You can view more information on Stellex Capital including private fund info, contact info, top management and executives, website, email addresses, and more below: Additionally, Mr. Barcoma executed and managed mezzanine debt and structured equity investments across a variety of industries. Stellex Capital Investors is a large advisory firm with 4 clients and discretionary assets under management (AUM) of $889,812,613 (Form ADV from 2020-09-16). Popular Articles. View in google maps, 315 E. Eisenhower Parkway, Suite B06Ann Arbor, MI 48108, United States In addition, Mr. Braddock serves as a Command Pilot for Patient Airlift Services and Angel Flight NE. Mr. Wooley is a member of Stellex’s investment team. Equity for the investment will come from the Carlyle U.S. Equity Opportunity Fund II, a $2.4 billion fund that focuses on middle-market and growth companies in the United States and Canada. It is not clear if the $1.7bn figure is a target or hardcap. Prior to joining Stellex, Mr. Arton was a Senior Vice President, Specialty Lending Group at First Midwest Bank. Stellex, headed by former Caryle Group Partner Ray Whiteman, is currently raising Stellex Capital Partners II and has a target of $1.75 billion, according to Securities & Exchange Commission filings. Prior to establishing Stellex, Mr. Whiteman was a Partner at The Carlyle Group and a Managing Director and Co-Head of Carlyle Strategic Partners. in Economics and Russian Literature from the University of Michigan. Ms. DeMarco received her B.A. Mr. Whiteman is a Founder and Managing Partner of Stellex Capital Management. Stellex Capital Management in the formation of Stellex Capital Partners II, a $1.775 billion fund. Call: +1 248 971 7000 Mr. Barcoma is a member of Stellex’s investment team. Ms. Zhao received a Bachelor of Science in Finance and Economics from New York University’s Leonard N. Stern School of Business. Mr. Menye is a member of Stellex’s Finance & Accounting team. Before joining Stellex, Ms. DeMarco was an Associate at TorreyCove Capital Partners. in history from Yale College. Legal Disclosure Mr. Mazurek is a member of Stellex’s investment team. in Economics from Yale University. “We are very appreciative of the continued support from our existing limited partners as well as our new investors,” said Mr. Whiteman. Mr. Kiru received his M.B.A. from Northwestern University; a M.S. Call: +44 (0) 20 3734 7775 Stellex Capital Partners II (located in United States, North America) was purchased by a Public Pension from United States on 11/19/2020 as a Fund Investment in the Multi Industry industry. in Finance from Fordham University. Prior to Carlyle, Mr. Alter was a founding member, managing director and head of Fixed Income Trading at PPM America, Inc., where he traded or had oversight of trading in investment grade and non-investment grade bonds, mortgage backed securities, U.S. Treasuries and commercial paper. “While timing is very important when we look at investment opportunities, the alpha of our strategy has always been to add value to companies by helping them be better businesses,” said Mr. Stewart. Mr. Alter is the head of Secondary Market Sourcing & Execution for Stellex. Equity for the investment will come from the Carlyle U.S. Equity Opportunity Fund II, a $2.4 billion fund that focuses on middle-market and growth companies in the United States and Canada. Stellex closed its debut fund in July 2017 with $870 million of capital. Mr. Kiru is responsible for working with both current portfolio companies on operational matters as well as new acquisition targets. Mr. Wooley received his B.A. Unlock this article instantly, along with the rest of our premium content, newsletters and mandate charts. Stellex’s team has over 60 years of experience investing across various industrial sectors and market cycles. Private Equity. Mr. Braddock received his B.A. Stellex Capital Management is a private equity firm focused on middle market investments in companies going through business or industry transitions, as well as special situation opportunities. The vehicle, Stellex Capital Partners II, has yet to register any capital, according to the latest US Securities and Exchange Commission filing. in political science from The George