Stonebridge Partners LLC

Stonebridge Partners, LLC, established in 1986, is a Registered Investment Advisor specializing in private fund investments, particularly in the "lower middle market" segment of manufacturing and distribution companies in the US. The firm, equally owned by William Connors and Stephen Hanna, manages Stonebridge Partners Equity Fund IV, LP, targeting transaction values of $30 million to $200 million. Stonebridge Partners tailors its services to each fund's specific objectives outlined in private fund documents. As of December 31, 2024, the firm had approximately $127,896,200 in regulatory assets under management. Stonebridge Partners charges carried interest, advisory fees, and quarterly monitoring fees, with monitoring fees negotiated based on Portfolio Companies' EBITDA. The firm's investment strategy involves active, operational oversight, direct sourcing, thorough due diligence, and value creation in portfolio companies. Stonebridge Partners' Investment Committee reviews each investment, and the firm's Operating Partners provide industry expertise to portfolio companies. Stonebridge Partners has custody of client funds and has discretion over the Funds' investments. The firm does not compensate for client referrals and has no disciplinary information to report. Clients must be accredited investors to invest in the private equity funds managed by Stonebridge Partners.