STG Partners, LLC logo

STG Partners, LLC

Updated today

Client assets under management

$13,428,232,772

Clients

0

Advisors

0

of 87 employees

Firm type

No Active Advisors

Clients per advisor

Average account size

About

STG Partners advises and manages private investment funds and co‑investment vehicles that focus on control equity investments in mid‑market and lower mid‑market software, data and analytics companies. Its clients are the Funds themselves and STG provides discretionary services including sourcing and diligencing transactions, negotiating terms, board representation, operational oversight and disposition execution.

The firm’s stated investment approach combines control buyouts with post‑acquisition operational transformation, organized around disciplined opportunity creation, cost transformation, growth through execution and innovation. STG describes an Operations Group that supports portfolio companies and notes it routinely places representatives on boards and may arrange consulting and transaction‑related services for portfolio companies and co‑investors.

The brochure highlights several features that distinguish STG from many peers: STG was formed as a successor to a predecessor adviser and continues to manage remaining predecessor funds under a management agreement, and the firm discloses that it references predecessor performance, third‑party ratings and testimonials in its marketing materials. The firm also discloses a minority investment in the management company by an external investor and reports regulatory assets under management in the billions, and it differentiates between co‑investment vehicles and direct co‑investments that are not treated as clients.

Client services

Portfolio management Portfolio company management services

Expertise

Private / alternative investments Active portfolio management Business exit / sale strategy Business ownership considerations ESG / Sustainable investing

Occupation focus

Executive Founder/Business Owner

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Fee options

Percentage

$0+: 2.0% annually on aggregate non-affiliated limited partner capital commitments payable quarterly in advance (Management Fee) After investment period or Stepdown Date+: 2.0% annually on investment contributions made by non-affiliated limited partners less write-offs (reduced Management Fee formula)

Performance-based

Carried Interest equal to 20% of realized profits above 8% preferred return, subject to catch-up and clawback provisions

Other

Account minimum: $20 million

Main office location

STG Partners, LLC

1300 El Camino Real, Suite 300

Menlo Park CA 94025-4211, United States

Number of offices

3

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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