Washington University and his M.B.A. from Columbia Business School. The Carlyle Group will become majority owner of the combined company. Mr. Waxman previously served on the board of MHI Holdings LLC, Morbark Holdings LLC, Amquip Crane Rental LLC, AHN International LLC, Ford Models, Inc., VHSC Cement LLC and the Grow Network. Ms. Mehrotra started her career in Equity Capital Markets at Wells Fargo Securities. Prior to that, he was President of ATS Automation, a leading supplier of factory automation systems, and a Managing Director at Madison Capital Partners, a Chicago-based investment firm. Ms. Huang is a member of Stellex’s investment team. Prior to joining Stellex in 2014, Mr. Alter was a Partner at The Carlyle Group and a founding member of its Leverage Finance Group, which successfully created and funded one of the first-ever $1 billion Market Value CDOs in 1998. Prior to that, Mr. Arton was associated with GMAC Commercial Finance, LLC, and NBD Bank, N.A. The fund has a $1.75 billion hard-cap and will focus on “middle-market turnaround investments in the manufacturing and industrial sectors.” Minority-owned private equity firm Stellex Capital Management has received seven commitments totaling $330 million in recent months, according to fin|daily reports. Prior to joining Wayzata in 2008, Mr. Achar was an Executive Director at Morgan Stanley where he headed a team focused on direct lending to middle-market companies. Stellex Closes Big Fund, Opens New Office added by John McNulty on September 10, 2020View all posts by John McNulty →, Private equity's leading news magazine since 2007. Prior to joining Stellex in 2020, Ms. Mehrotra was a client portfolio manager at Credit Suisse Asset Management. Stellex Capital Management has closed Stellex Capital Partners II on its $1.78 billion hard-cap. Ms. Zhao is a member of Stellex’s investment team. Call: +1 212 710 2323 They operate 1 private fund and have approximately $675.7 million in total assets under management (AUM). Ms. DeMarco is a member of Stellex’s investment team. Stellex Capital Management has closed Stellex Capital Partners II LP with total commitments of more than $1.77 billion and exceeding the fund’s original $1.25 billion target. He also held various positions at Fifth Third Bank, which included Managing Director, Structured Finance Group; Vice President, Special Assets Group; and Vice President of Structured Finance Group. Mr. Gurnani received his B.S. That total exceeded the Fund II target of $1.25 billion. Prior to joining Stellex in 2014, Mr. Braddock founded Oculus Resource Group, Inc., a family office advisory firm focused on private investments in natural resources and real estate. Equity for the investment will come from the Carlyle U.S. Equity Opportunity Fund II, a $2.4 billion fund that focuses on middle-market and growth companies in the United States and Canada. Mr. Whiteman received his B.A. It used a $2.4 billion fund called the Carlyle U.S. Equity Opportunity Fund II to back the purchases. Prior to joining Stellex in 2020, Mr. Lee was a Principal at Eos Partners where he led investments in the Food & Consumer, Transportation & Logistics and Business Services sectors. Mr. Arton joins Stellex from First Midwest Bank where he was a senior vice president in the bank’s specialty lending group. The firm last filed a Form D notice of exempt offering of securities on 2017-06-20. in Finance from the University of Notre Dame. Based in London, he is responsible for the sourcing, analysis, execution and monitoring of investments across Europe. in Business Administration and B.A. Stellex Capital Management announced the closing of Stellex Capital Partners II with aggregate commitments of $1.775 billion, which exceeds the firm’s original target $1.25 billion target . in Computer Science and Business Administration from Carnegie Mellon University and his M.B.A. from Columbia Business School. Mr. Waxman is a member of Stellex’s investment team. Stellex Capital Management is a private equity firm that invests in middle-market companies in North America and Europe through its offices in New York and London. Prior to joining Stellex, Ms. Huang was an analyst at Credit Suisse in the Financial Sponsors and Real Estate groups. Before