Cherokee & Walker

Cherokee & Walker is a private equity firm based in Salt Lake City, Utah, established in 1999. The firm focuses on managing and seeking investment opportunities in small, high-potential companies, where they can leverage unique insights to exert meaningful influence. Cherokee & Walker typically invests through acquisitions, buyouts, spin-offs, and growth capital, concentrating on business-to-business (B2B), technology, media, and telecommunications (TMT) sectors in North America. They partner with experienced professionals who seek an entrepreneurial experience, emphasizing the importance of character, background, and core principles alongside professional expertise. Their portfolio includes companies with varying stages of growth, from those with consistent cash flow to early-stage, growth-oriented ventures.

Steve Clegg

CFO

Paul K. Erickson

Partner and Board Member

Blair Jenkins

Partner and Board Member

Shane Peery

Partner, Chairman and Board Member

Ryan Spencer

Director of Lending

3 past transactions

Financial Guard

Seed Round in 2013
Financial Guard is an online investment manager that is changing the way individual investors receive and implement investment advice. Utilizing technology, we deliver professional, unbiased, transparent and actionable investment advice to all investors - regardless of asset size - at a fixed price that is a fraction of the cost of traditional investment advice. Our service enables investors to quickly receive a holistic view of their entire investment portfolio(s) and receive actionable recommendations on how to optimally deploy their assets to realize their retirement dreams. Financial Advice at Right Price, Finally! Financial Guard enables investors to sync all their accounts, without the assets actually moving, and receive grades for individual investments and accounts, as well as for their entire portfolio. Investors are then shown our recommendations on what to Buy, what to Sell, and what to Hold to achieve optimal diversification for their individualized risk profile and retirement needs. We've taken the guesswork out of retirement planning, and we've done it all for one low, fixed monthly payment.

Sidewalk

Series A in 2011
We were founded as CampusBookRentals in the summer of 2007 by a college student who couldn't make sense of textbook prices, and the inefficiencies that seemed to be driving them up. He proposed that renting textbooks might be part of the answer. The concept took off, creating one of the fastest growing companies in America and forever changing the rules of the ten billion dollar higher education content industry. In the fall of 2009, we became the first to bring textbook rentals right to the campus itself through an innovative store partnership that delivered real value to students and the store. In December 2012, after nearly a year of joint development, we acquired a full campus retail and warehouse management platform, sometimes referred to as a point of sale, and branded the technology Sidewalk Pro. Now our full suite of college store retail solutions fall under the Sidewalk umbrella. For more information about Pro, Rent, Marketplace, Promote, or CampusBookRentals, please visit: www.SidewalkPro.com www.SidewalkMarketplace.com www.CampusBookRentals.com

Symbii

Venture Round in 2009
Symbii strives to provide excellent care for individuals of all ages and in all stages of life. Symbii was founded in 2006 and headquartered in Salt Lake, Utah.
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