We are a private investment team, engaging with proven companies in the lower middle market to help achieve their summit of success, creating scalable and lasting businesses for the future

STRATEGIC EQUITY VENTURES

Focused Investment Theses

Disciplined investment approach focused on high value sectors

Partner to Management

Focused on building high capability teams who participate in value creation

Long-term Perspective

Flexible capital allows structuring business for the long term

Focused Team

Focused investment, operating and value creation professionals

SUCCESS AT A GLANCE

INFRASTRIPE

READY MIX CONCRRETE

STONE ROAD ENERGY

S.E.V. AT A GLANCE

Supporting Legacies

We are dedicated to carrying forward the legacy of Christine’s late husband, whose core principles continue to shape our mission. With a combined experience of over 30 years in law, finance, consumer packaged goods (CPG), manufacturing, and mergers and acquisitions, our team is committed to expanding this legacy by unlocking business potential, fostering sustainable growth, and creating significant value

Mission| Vision | Values

MISSION
Our mission is to honor and continue the legacy of integrity and collaboration established by Christine’s late husband. We are dedicated to empowering Main Street businesses and lower middle-market companies by providing strategic investment, insightful guidance, and collaborative partnerships. Our goal is to foster sustainable growth and create enduring value for our partners and the communities they serve.

VISION
Our vision is to be a trusted and empathetic investment partner, recognized for our commitment to ethical business practices and our ability to unlock the full potential of the companies we support. We aspire to build a portfolio of thriving businesses that not only achieve financial success but also contribute positively to their industries and communities. Through strategic collaboration and thoughtful leadership, we aim to create a lasting impact and a legacy of excellence.

CORE VALUES

Integrity, Empathy, Collaboration, Innovation, Sustainability, Excellence, Honor Legacy

Focused Investment Thesis

We specialize in identifying and capitalizing on opportunities in Main Street and lower middle markets. We prioritize long-term value creation with sustainable growth strategies and customized investment structures. Our focus is on partnering with experienced management teams in industries ripe for growth, especially fragmented markets with potential for expansion. We provide more than capital; we offer strategic expertise, guiding businesses through key transitional phases to achieve their goals. Our commitment to honoring legacies drives us to build strong partnerships and ensure lasting success.