CoreLink is a leading, vertically integrated provider of spinal implant and instrumentation systems. For over two decades, CoreLink solidified itself as a leading provider of novel devices and instrumentation for spinal surgery. More recently, it established a differentiated product portfolio supporting lateral spine procedures. Jay Bartling founded the business and saw the opportunity to bring in a partner who would add value to the business and accelerate growth. Stephens Group was the first institutional capital and successfully exited our control position to a strategic buyer after a competitive process while maintaining a minority ownership of the combined business.

Vestcom International Inc., is the leading provider of data-driven, shelf-edge marketing solutions to major retailers and brand manufacturers in the grocery, drug, and mass merchandising industries. Stephens Group completed a recapitalization to position the company for the next stage of its growth and enable it to continue to expand its capabilities for its customers and enhance its service offerings in technology-driven in-store marketing communications. Stephens Group successfully exited our control position to a financial buyer after a competitive process and maintains an ongoing relationship with John Lawlor, the former Chairman and CEO of Vestcom, who serves our firm as a Senior Advisor.

Summit is a specialty industrial mechanical contractor offering engineering, design-assist and turnkey, direct hire construction services of modular systems serving the advanced technology, power, and industrial sectors. Summit’s capabilities encompass a wide range of modular and site-based construction including process piping, equipment setting, large pipe rack trestles, and related steel erection and specialty concrete work. Summit is a trusted supplier to some of the world’s largest advanced technology, power and industrial companies and is currently deployed on several major chip fabrication projects. In 2011, The Stephens Group completed a majority recapitalization of the business and successfully exited our control position to Comfort Systems USA in 2024.