What Storey Program Management, Llc does

Storey Program Management, LLC (Storey PM) is a Charlotte, North Carolina-based owner's-representation and program/project management firm founded in 2021 by Josh Storey. The firm operates without a software or technology product, deriving its value from a proprietary "Storey PM Method" — a six-phase structured framework covering project initiation, team development and onboarding, team alignment, project implementation, operational readiness, and closeout — and from the expertise of its 21-person team (Managing Principal, Senior Project Directors, Senior Project Managers, Project Executives, Project Directors, Project Managers, and administrative support). Storey PM is a privately held, founder-owned LLC domiciled in North Carolina with no disclosed outside funding, parent company, or M&A activity.

The firm serves healthcare systems and commercial real estate developers as primary verticals, with secondary exposure to pharmaceutical, entertainment, municipal government, nonprofit, and religious clients. Its portfolio includes marquee enterprise engagements: Atrium Health's 12-story, 1.2M SF, 448-bed Carolinas Medical Center Bed Tower; Eli Lilly's 75-acre, 1.3M SF Concord pharmaceutical manufacturing facility for Mounjaro and Zepbound; Roper St. Francis Healthcare's four-project campus (Berkeley Infusion Clinic, Sawmill 1 ED/ASC, Sawmill 2 MOB, Mt. Pleasant Health Pavilion); Cedar Fair Entertainment's Zambezi Zinger roller coaster restoration at Worlds of Fun; and Urban Atlantic's 353-unit Trella Uptown mixed-income multifamily development. The firm cites operational experience across $3.5 billion of successful development.

Storey PM generates revenue through professional services fees on owner's-representation engagements, with no publicly disclosed pricing; engagements are quote-based and project-specific. Its go-to-market is relationship-driven direct enterprise sales led by founder Josh Storey and his team, supplemented by a website contact form and project portfolio, with new business originating primarily through referrals and founder/team relationships rather than paid marketing. The firm operates across the U.S. Southeast and has begun a measured push into the Midwest (Kansas City via Cedar Fair) and the North Carolina Triangle region.

Name

Storey Program Management, Llc

Legal name

Storey Program Management, LLC

Website

https://storeypm.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Storey Program Management is a Charlotte, NC-based owner's-representation and project management firm founded in 2021, serving healthcare systems, commercial developers, pharmaceutical companies, government entities, and entertainment operators across the U.S. Southeast and Midwest.

Ownership category

akta.pro rank

Product category

Construction Project Management Services

SIC

General Bldg Contractors - Nonresidential Bldgs (1540)

akta.pro primary industry

Construction Management (Agency/Owner’s Rep) (IMAFAAAC)

Keywords

• Owner's representative services
• Construction project management
• Program management consulting
• Building project advisory
• Pre-construction services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Owner's Representative Services: Storey PM provides owner's representative services for construction projects, managing the relationship between owners and project teams. Revenue is generated through professional services fees, likely on a project-by-project basis with retainer or milestone-based arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Storey PM provides owner's representative and program management services for complex design and construction projects, acting as an intermediary between project owners and design/construction teams. The firm delivers team alignment, schedule and budget management, risk mitigation, and stakeholder coordination across healthcare, commercial, pharmaceutical, entertainment, and government markets. Services are executed via its proprietary six-phase Storey PM Method.

Product overview

Storey Program Management is a project management firm that provides owner's representative and project management services for construction projects. The company operates as a single unified service offering rather than a software platform, delivering project management expertise across healthcare, commercial, pharmaceutical, and entertainment markets. The firm was founded in 2021 by Josh Storey and is headquartered in Charlotte, NC, serving clients throughout the Southeast. Their approach focuses on leveraging large-scale experience combined with boutique-scale structure to ensure dedicated attention to each project.

Differentiator

Problem solved

Functional benefit

Products and services

• Owner's Representative Services
• Project Management Services

Quantifiable outcome

• Saved $186,794 on Stratford Richardson YMCA Community Health Clinic project
• +2 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

35 partnerships are on record, tiered minor, core and major.

