What StoneCreek Capital does

StoneCreek Capital is an independent private equity sponsor founded in 1992 that invests in change-in-control buyouts of lower-middle-market companies with $3-15 million in EBITDA, $10-100 million in enterprise value, and at least 10% EBITDA margins. The firm is headquartered in Fort Worth, Texas, with a secondary office in Newport Beach, California, and is led by founding principals Drew Adams (President) and Bruce Lipian (Managing Director). Over its operating history, current principals have been responsible for over 15 platform acquisitions and 30+ add-on acquisitions, with cumulative enterprise value deployed exceeding $2.0 billion across 45+ sponsored transactions in industries including business services, media & entertainment, aerospace & defense, manufacturing, experiential marketing, value-added distribution, and retail/restaurant.

The firm's core offering combines equity capital with proprietary value-creation tooling — most notably the 100 Day Plan and the Value Creation Roadmap — used alongside improved financial reporting and KPI implementation to drive post-acquisition performance. StoneCreek positions itself as a "Partners in Growth" sponsor, retaining management's operational authority while working with boards to refine strategy, secure acquisition financing, and execute operational initiatives.

Revenue is generated through the traditional private equity model of management fees and carried interest on successful exits. The firm targets multiple seller archetypes — entrepreneurs, family-owned businesses, PE portfolio companies, and corporate spinoffs — alongside management teams and C-level executives pursuing buyouts or growth capital. Deal sourcing relies on direct relationship outreach, professional networks, referrals, and content marketing (e.g., the "Owners Reflection" white paper), rather than formal distribution channels. Customer-facing elements include a representative portfolio spanning cosmetics, textiles, safety apparel, transportation, jewelry, food service, grocery, building materials, and restaurants.

Name

StoneCreek Capital

Legal name

StoneCreek Capital, Inc.

Website

https://stonecreekcapital.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

StoneCreek Capital is an independent private equity sponsor founded in 1992 that invests in change-in-control buyouts of U.S. lower-middle-market companies with $3-15M EBITDA, providing equity capital and proprietary value-creation tooling alongside management teams.

Ownership category

akta.pro rank

Product category

Private Equity / Middle-Market Buyouts

NAICS

Other Financial Investment Activities (5239), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Investors, Nec (6799), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Independent Sponsor / Fundless Sponsor ETA (FSANALAB)

akta.pro secondary industries

Small-Cap / Micro-Buyout (FSANABAD), Management Buyouts (MBO/MBI) & Sponsor-Led Transactions Advisory (FSAEAGAI), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Private equity investing
• Middle market buyouts
• Management buyouts
• Leveraged acquisitions
• Portfolio company management

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Private Equity Fund Management: StoneCreek Capital generates returns through private equity investments, acquiring companies and working to increase their enterprise value through active management, strategic planning, and operational improvements. Revenue is derived from fund management fees and carried interest on successful exits.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

StoneCreek Capital is an independent private equity sponsor that acquires middle-market companies with $3-15 million in EBITDA and $10-100 million in enterprise value through change-of-control buyouts. The firm invests equity capital and provides strategic planning, project management, financial reporting, and acquisition financing support to portfolio companies across business services, media & entertainment, aerospace & defense, manufacturing, experiential marketing, value-added distribution, and retail/restaurant sectors. StoneCreek works directly with sellers (entrepreneurs, family-owned businesses, PE portfolio companies, corporate spinoffs) and C-level executives pursuing management buyouts or owner-operator transactions.

Product overview

StoneCreek Capital is an independent private equity sponsor that provides investment and advisory services rather than a traditional product company. Their core offering consists of strategic planning services using proprietary tools (100 Day Plan, Value Creation Roadmap), financial reporting and KPI development support, transaction and acquisition support services, and educational resources like the Owners Reflection white paper. They focus on acquiring companies with $3-15 million in EBITDA across various industries including Business Services, Media & Entertainment, Aerospace & Defense, Manufacturing, Experiential Marketing, Value-Added Distribution, and Retail/Restaurant sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Planning Services Proprietary strategic planning and project management services utilizing the 100 Day Plan and Value Creation Roadmap tools to drive value appreciation in portfolio companies. Provided to management teams of acquired middle-market businesses.
• Financial Reporting and KPI Development Services to help portfolio company management teams implement improved financial reporting systems and key performance indicators (KPIs) as part of post-acquisition value creation support.
• Acquisition and Transaction Support End-to-end transaction support services including approaching sellers with credibility, negotiating valuation and key terms, raising capital, and implementing incentive programs to align interests. Targeted at C-level executives pursuing owner-operator transactions and management buyouts.
• Middle-Market Private Equity Investment Equity capital investment for change-of-control buyouts and recapitalizations of middle-market companies with $3-15 million in EBITDA and $10-100 million in enterprise value across multiple industries. Available to entrepreneurs, family-owned businesses, private equity portfolio companies, corporate spinoffs, and management teams pursuing buyouts.

Quantifiable outcome

• 45+ companies sponsored for acquisition or recapitalization
• +3 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators9 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• SSG Capital Advisors: Investment bank focused on special situations, M&A, and capital raising for lower middle-market companies. Comparable adjacent capital advisory services to StoneCreek's deal execution.
• BBH Capital Partners: Lower middle-market PE arm of Brown Brothers Harriman focused on control investments. Broader incumbent with similar transaction size range but faster-moving traditional fund model.

Direct peers

• Renovo Capital: Independent sponsor focused on special situations and lower middle-market companies. Closely comparable to StoneCreek's independent sponsor structure and flexible deal-making.
• Angeles Equity Partners: Independent private equity sponsor focused on industrial and business services companies in the lower middle market. Comparable to StoneCreek in independent sponsor model and operationally intensive value creation.
• Huron Capital Partners: Lower middle-market PE buyout sponsor investing across diverse industries with $10–100M+ EV transactions. Direct peer to StoneCreek in size, strategy, and broad sector mandate.
• River Associates Investments: Lower middle-market buyout sponsor partnering with management teams. Similar to StoneCreek in size, partnership approach, and management-focused thesis.
• Clearview Capital: Lower middle-market PE sponsor making control and recapitalization investments across diverse industries. Comparable in deal size range and operational partnership model.
• NaviDeal: Independent sponsor platform focused on acquired and operated SMB buyouts for owner-operators. Direct comparison in MBO sponsorship model.
• Aldine Capital Partners: Independent M&A advisory and sponsor firm focused on founder/family-owned lower middle-market businesses. Comparable MBO advisory and capital-raising services.
• Change Capital Partners: Independent sponsor focused on change-in-control transactions for founder and family-owned businesses. Closely comparable independent sponsor model with MBO specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about StoneCreek Capital