Buyout PE
StoneTree Investment
StoneTree Investment acquires controlling stakes in established, profitable businesses, from Dallas, United States. It states a focus on industrials & manufacturing.
Stated investment criteria
What StoneTree Investment says it buys
Read from StoneTree Investment’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.
| Maximum enterprise value it states | $125m1 |
| Revenue it states | $40m to $200m1 |
| Maximum EBITDA it states | $15m1 |
| Founded | 20213 |
| People listed on its team page | 92 |
A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. The team figure counts the people the firm shows on one team page, so it is a floor rather than a headcount: firms that split their team across tabs or load it in pages will read low. Nothing here is a commitment by StoneTree Investment to consider any particular business, and nothing on this page is represented as being for sale.
SEC filings
What StoneTree Investment has raised
From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.
| Vehicles filed | 2 |
| Total capital raised | $155m |
| Largest single vehicle | $155m |
| Filing history | 2021 to 2024 |
| Smallest accepted commitment | $50k |
| Filed from | FLORIDA |
Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.
Regulatory record
How StoneTree Investment is registered
From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.
| Adviser status | SEC registered |
| Regulatory assets under management | $196m |
| Employees | 6 |
| Private funds advised | 6 · $83m gross |
| SEC adviser number | CRD 318477 |
Portfolio
Disclosed holdings
Companies StoneTree Investment lists on its own website. No investment years are published.
| Company | Invested | Years held | Recorded transaction |
|---|---|---|---|
| Power Test | — | — | — |
| Reel Power | — | — | — |
| Viking Engineering | — | — | — |
| Wilbar Group | — | — | — |
| reelpowerind.com | — | — | — |
Compiled from StoneTree Investment’s published portfolio page. Where a recorded transaction is shown, that company was the target of a reported deal and has most likely already been realised. Nothing here is represented as being for sale.
Valuation context
Transaction values in Industrials & Manufacturing
What companies have actually sold for in industrials & manufacturing, across 1,298 recorded transactions.
The full industrials & manufacturing picture - most active acquirers, recent transactions and every investor in the sector.
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