Mr. Peterson is a Chartered Financial Analyst (CFA) with more than 35 years experience in senior financial management positions. For 12 years he managed a private equity program for the U.S. Small Business Administration. He had direct oversight responsibility for a portfolio of limited partnerships with total committed capital of $4.0 billion. He has experience in all aspects of private equity investing, including selection of general partners, approval of capital commitments, portfolio valuations, exit strategies and risk management. For more than 20 years he worked in the brokerage industry as a New York Stock Exchange approved supervisory analyst specializing in the analysis of technology companies and markets. He evaluated merger and acquisitions transactions for investment bankers and institutional investors. He serves as an industry arbitrator for NASD Dispute Resolution. Co-author of Strategic Acquisitions: A Guide to Growing and Enhancing the Value of Your Business.
