Stephens Group, LLC

About The Fund

Stephens Group, LLC is a private equity firm that leverages its expertise in equity investments to specialize in Expansion, MBO/LBO, and Acquisition strategies. They focus on the 'Other' and IT (TMT) sectors, leveraging their skills to identify and support growth opportunities within these industries. The firm operates with an investment thesis that prioritizes the addition of significant value to its portfolio companies through active involvement and strategic expansion. They concentrate on middle-market companies where they can apply their knowledge and resources to create scale and improve operations. Stephens Group positions itself as a partnership-oriented investor, emphasizing strong corporate ethics and long-term relationships with management teams, colleagues, investors, and other stakeholders. The ethos of the company is built around providing growth capital, particularly in infrastructure-related real assets that service essential needs. With their active, value-added approach, they seek to deploy capital, expertise, and relationships to achieve a step change in value. They have a notable presence in North America and Europe, with an eye on trends such as decarbonization, demand for data, industry consolidation, technological innovation, regulatory changes, and demographic shifts. Their sector focus within infrastructure includes digital infrastructure, energy transition, and transportation. Furthermore, the firm is deeply committed to environmental, social, and governance (ESG) principles. They are a signatory of the UN Principles for Responsible Investment, and they integrate these principles into their investment process and portfolio management. Their goal is to ensure that their business operations and investments are environmentally responsible and promote positive social implications, along with honest and fair governance practices. The senior members of Stephens Group possess extensive experience working together for over a decade. Their investment team, which is complemented by experienced operating partners, is based in New York and London