Brian Underkofler

Brian J. Underkofler is a Vice President at Stone Arch Capital, a Minneapolis-based private equity firm. The firm states that it historically made control equity investments in leading private businesses across a wide range of industries, primarily in the Midwestern United States, and that it is now focused on growing and exiting its remaining portfolio companies rather than making new platform investments.

Before joining Stone Arch Capital, Underkofler spent five years at RSM in the firm’s Transaction Advisory practice in Chicago and Minneapolis. His work there focused on financial due diligence for private equity clients in the middle market. Earlier in his career, he worked in Deloitte’s audit practice.

At Stone Arch, Underkofler’s responsibilities include partnering with portfolio companies, assisting with strategic initiatives, negotiating transactions, and conducting due diligence on prospective opportunities. He graduated from the University of St. Thomas with a B.A. in Accounting and is a Certified Public Accountant.

• Stone Arch Capital is not currently a seed or angel investor. The verified firm profile is private equity, with a current focus on existing portfolio companies.
• The firm states: “We are no longer investing in new platform businesses” and says it will continue evaluating add-on acquisitions or growth opportunities for its remaining portfolio.
• Historically, Stone Arch made control equity investments in private businesses across a wide range of industries, primarily in the Midwestern United States.
• The firm emphasizes respectful, transparent partnerships with business owners and management teams, including prompt and direct feedback on valuation and company pros and cons.
• Stone Arch says it does not use a fixed investment template and instead tailors investment structures to the specific business, owner, and management team.
• The firm’s value-creation work includes financial analysis and modeling, strategic planning, add-on acquisition execution, product and service expansion, personnel additions, geographic expansion, IT enhancement, process optimization, and succession planning.