Peterson Partners

Peterson Partners is a Utah-based private equity firm that targets lower mid-market U.S. companies, pursuing both majority and minority investments and co-investment opportunities across sectors including consumer, software and internet, business services, retail, healthcare, fintech, digital commerce, and industrials; it engages in growth equity, leveraged buyouts, turnarounds and related strategies with a focus on businesses generating meaningful revenue. The firm also operates Peterson Ventures, its early-stage venture arm, which backs pre-seed and seed technology companies, notably in SaaS, digital commerce and healthcare, providing capital and active partnership to support growth. The organization positions itself as a value-added partner to entrepreneurs and has a broad geographic footprint across the United States.

Nathan Allen

Associate

Stephen Andrew

Senior Associate

Max Artz

Partner

Lewis Aynesworth

Associate

Kate Buellesbach

Associate

Past deals in VoIP

Tava Health

Series B in 2023
Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

Tava Health

Series A in 2021
Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

Tava Health

Seed Round in 2020
Tava Health, Inc. is a mental telehealth platform that provides comprehensive mental health services to individuals and their families. Founded in 2019 and based in Salt Lake City, Utah, Tava Health enables users to undergo assessments, connect with therapists, and access therapy and medication services for various mental health challenges, including anxiety, depression, addiction, trauma, and relationship issues. The platform facilitates real-time access to mental health care through self-scheduled online video chats and secure text messaging, allowing patients to receive support in a comfortable environment without the need for in-person visits. By offering a technology-driven mental health benefit, Tava Health aims to enhance emotional well-being and promote healthier minds.

CallPop

Convertible Note in 2019
CallPop, Inc. is a technology company that develops and manufactures a communication device designed to automate and simplify the management of phone calls for healthcare practices. Founded in 2017 and based in American Fork, Utah, CallPop's primary product integrates existing phone systems with practice management solutions. The device captures data related to both answered and unanswered calls, extracts relevant information regarding patient appointments, insurance, and medical reports, and enhances messaging capabilities. Additionally, it streamlines the appointment scheduling process, allowing businesses to respond to voice calls and facilitate instant messaging with patients and customers even before answering the phone. Formerly known as Celervox LLC, CallPop focuses on improving communication efficiencies within the healthcare sector.

CallPop

Convertible Note in 2018
CallPop, Inc. is a technology company that develops and manufactures a communication device designed to automate and simplify the management of phone calls for healthcare practices. Founded in 2017 and based in American Fork, Utah, CallPop's primary product integrates existing phone systems with practice management solutions. The device captures data related to both answered and unanswered calls, extracts relevant information regarding patient appointments, insurance, and medical reports, and enhances messaging capabilities. Additionally, it streamlines the appointment scheduling process, allowing businesses to respond to voice calls and facilitate instant messaging with patients and customers even before answering the phone. Formerly known as Celervox LLC, CallPop focuses on improving communication efficiencies within the healthcare sector.

Cleo

Venture Round in 2012
Cleo provides enterprise integration software solutions designed for ease of installation and use, catering primarily to commercial clients. The company's offerings include managed file transfer, network fax, and interactive voice and text messaging solutions. Cleo's flagship product, VLTrader, enables businesses to secure, manage, and consolidate data while ensuring compliance with regulatory mandates and service-level agreements. The software facilitates multiprotocol communications, helping organizations optimize IT resources, streamline workflows, and enhance overall efficiency. With over 35 years of experience in electronic data interchange (EDI) and a leading position in AS2 communications, Cleo's solutions are tailored to meet the diverse needs of various industries, providing comprehensive reporting to keep clients informed about their transactions.
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