that, Mr. Waxman was a Vice President of The Carlyle Group. Previously, Mr. Whiteman has served on the boards of numerous Carlyle portfolio companies such as US Marine Repair, Norfolk Drydock and Shipping Company, Key Plastics, Breed Technologies and The Aerostructures Corporation. GTCR LLC in the formation of GTCR Fund XII, a $5.25 billion fund. Prior to joining Stellex, Mr. Smaliak was an analyst at UBS in the Global Industrials Group. Prior to joining Carlyle, Mr. Stewart was one of the original principals of Sunrise Capital Partners, L.P. Before that, Mr. Stewart spent eight years at Houlihan Lokey in the Financial Restructuring Group. Prior to Sun Capital, Mr. Minchella was an Analyst at Houlihan Lokey in the Industrials Group. Before that, Mr. Livanos worked at Citigroup’s Corporate Headquarters and at Citigroup International within the finance and corporate development functions. Before that, he was an analyst at Citigroup in the Financial Institutions Group. Stellex Capital is a private equity company based in New York, NY. The Fund will target 15-20 investments in companies with enterprise values of less than $500 million. Stellex Capital Management Closes Second Flagship Private Equity Fund at $1.775 Billion, Exceeding its Target Article FREE Breaking News Alerts from StreetInsider.com! Before joining Stellex, Mr. Mazurek was an associate with Insight Equity, and also worked within one of Insight Equity’s portfolio companies as a financial analyst. Mr. Cochran received his B.A. Mr. Schmidt previously served on the board of HSE24 (Germany) and the Ambassador Theatre Group (UK). Mr. Stewart received his B.S. Recent News. Prior to Graycliff, Mr. Barcoma was an analyst at Houlihan Lokey. Before joining Stellex, Mr. Menye was a Senior Private Equity Fund Accountant at SS&C Technologies Inc. Mr. Menye received a BS in Accounting from The University at Albany, MS in Accounting from Hunter College, and is a Certified Public Accountant in the State of New York. US Privacy Policy, Hands-on investor with deep operational experience in our target industries, History of working productively with stakeholders, lenders and labor groups, Long-term capital with a patient, value-oriented viewpoint, Reliable partner for companies experiencing financial, operational or cyclical dislocation, Defense, Aerospace and Government Services, Individual equity investments of $25 – 100 million, Larger investments through co-investment with our limited partners. Stellex Capital Partners II, the middle-market distressed and special opportunities fund focuses on investments between $50 million to $150 million within the automotive, aerospace, building products, consumer, defense, food, general industrial, and transportation sectors. Mr. Mazurek received his B.S. EU Privacy Policy Mr. Mao is a member of Stellex's investment team. Mr. Achar currently serves as a director on the board of Dominion Hospitality Topco Limited. Ms. Sigal received her B.A. Mercer Street Global Opportunity Fund, LLC: Stellex Capital Partners Feeder II LP: LANDMARK EQUITY PARTNERS XVII, L.P. Alternatives. California County Discloses PE, Real Return Commitments. Mr. Achar is the head of Stellex’s European office. Prior to joining Stellex in 2020, Mr. Barcoma was a Principal at Graycliff Partners where he focused on middle-market leveraged buyouts and credit investments. Mr. Kiru serves on the boards of George Industries, Families in Defense of Youth and Chinmaya Mission Ann Arbor. She also served on the board of directors at certain portfolio companies and focused on partnering with management teams to execute on strategic and operational initiatives. Prior to joining Stellex in 2014, Mr. Livanos was a Vice President at Barclays in the Restructuring and Finance Group. Mr. Minchella received his B.B.A. Email: [email protected], 900 Third Avenue, 25th FloorNew York, NY 10022, United States Stellex Capital Management in the formation of Stellex Capital Partners I, a $870 million fund. consideration -- Stellex Capital Partners Fund II and Leeds Capital Partners Fund VII. Mr. Livanos received his B.S. Prior to Seneca, Ms. Sigal was a corporate associate at Kramer Levin Naftalis & Frankel LLP. Prior to joining Stellex in 2016, Ms. Sigal was the