Stockton Road Capital

Custom Tailored Opportunities

Stockton Road Capital is a specialized private equity investment firm and adviser that focuses on the Consumer Products Industry

SRC blends the unique skills and experience of its founder with SRC Operating Partners and institutional Capital Partners.
SRC is a valued partner to its network of Capital Partners providing unique investment opportunities and insight, operational management capabilities and investment management skill.
SRC is committed to increasing social awareness and environmental responsibility

We partner with other providers of capital to fund transactions. Because SRC is not tied to any one source of capital, it can tailor unique solutions to fit companies’ needs across a broad spectrum of investment types:

LBO’s and recapitalizations
Corporate Carveouts
Family business transition
Management buyouts
Growth equity

Joe Rhodes

Joe is the founder of Stockton Road Capital and is also the Managing Partner of its affiliate, Hummingbird Equity Partners. Prior to that, Joe was a Partner at the middle market focused private equity firm, Charterhouse Group, where he led the consumer products investment activities and was a member of the firm’s Investment Committee. And before that, Joe was a member of the Mergers & Acquisitions teams at the Union Bank of Switzerland and Kidder Peabody & Co.

Joe lives in Los Angeles with his wife and two boys. He is an advocate of environmental causes and lives a healthy and athletic lifestyle consistent with the investment interests and values of Stockton Road.

Operating Partners

SRC works closely with its relationship team of Operating Partners to identify attractive investment opportunities and strategies and to add value to its partner companies.

“Joe was great to work with and added a lot of value to our Board. We were fortunate to have someone with his experience as an investment partner and strategic resource.”

Marti Morfitt, Former CEO Airborne

Stockton Road works with companies that have created superior brands with Market Disrupting Products.

Health And Wellness

Nutrition

Beauty and Personal Care

Food and Beverage

Consumer Healthcare &
OTC Products

Household Products

Luxury and Lifestyle

Fitness, Active Lifestyle & Athletics

Basic Criteria

Consumer products businesses
Revenues in excess of $10 million
Equity requirements of $10 million, up to $1 billion
No startups or early stage businesses please

Experienced in working with:

Leveraged buyouts
Growth oriented companies
Family owned and founder business transition
Carveouts from large entities
Turnarounds

Stockton Road looks for the following general characteristics in investment opportunities:

Sustainable point of differentiation through brand or proprietary IP and/or technology
Brands that can be disruptive in large categories
Businesses that emphasize marketing and R&D
Strong variable contribution margins
Profitability and free cash flow
Talented, entrepreneurial management interested in being ongoing owner partners

“During the period that we’ve worked together, Joe has shown that he’s a natural business leader, an exemplary Board member and a great mentor. He is never too busy to talk with me. He leads with integrity and is always positive. I love working with him.”

Jan Hall, CEO Designer Protein

SRC is Well Positioned to Deliver Attractive Investment Performance for its Capital Partners

SRC works with the right capital for each transaction uniquely, and has worked with family offices, other like-minded private equity firms and large direct investing pension funds that value SRC’s sector-expertise and unique investment sourcing.