Our Approach

AN APPROACH SHAPED BY BEST-IN-CLASS PARTNERSHIPS

We seek to be a transformative, value-added partner to best-in-class entrepreneurs, families, and ownership-minded management teams that create significant stakeholder and shareholder value through three (3) approaches:

Sector-Focused and Thesis-Driven Partnerships
Collaborative Partnerships
Active Portfolio Management that create significant Value Creation

SECTOR-FOCUS AND THESIS-DRIVEN

Being Sector-Focused and Thesis-Driven
is Our ETHOS, not a marketing campaign

Healthcare
Services

Business
Services

As a person and as a Business Owner, we're sure you've heard of the two figures of speech:

(1) "Jack of All Trades, Master of None" and
(2) "Diversification is the Enemy of Performance"

Well, those same phrases rings true for private equity partnerships.

Being a specialists is what we pride ourselves on, and that's why we are Sector-Focused and Thesis-Driven investors and operators. That's what differentiates Next Steward Partners, from other private equity and investment firms.

Simply put, only operating and investing in two key sectors that we know well and have key experience in.

COLLABORATIVE PARTNERSHIPS

Collaborative Partnerships are at the core of
what we DO to drive Purpose, People, and Prosperity

Our Collaborative Partnership and Cultural Ethos is based on partnering with entrepreneurs, families, and management teams who are not only passionate about continuing to build market-leading businesses, but also highly interested in owning a meaningful stake in the further success we create together.

It's our belief that Together - we can drive Purpose, People, and Prosperity that will benefit all stakeholders, including shareholders, team members, customers, and the community.

Purpose

People

Integrity, trust, and respect

Communicating actively and effectively

Establishing and growing strong relationships

Prosperity

Aligning economic incentives

Taking a long-term approach

Staying true to your word

ACTIVE PORTFOLIO MANAGEMENT

Active Portfolio Management with our partners
starts with an engagement-style that's Proactive (not reactive)

Board Governance

Building your board

Ownership transition and succession planning

MBE considerations and certification (i.e., NMSDC, WBENC, LGBTBE, VOSB)

Organizational design planning

Financial Guidance

Capital structure optimization

Financial controls and capital allocation

Long-term strategic and financial planning

Operational Engagement

Enhanced sales & marketing, and

pricing / purchasing strategies

Human capital planning & investment initiatives

Mission-critical technology & software infrastructure investments

Organic + M&A Growth Support

Organic growth and market expansion playbook

Corporate Development and M&A
advice, sourcing, and execution

As Proactive Investors and Board Members, we encourage and advocate for our management team partners do what they do best - lead the day-to-day operating of their business.

During diligence and (particularly) post-closing, we work with our management team partners to craft a comprehensive 100-day plan that identifies immediate, intermediate, and long-term growth opportunities (as well as risks) and an executable action plan that let us collaboratively hit the ground running post-investment.

We believe we can best assist our companies by providing unbiased guidance and industry-leading expertise and resources to help improve major key areas such as:

(1) Board Governance
(2) Financial Guidance
(3) Operational Engagement
(4) Organic + M&A Growth Support