Strategy

SMALL FUND ADVANTAGES WITH ENHANCED TERMS

Steward builds diversified portfolios of small buyout, growth equity, special situations, and infrastructure funds using the Anchor Strategy. In addition, we seek to partner with emerging and diverse teams, launching their first and second institutional funds. Our lens focuses on innovation and disruption in the healthcare, consumer, industrial and technology sectors in the large and inefficient U.S. Middle Market.

We seek to improve the risk-return equation through participation in GP economics while managing risk through governance and disciplined underwriting. Our strategic role as a catalyst to smaller funds provides both capital and expertise at a pivotal moment. In addition, Steward’s Mentor-Anchor Program brings value-added expertise to support growth.

Strategic Allocations to Small Buyout Launches

Steward’s Managing Partner Sheryl Mejia discusses the increasing appetite for small buyout and other middle market strategies and how Strategic Anchor Partnerships serve to align new relationships with advantageous fees, terms and capacity rights.

Evaluating Fund I Teams

Steward Principal, David Reiss, discusses the deep dive approach required for analyzing the mosaic of data accompanying Fund I launches.

Private Equity Anchor Partnerships

Anchor investing has evolved to an institutional scale. Managing Partner, Sheryl Mejia discusses how Anchor Partnerships expand the reach of Limited Partners to identify and participate in the next generation of private equity leadership.

Building Bridges between LPs and Fund Is

Steward’s Managing Partner, Sheryl Mejia, on market dynamics and the advantages of being the first to commit to launching emerging and diverse small buyout managers.