• Skyline DesignminorStrategic or Co-development PartnerPartner on Zambezi Zinger at Worlds of Fun roller coaster restoration project for Cedar Fair Entertainment. Provided design services for the reimagined coaster built on Titan Track with galvanized steel and wood hybrid frame.
• Gilbane Building CompanycoreStrategic or Co-development PartnerJoint venture partner on Eli Lilly Concord pharmaceutical manufacturing facility project - 75-acre greenfield site with 7 specialized buildings for Mounjaro and Zepbound production.
• DA Everett Construction GroupcoreStrategic or Co-development PartnerJoint venture partner with LeChase Construction on Eli Lilly Concord pharmaceutical facility project.
• LeChase ConstructioncoreStrategic or Co-development PartnerJoint venture partner with DA Everett Construction Group on Eli Lilly Concord pharmaceutical manufacturing facility.
• Gensler / FladmajorStrategic or Co-development PartnerArchitectural design partner for Eli Lilly Concord pharmaceutical facility project encompassing site development and construction of core and shell structures.
• WGM Design, LLPmajorStrategic or Co-development PartnerDesign partner on Eli Lilly Concord and Myers Park United Methodist Church projects.
• McVeigh & Mangum EngineeringminorStrategic or Co-development PartnerEngineering partner on Eli Lilly Concord pharmaceutical facility project.
• Hanbury DesignminorStrategic or Co-development PartnerDesign partner on Eli Lilly Concord project.
• EAS CompaniesminorStrategic or Co-development PartnerProject partner on Eli Lilly Concord pharmaceutical facility.
• HIPP Design + ConsultingminorStrategic or Co-development PartnerDesign and consulting partner on Eli Lilly Concord project.
• MesserminorStrategic or Co-development PartnerConstruction partner on Eli Lilly Concord pharmaceutical facility.
• BE&K Building GroupminorStrategic or Co-development PartnerConstruction partner on Eli Lilly Concord pharmaceutical facility.
• Neighboring ConceptsminorStrategic or Co-development PartnerPartner on Stratford Richardson YMCA Community Health Clinic project.
• Tyler 2 ConstructionminorStrategic or Co-development PartnerGeneral contractor on Stratford Richardson YMCA Community Health Clinic project.
• TM PartnersminorStrategic or Co-development PartnerPartner on Umbrella Center family justice center project for Safe Alliance.
• Edifice ConstructionminorStrategic or Co-development PartnerGeneral contractor on Umbrella Center project.
• LaBellaminorStrategic or Co-development PartnerPartner on Trella Uptown mixed-income multifamily development project in Charlotte.
• Jordan SkalaminorStrategic or Co-development PartnerPartner on Trella Uptown project for Urban Atlantic.
• NRP GroupmajorStrategic or Co-development PartnerDevelopment partner on Trella Uptown 353-unit mixed-income multifamily project funded through public-private partnership.
• Stewart Cooper Newell ArchitectsmajorStrategic or Co-development PartnerArchitectural partner on Davidson Fire Station #1 LEED-accredited fire station project.
• SimonmajorStrategic or Co-development PartnerPartner on SouthPark Symphony Park revitalization project involving three owners and multiple stakeholders.
• City of CharlottecoreStrategic or Co-development PartnerStakeholder partner on SouthPark Symphony Park public park renovation project.
• LandDesignmajorStrategic or Co-development PartnerDesign partner on SouthPark Symphony Park project.
• Rodgers BuildersmajorStrategic or Co-development PartnerConstruction partner on SouthPark Symphony Park and joint venture partner on Carolinas Medical Center Bed Tower.
• Barringer ConstructionmajorStrategic or Co-development PartnerGeneral contractor on Myers Park United Methodist Church 85,300 SF campus expansion project.
• ADW ArchitectsmajorStrategic or Co-development PartnerArchitectural partner on Matthews Fire Station #3 project.
• Samet CorporationmajorStrategic or Co-development PartnerConstruction partner on Matthews Fire Station #3 project completed under budget and ahead of schedule.
• Lee & AssociatescoreStrategic or Co-development PartnerPartnership on Sawmill medical facilities representing Roper St. Francis tenant interests.
• e4h architecturemajorStrategic or Co-development PartnerArchitectural design partner on Sawmill 2 Medical Office Building.
• DWG, Inc.minorStrategic or Co-development PartnerPartner on Sawmill 2 Medical Office Building project.
• Trident ConstructionmajorStrategic or Co-development PartnerGeneral contractor on Sawmill 2 Medical Office Building project.
• Choate ConstructionmajorStrategic or Co-development PartnerGeneral contractor on Mt. Pleasant Health Pavilion MOB project.
• NBBJcoreStrategic or Co-development PartnerArchitectural partner on Carolinas Medical Center Bed Tower - 12-story, 1.2M SF acute care patient tower.
• WSPmajorStrategic or Co-development PartnerEngineering partner on Carolinas Medical Center Bed Tower project.
• DPR ConstructioncoreStrategic or Co-development PartnerJoint venture partner with Rodgers Builders on Carolinas Medical Center Bed Tower project.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Direct peers

• MGAC: Project management and owner's representation consultancy focused on complex, mission-driven construction programs (healthcare, higher education, cultural). Closely aligned boutique competitor with similar owner-side positioning.
• Anser Advisory: Boutique owner's representation and program management firm serving similar complex building programs for healthcare, commercial, and institutional clients. Closely matched in scale, model, and service scope to Storey PM.
• Cumming Group: Construction consulting and program management firm providing owner's representative, cost consulting, and PM services across healthcare, commercial, and institutional sectors. Directly comparable scope and delivery model.
• Gardiner & Theobald: Independent construction consultancy offering cost management, project management, and owner's representative services. Direct peer in advisory-led construction services.
• Rider Levett Bucknall (RLB): Global construction consultancy providing cost and project management services including owner's representation. Comparable service mix across healthcare, commercial, and institutional sectors.
• Project Management Advisors (PMA): Pure-play owner's representative and project management firm supporting complex capital projects across healthcare, higher education, and life sciences. Direct competitor with overlapping healthcare and institutional client base.
• Brailsford & Dunlavey: Owner's representation and program management firm focused on healthcare, higher education, and public-sector capital programs. Comparable specialty in healthcare capital projects and similar boutique delivery model.

Broad incumbents

• CBRE Project Management: Global real estate services firm offering project management and owner's representation within a broad commercial real estate platform. Competes with Storey PM for enterprise healthcare, commercial, and institutional engagements.
• Turner & Townsend: Global construction consultancy offering program management, project management, and owner's representation as part of a broad cost-management and advisory portfolio. Larger incumbent competing in the same services space.
• JLL Project & Development Services: Global commercial real estate services firm with a sizable PDS division providing owner's representative and project management for large capital programs. Overlaps with Storey PM in healthcare and commercial real estate segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/storey-program-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Storey Program Management, Llc