Executive Appointments at Carlson Private Capital Partners

Carlson Private Capital Partners (CPC), a middle-market investment firm formed by the Carlson family, has appointed Cory Petersen as a Vice President of Finance and Administration, and Stephanie Johnson as an Associate.

“I am delighted to welcome both Cory and Stephanie to our growing team,” said Andy Cantwell, CEO and Managing Partner of Carlson Private Capital Partners. “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.”

Primarily responsible for all financial, administrative and compliance responsibilities, Cory will also support the structuring, financing and due diligence efforts for the firm’s investment opportunities. Immediately prior to his appointment he was a director at Stone Arch Capital, which he joined from PWC, where he was a director in their M&A Advisory practice, specializing in providing strategic, business and financial advice on acquisitions and divestitures.

Stephanie was previously a member of Chartwell Financial Advisory’s Corporate Finance practice, where she assisted in the execution of M&A, ESOP-related, and capital markets transactions. Prior to joining Chartwell, she served as an analyst in Jefferies’ Healthcare Investment Banking group in New York.

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