory
• Follow-on investments, if necessary

The Partners:

• Terry and Rick have been in business together since 1977.
• Between 1977 and 2000 launched six companies, acquired and grew five others.
• Since 2000 they have been making direct equity investments, in partnership with managements, of growing businesses.
• They sit on the boards of portfolio companies.