Capital Conservation, Direct Involvement & Long Horizons

"From our perspective, capital is a catalyst for the value creation process, however, despite being necessary it is insufficient to create value. We take an active role on portfolio company boards of directors and work closely with management teams on operational, leadership, strategic and financial issues. Accordingly, we are patient investors who understand that it takes time to build significant companies of lasting value to customers, employees, stockholders and communities."

- Anil Gulati, Managing Partner

Our Company

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Investment Criteria

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We build businesses of enduring value. We acquire companies in partnership with management, support them with prudent capital structures, strengthen operational capabilities and strategic competencies, and accelerate growth through organic expansion and acquisitions.

By so doing, we create stakeholder value by growing businesses that are respected in their industry, contribute to their communities and provide worthwhile jobs.

Founded in 2003, we are a private investment firm that successfully acquires, manages and grows middle-market businesses. Our goal is to provide attractive exit options for owners and operators of medium sized companies and to provide divestiture opportunities for divisions of corporate parent companies that no longer reflect the company’s strategic focus. We will invest in underperformers situations where the company has a strong market position or franchise value.

 

We are an investment consortium: a partnership of selected individuals, family offices and institutional investors who bring relevant experience and expertise to our companies. Most of our investors have personally built and run substantial businesses, and we have spent our careers investing with, advising and working alongside business owners. We understand and respect the nature and culture of smaller entrepreneurial companies.

 

Our value creation model focuses on the long term through operational effectiveness, business model innovation and operational efficiency or discipline. From our perspective, capital is a catalyst for the value creation process, however, despite being necessary it is insufficient to create value. We take an active role on portfolio company boards of directors and work closely with management teams on strategic, leadership, operational and financial issues. Accordingly, we are patient investors who understand that it takes time to build significant companies of lasting value to customers, employees, stockholders and communities.

We purposely pursue a limited number of high-impact investments. This allows us to devote resources, energy and time towards accelerating the development of each portfolio company.

We believe that truly successful organizations abide by a shared value system. These are the values we aspire to uphold at Stelaris:

  • Treat the money entrusted to us as we do our own
  • Favor analysis over emotions
  • Serve all the stakeholders of portfolio companies
  • Be honest, fair, respectful and evenhanded
  • Honor commitments
  • Have a “can do” spirit
  • Work as a team: “nothing is impossible if you don’t care who gets the credit.”  
  • Have fun

Investment Flexibilty

Our objective is to deliver long-term capital solutions that are customized to the liquidity and growth of the business. We have a broad investment mandate from our investors and can approach transactions with considerable flexibility. For example, we have structured liquidity events for business owners who wanted to exit completely, stay employed on the management team, or remain engaged in an advisory role.

Relevant Operating Experince

We have been in the seat of responsibility as CEO’s of middle-market companies and can truly appreciate the daily rigors of building and developing an organization, breaking into and preserving important accounts, competing against giants and financing growth. We have been there.

Diverse Advisory Group

We utilize a broad network of industry experts, business executives and investors who provide operating advice, market intelligence and strategic counsel both before and after investment transactions.