LODESTONE CAPITAL
Lodestone Capital is focused on delivering superior risk-adjusted returns across multiple asset classes. With a sharp focus on governance, information asymmetry and proprietary deal access we select investments that have the potential to drive best-in-class returns.
Lodestone Capital is the investment arm of Lodestone Global, trusted advisor to boards of leading private companies and multi-generational families. We invest in businesses where we have helped shape governance and strategy, and alongside family office partners who share our long-term vision.
INVESTMENT FOCUS
Lodestone Capital focuses on three main platforms across asset classes:
PRIVATE EQUITY & DEBT
Lodestone Capital targets debt and equity investments — often in a preferred structure — focused on services businesses with $5M–$200M in revenue and $1M+ in EBITDA. Our unique edge over traditional private equity lies in proprietary deal flow, direct access to a curated database of high-impact board and executive talent, and a deep, relationship-driven diligence process. By embedding governance expertise and building trust with operators, we gain an asymmetric information advantage that allows us to underwrite risk more precisely and accelerate value creation.
Example Sub-Industries: Roofing, Scaffolding, Distribution, FMCG, QSR, Mining & Blasting etc.
REAL ESTATE
Lodestone Capital’s real estate strategy focuses on value-add, tax-advantaged investments in income-producing properties, with a particular emphasis on using 1031 exchanges to defer capital gains and compound wealth. We target assets with durable cash flow, operational upside, and strong long-term fundamentals in high-growth markets. Through strategic partnerships with operating companies, we maintain greater control over capital expenditures (e.g. roofing, building envelope) enhancing both cost efficiency and execution reliability. This integrated model supports our ability to deliver high-teens to low-20s IRRs while maximizing after-tax returns and preserving investor flexibility across market cycles.
PUBLIC EQUITY - WHITE KNIGHT
Lodestone Capital takes a White Knight activist approach to maximize enterprise value in select underperforming or strategically challenged companies. By leveraging Lodestone’s deep board experience and proprietary Qualified Director Network, we are able to identify, access, and influence opportunities where governance and leadership transformation can drive outsized value creation.
LEADERSHIP
Lodestone Capital is led by a team with decades of experience investing in public and private markets. Our team's cross-asset expertise, coupled with our proprietary board and governance networks, enables us to identify opportunities, underwrite risk, and drive value creation in both equity and credit markets, with a disciplined, risk-conscious approach.
PARTNER WITH US
Invest alongside us or bring governance-first investing to your portfolio.
We selectively partner with family offices, institutional capital and UHNW families aligned with our governance-first philosophy. We co-invest with board clients and trusted Lodestone Global relationships.
To learn more about our funds email tyler@lodestoneglobal.com
or download the investment overview below.