Independent Sponsor

Operator-led capital for
founder-owned businesses.

Stein Capital Advisors invests deal-by-deal alongside founders and capital partners in the lower middle market. We take equity positions in industrial, energy, and software businesses — and bring the operating discipline of principals who have been in the seat.

Sectors
Industrial, Energy, Software
Approach
Deal-by-deal, principal capital
Alignment
Founder-friendly, patient
Beyond Principal Capital

Selective engagements where our experience compounds returns for founders and their capital partners.

The independent sponsor mandate is our core work. When the situation calls for it, we also take on select engagements adjacent to our investment activity.

  • 01
    Transaction advisory
    Sell-side and buy-side counsel, valuation, and structuring for founder-owned businesses navigating a transaction.
  • 02
    Operating roles
    Interim and fractional CFO, COO, and CRO seats where the business needs institutional discipline through a transition or growth stage.
  • 03
    Board service
    Independent director engagements for portfolio companies and founders' outside investments.
  • 04
    Capital formation
    Structuring and introductions to family offices, high-net-worth co-investors, and institutional partners. Selective sponsorship of search fund principals in our sectors.
Contact
jstein@steincapital.com LinkedIn