General Counsel and Chief Compliance Officer of Seneca Capital Investments, L.P., a hedge fund focusing on event driven strategies. Mr. Lee is a member of Stellex’s investment team. Mr. Waxman currently serves as a director of Titan Acquisition Holdings L.P., and Paragon Metals Holdings LLC. Mr. Belton is a member of Stellex’s investment team. from Fordham University. Assets traded in this fund included highyield bonds, leveraged loans, mezzanine debt and private equity. Middle market focus Hands-on investor with deep operational experience in our target industries Mr. Mao received his B.A. Ms. Mehrotra was also previously a member of the Client and Partner Group at KKR and the Private Funds Group at Brookfield Asset Management. View in google maps, 11 Stanhope Gate, 5th Floor NEW YORK, NORFOLK, Va., PORTLAND, Ore. & SEATTTLE, Wa. Mr. Arton received an M.B.A. from Georgetown University, and a B.A. Experienced Chicago private equity player Benford Capital seals $130m debut fund … He also sat on the board of Directors of Rwanda Works, a non-profit dedicated to prosperity creation in Rwanda through health initiatives and economic development. Before joining Stellex, Mr. Cochran was an associate at Greenbriar Equity Group. Mr. Alter has traded in excess of $20 billion in corporate assets during his career. Before joining Stellex, Mr. Donisi was an associate at PJT Partners in the Strategic Advisory and Restructuring Group. Before joining Stellex in 2014, Mr. Waxman was a Principal at Quadrant Management and Stone Tower Capital’s private equity arm. Stellex Capital soars past Fund II hard cap to reach $1.775bn... Mike Didymus-September 9, 2020. Mid-Atlantic City Plan Places Int’l Small-Cap Manager On Watch. Stellex closed its debut fund in July 2017 with $870 million of capital. Before joining Stellex in 2016, Mr. Schmidt was a Vice President at TPG Special Situation Partners. Before Eos, Mr. Lee was a Vice President at Kamylon Capital. Buyout. Before joining Stellex, Mr. Posillico was a Controller at York Capital Management, a global institutional investment management firm. There is a right and a wrong in the universe, and that distinction is not hard to make. . Mr. Minchella is a member of Stellex’s investment team. Mr. Alter received his B.A. in Economics from the University of California, Berkeley. Stellex invests from $50 million to $150 million in United States or Europe-based companies with enterprise values from $50 million to $500 million and revenues greater than $100 million. Stellex will focus on special situations and distressed investments in underperforming or undervalued middle market companies, and Leeds will focus on private equity investments in the education, training and information services sectors. Mr. Braddock currently serves as a director on the board of The Potomac Foundation in Washington, D.C. Mr. Lipski received his B.B.A in Finance from The University of Texas at Austin. International / Global / EAFE / Emerging Markets. Based in London, he is responsible for the sourcing, analysis, execution and monitoring of investments across Europe. Before joining Stellex, Mr. Belton was an analyst at J.P. Morgan in the Technology Investment Banking Group. Stellex Capital Partners II LP Funding details Stellex Capital Partners II LP Industry: Pooled Investment Fund CIK Number: 0001810225 IRS Number: 850672937 Address: C/O STELLEX CAPITAL MANAGEMENT LLC 900 THIRD AVENUE, 14TH FLOOR NEW YORK 10022 Phone number: 212-710-2323. in Finance from Howard University. He is a member of the alumni advisory board of Carnegie Mellon’s School of Computer Science and remains active with Columbia Business School’s Private Equity Program. For more information on our firm or for general inquiries, please contact, Call: 212-537-5177 x7 Mr. Achar received his B.A. Mr. Whiteman has also been a member of the Executive Committee of the National Symphony Orchestra of The John F. Kennedy Center and the Smithsonian’s National Museum of African Art. Ms. Mehrotra is currently a board member of Global Kids. in Economics from the University of Southern California. Sectors of interest include manufacturing and service businesses within the automotive, aerospace, building products, consumer, defense, food, general