Former consultants join investment firm Carlson Private Capital Partners

17 April 2019 Consulting.us

Carlson Private Capital Partners, a middle-market investment firm backed by the fortune of the Carlson family, has hired two former consultants – Cory Petersen, previously of PwC, and Stephanie Johnson, previously of Chartwell Financial Advisory.

Carlson is one of the largest family-held corporations in the US, and a global leader in the travel industry through its Carlson Wagonlit Travel brand. The corporation divested its Carlson Restaurants division when it sold TGI Fridays in 2014, and its hotels division when it sold Radisson to Chinese conglomerate HNA Group in 2016. Carlson continues to be based out of Minnetonka, Minnesota.

After selling off its restaurant and hotel divisions, the family-held company founded Carlson Private Capital Partners (CPC). The firm invests in leading middle-market businesses with $5-50 million in EBITDA and equity investments from $20-100 million. According to the firm, it provides the best elements of a traditional private equity firm with the capital and relationship benefits of a family operating network, and a more patient strategy focused on long-term value creation.Former consultants join investment firm Carlson Private CapitalCPC has now made two additions to its growing team, bringing aboard Cory Petersen and Stephanie Johnson. Petersen joins as vice president of finance and administration, while Johnson joins the firm as an associate.

In his new role, Petersen – a certified public accountant – will oversee all financial, administrative, and compliance responsibilities, while also supporting structuring, financing, and due diligence efforts for CPC’s investment opportunities. Petersen was previously a director at private equity firm Stone Arch Capital, which specializes in mid-market buyouts, industry consolidations, and recapitalizations.

Prior to Stone Arch, Petersen was a director in PwC’s M&A advisory practice, where he provided clients with strategic and financial advice on acquisitions and divestitures. He started his consulting career as an M&A manager at Deloitte.

Stephanie Johnson, meanwhile, joins CPC as an associate. Prior to joining the firm, Johnson was a corporate finance associate at Chartwell Financial Advisory, where she supported M&A, ESOP-related, and capital markets transactions. Before that, she was a healthcare investment banking analyst at multinational investment bank and financial services firm Jefferies.

“I am delighted to welcome both Cory and Stephanie to our growing team,” Andy Cantwell, CEO and managing partner of Carlson Private Capital Partners, said. “Our ability to add talented professionals who understand the unique needs of closely-held businesses allows us to tailor thoughtful investments and partner with management teams for long-term success.”


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