Investment Philosophy

We look to partner with owners and management teams to build remarkable businesses and create lasting value.

Business attributes and investment philosophy

Stockdale Street seeks investments in established businesses, across a broad range of industries, that either possess, or are well on the way to achieving, many of the following characteristics:

Sustainable market-leading positions in industries poised for long-term growth
Competitive advantages through differentiated products, services, or processes that create an enduring moat
Attractive margins and high returns on capital
High-quality and robust earnings

World class businesses
Run by excellent management teams
Favorable growth prospects
Alignment of interests

Typical Investment

Our investments take a variety of forms. We can acquire either controlling or non-controlling stakes in:

Closely held or family enterprises transitioning to new ownership
Businesses requiring growth capital or undergoing recapitalisations
Buy-outs of non-core corporate divisions
Platform or roll-up strategies

$20m+

typical investment

Stockdale Street typically invests from $20m into individual opportunities with no upper limit for unique and compelling opportunities.

Portfolio Overview

Focused and selective approach

Stockdale Street seeks to identify investment themes that are driven by innovation and entrepreneurship and supported by long-term secular growth.

We are especially interested in sectors where we have previous investment experience and knowledge, including:

Telecommunications
Software and Technology
Media
Education
Consumer
Industrial
Financial Services
Real Estate

We work with outstanding entrepreneurs and business owners to grow successful businesses.

Every transaction is unique and we therefore work with our partners to structure transactions that meet their specific goals and needs. These can range from obtaining partial liquidity, buying out existing partners or shareholders, financing acquisitions, funding organic growth and value enhancement initiatives or deleveraging balance sheets.

Often we craft partnerships with sellers who retain significant ongoing ownership and share in future value creation alongside us.

We close transactions expeditiously without the need to obtain debt financing in most situations.

Stockdale Street backs management to run the day-to-day operations of the business but plays a key role in decisions around strategy, capital allocation and incentive structures.

More specifically, we help with the following:

Establishing strategic priorities
Instilling operational excellence
Defining and refining business models
M&A and/or international expansion
Optimising capital structures and balance sheets
Accessing top talent; and
Establishing incentive structures

Our selectivity ensures that all our companies receive the attention and expertise that they deserve

Part of Mary Oppenheimer Daughters