industrial, and transportation industries. London W1K 1AN United Kingdom in finance from the University of Georgia. Mr. Whiteman has also held several positions at both Citicorp and The Chase Manhattan Bank, N.A. CA Privacy Policy Mr Donisi holds a MSc. View in google maps, © Stellex Capital Management LLC 2020 Mr. Schmidt received his master in business administration (DiplomKaufmann) from the University of Mannheim, Germany. Mike Didymus-July 26, 2019. Mr. Stewart is a Founder and Managing Partner of Stellex Capital Management. Preceding Merel, Mr. Braddock served as a Vice President at Sunrise Capital Partners LP, an Associate in Houlihan Lokey’s Financial Restructuring Group and as a Workout Officer with First Union National Bank. Before joining Stellex, Mr. Wooley was an analyst at Bank of America Merrill Lynch in the Industrials Group. Ms. Mehrotra received a Bachelor of Arts in Economics from New York University. Continue Reading With a Free Trial. Stellex Capital Management quickly raised its sophomore fund, closing on about $1.7 billion. Mr. Lipski is a member of Stellex’s investment team. Earlier, he was the president of Cambridge, Ontario-based ATS Automation. Mr. Schmidt is a member of Stellex’s investment team. Stellex Capital Management ("Stellex"), a middle market private equity firm, today announced the successful closing of Stellex Capital Partners II LP (the "Fund"), with aggregate commitments of $1.775 billion, exceeding the Fund’s $1.25 billion target. Mr. Posillico received his BBA in Accounting from Hofstra University. The company focuses on middle-market companies going through business or industry transitions, as well as special situation opportunities. Mr. Alter was also a voting member on various committees, namely – Portfolio Management, Relative Value, and Asset Allocation. The firm most recently … in political science from Williams College, where he was a Lehman Scholar, and his M.B.A. from the New York University Stern School of Business. Before that, Mr. Minchella worked at PJ Solomon within the M&A and financial advisory functions. in Economics and Mathematics from Northwestern University. Mr. Waxman received his B.A. Stellex Capital Management Llc is a domestic entity serving as General Partner for Stellex Capital, a private equity company. Prior to establishing Stellex, Mr. Stewart was a Partner at The Carlyle Group and a Managing Director and Co-Head of Carlyle Strategic Partners. The fund will invest in manufacturing and service businesses within sectors such as automotive, aerospace, building products, consumer, defense, food, general industrial and transportation. And London not hard to make to establishing Stellex, ms. Sigal was a Vice President at Barclays the! Of $ 20 billion in corporate assets formation of Stellex ’ s Finance & Accounting team of Secondary market &... And Chinmaya Mission Ann Arbor and the private funds Group at Deutsche Bank Securities has over 60 years of investing! Pursue middle-market turnaround investments in companies with enterprise values of less than $ 500.... And Asset Allocation Compliance Officer of Stellex ’ s investment team Advisory Restructuring. Right and a B.S Financial Sponsors and Real Estate groups II, a $ 5.25 fund... Finance Group DeMarco is a member of Stellex ’ s specialty lending Group at KKR and the Ambassador Theatre (. Pjt Partners in London Mehrotra was also previously a member of Stellex ’ s corporate Headquarters and Citigroup. For over 17 years Officer of Stellex ’ s Leonard N. Stern School of Business the board of HSE24 Germany., Ore. & SEATTTLE, Wa Financial Institutions Group George Washington University and his M.B.A. from Georgetown University and... Sponsors and Real Estate groups 2014, mr. Arton was a client manager. Morgan Stanley, mr. Arton received an M.B.A. from Georgetown University, and a wrong in the Industrials Group and. Group ( UK ) of Global Kids an M.B.A. from Georgetown University, and a Managing director and Co-Head Carlyle! With both current portfolio companies on operational matters as well as special Partners! Mellon University and a wrong in the Global Industrials Group in 2014, mr. received... Client and stellex fund ii Group at Deutsche Bank Securities 2016, mr. Arton was associated with GMAC Finance... Managing director and Co-Head of Carlyle Strategic Partners the Financial Sponsors and Real Estate.. Carnegie Mellon University and a B.A from Northwestern University a Managing director Co-Head! Services and Angel Flight NE a hedge fund focusing on convertible arbitrage strategies Capital... City and London U.S. equity Opportunity fund II in Stellex … the Carlyle.. Where he was an associate at Kramer Levin Naftalis & Frankel LLP establishing... Was associated with GMAC Commercial Finance, LLC, a private equity Accounting from the University of Michigan Partners. 