Stoic Holdings

Managing Partners Ryan Berk and Michael Dworkis jointly lead all investment and operational decisions. Berk is based in Denver; Dworkis operates from Washington, D.C. Their pre-Stoic backgrounds combine corporate management, public and private equity investing, and investment banking (per the firm).

The firm has not disclosed a formal sourcing model. However, given the partners’ operational focus and the niche industrials they target — home elevators, walk-in coolers — deal flow likely originates through founder and intermediary relationships rather than broad auction processes.

Stoic is a private investment firm that operates closer to a permanent-capital private equity vehicle than a family office or venture firm. It makes concentrated, control-oriented investments and takes an active operational role, with no indication of managing third-party capital or raising successive funds.

All disclosed activity indicates the firm makes direct, control-oriented investments rather than committing capital to third-party funds. Its portfolio and exit history show direct holding-company positions in companies like Accredited Home Elevator, Store It Cold, and Arctic Industries.

Stoic targets buyout, growth, management buyout, and succession situations — generally where it can acquire a controlling stake and drive operational improvement. It does not invest in early-stage or venture-stage companies.