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The flexibility of Stellex’s investment approach and the broad skill set of our investment professionals allow us to participate in investments through a variety of different strategies. Rather than trying to fit an investment opportunity into a specific template, we look to apply our acumen to develop approaches best suited to the dynamics and circumstances that are present, including transaction opportunities with the following characteristics:



Industry


Most industrial and service sectors, with an emphasis on:

  • Manufacturing and Basic Industry
  • Industrial and Business Services
  • Defense, Aerospace and Government Services
  • Automotive
  • Consumer Products
  • Distribution and Transportation

Enterprises with proven business models operating in established markets


Size


  • Middle market, enterprise values typically $50 – 500 million and up to $1 billion
  • Individual investments typically $25 - 100 million; larger investments made through partnering and co-investment
  • Will evaluate smaller investments and greenfield investment platforms, provided there are identifiable opportunities to deploy additional capital

Location


  • North America and Europe

Transaction Type


  • Buyouts
  • Turnarounds
  • Special situations
  • Recapitalizations
  • Corporate divestitures and carve-outs
  • Platforms and sector consolidations
  • Secondary purchases of securities