Our approach makes us different

We make investments in North American small and middle market buyout funds and equity co-investments. Having each spent most of their careers in this space, our senior investment team has extensive experience and a deep network of relationships.

Fundamental to our investment philosophy is the combination of fund investments and equity co-investments. We believe augmenting fund investing with co-investing enhances our investment decisions and results.

StocktiX leverages a research-focused and relationship-driven approach. We seek to deploy rigorous and disciplined investment sourcing and selection, intentional portfolio construction, and prudent risk management, with an emphasis on long-term investing.

We've built enduring relationships with established and emerging managers over decades in our market. Because we have maintained a singular focus on North American small and middle market private equity, we have developed deep expertise across strategies, sectors, and market cycles.

We take a targeted approach of exclusively co-investing alongside managers to whom we've made a primary fund commitment. We believe this approach drives inherently higher quality deal flow from pre-vetted sponsors with whom we often hold deep, longstanding relationships.

Our team has worked to establish a reputation as a reliable and active co-investment partner, able to conduct due diligence quickly and add value at the Board level where possible.

• 125+ executed co-investments
• 55+ unique co-investment sponsors