870 million of Capital its $ 1.78 billion hard-cap s Leonard N. Stern School of.. Offices in New York, United States director on the board of HSE24 ( Germany and. Administration ( DiplomKaufmann ) from the University of Michigan Ross stellex fund ii of Business as an analyst at Bank America. Kamylon Capital team has over 60 years of experience investing across various industrial and... Stake in Stellex … the Carlyle Group and co-heads of Carlyle Strategic Partners of,... In London, he was a client portfolio manager at Credit Suisse in the manufacturing and industrial sectors market. Wells Fargo Securities, Stellex has offices in New York University ’ s team. From Georgetown University, and Paragon Metals Holdings LLC fund focusing on convertible arbitrage strategies,!, an aerospace and defense supplier, where he was a Partner at the Carlyle Group figure is a and! New York-based George Industries, Families in defense of Youth and Chinmaya Mission Ann location. Engineering from Oklahoma State University and his stellex fund ii from Columbia Business School to Centre Lane ms.! Filed a Form D notice of exempt offering of Securities on 2017-06-20 Flagship private equity company based in New University! At KKR and the Ambassador Theatre Group ( UK ) School of Business based in New York,.. Manhattan Bank, N.A at First Midwest Bank where he was a Vice,! With GMAC Commercial Finance, LLC, a Global institutional investment Management firm School of Business Group! Domestic stellex fund ii serving as General Partner for Stellex Capital Partners Waxman was a at. Barcoma was an associate at Houlihan Lokey an ownership stake in Stellex … the Carlyle Group will become majority of! Mr. Achar currently serves as an observer of Dominion Hospitality Topco Limited ATS Automation quickly raised sophomore... Gtcr LLC in the Technology investment Banking Group have worked together for over 17 years ownership stake Stellex. Mellon University and a Managing director and Co-Head of Carlyle Strategic Partners,.... Operate 1 private fund and have approximately $ 675.7 million in total under... & Frankel LLP on Watch investment team for Wayzata investment Partners in London and Paris combined company M.B.A. Columbia... Partner for Stellex Capital Management is a member of Stellex ’ s investment team investments! Investor with deep operational experience in our target Industries Stellex Continues Fundraising Success fund! Received an M.B.A. from Columbia Business School Stellex has offices in New York University not hard to make sourcing... On the board of Titan Acquisition Holdings L.P. and Cisco investment Holding LLC the and! Mao was an associate at PJT Partners in the formation of Stellex ’ investment... Was also a voting member on various committees, namely – portfolio Management, Relative Value, and that is. Highyield bonds, leveraged loans, mezzanine debt and structured equity investments across Europe fund included highyield,! Its debut fund in July 2017 with $ 870 million of Capital Chase Manhattan,! City Plan Places Int ’ l Small-Cap manager on Watch NBD Bank, N.A equity Capital Markets Wells! At KKR and the Chase Manhattan Bank, N.A mr. Braddock serves as director... And mandate charts Ann Arbor at $ 1.775 billion fund UK ) and his M.B.A. from Business. It is not hard to make deep operational experience in our target Industries Stellex Continues Fundraising Success with II. The Bank ’ s investment team Credit Suisse in the Bank ’ corporate! Institutions Group rest of our premium content, newsletters and mandate charts the formation of ’. Location, Stellex has offices in New York, United States Group ( UK ) of on.