# StoneTree Investment Partners

StoneTree Investment Partners is a Private Equity based in Dallas, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2021
- **Assets under management:** $155 million
- **Website:** www.stonetreeinvest.com
- **LinkedIn:** https://www.linkedin.com/company/stonetreeinvest

## Regulatory record

- **CRD number:** 318477
- **SEC file number:** 801-134016
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318477

## About

StoneTree Investment Partners was established in 2021 by operators and engineers Joel Stanwood and Chris Dupré. The Dallas-based firm targets established, niche manufacturing and industrial businesses in the United States and Canada, deploying buyout, divestiture, and management-buyout structures from a $200 million asset base (per the firm, 2026). The firm concentrates on lower-middle-market industrial buyouts, with an explicit mandate covering advanced manufacturing, material handling, and engineered components. StoneTree does not operate as a passive holding entity; its team includes dedicated, named transformation specialists — including a Supply Chain Guru and a Lean Sensei — who work alongside acquired company employees. Confirmed portfolio positions include Power Test (industrial dynamometers), Reel Power (material-handling solutions), Viking Engineering (advanced fabrication), and Wilbar Group (backyard pool manufacturing). The geographic focus is strictly North America. StoneTree fields a 17-person team, with principals supported by a Vice President of Business Transformation for Advanced Manufacturing and a Vice President of Finance and Transactions. The firm also maintains a "StoneTree Council" — a group of six seasoned industrial executives, including T.J. Rosengarth and Larry Denbrock, who co-invest and advise on deals. The firm's Head of Business Development, Matthew Dakil, sources new opportunities directly. StoneTree’s website describes itself as "building," signaling an active hiring posture for the current fund vintage. StoneTree’s structural differentiator is the operational density of its post-acquisition team, which embeds frontline manufacturing experts rather than generalist consultants. The publicly listed Business Transformation specialists and external Council form a model that resembles a hybrid holding company with an embedded operational consultancy — an architecture that separates the firm from more financially oriented sponsors active in the same industrial niche.

## Sectors

- Industrial Tech
- Robotics & Automation

## People

- Joel Stanwood — Partner
- Chris Dupré — Partner
- Sean Caetano — Vice President, Business Transformation, Advanced Manufacturing
- Chase Gosselin — Vice President, Finance + Transactions
- Matthew Dakil — Head of Business Development

## Questions

### Who runs investment decisions at StoneTree Investment Partners?

Partners Joel Stanwood and Chris Dupré lead the firm. They are supported by a Vice President of Finance and Transactions, Chase Gosselin, and an investment team that executes buyout and management-buyout transactions. The firm also relies on a "StoneTree Council" of six experienced industrial executives who co-invest and provide strategic guidance on acquisitions.

### Does StoneTree Investment Partners operate as a traditional private equity fund or a holding company?

StoneTree is structured as a private investment firm but embeds a distinctive operational capability. The firm employs a Vice President of Business Transformation alongside named specialists in supply chain and lean manufacturing who work inside portfolio companies. This gives it some characteristics of a hybrid holding company with an internal operating consultancy.

### What size of company does StoneTree target for acquisition?

The firm targets established lower-middle-market niche manufacturing and industrial companies. StoneTree has not published a specific EBITDA range, but its $200 million fund size points toward control equity investments requiring meaningful operational transformation rather than large-scale platform roll-ups.

### Which sectors does StoneTree Investment Partners explicitly avoid?

StoneTree’s mandate is tightly focused on industrials, advanced manufacturing, and material handling. The firm does not invest in software, consumer products, healthcare, or financial services. Its portfolio — which includes an industrial dynamometer manufacturer and a pool-component producer — confirms a strict adherence to tangible industrial operations.

## Related profiles

- [Stone Run Capital](https://altss.com/profile/stone-run-capital)
- [Stone Ventures](https://altss.com/profile/stone-ventures)

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Last updated: 2026-07-08T23:06:33.863Z

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