A private firm for the stone trade · Est. 2026

Enhancing your legacy through the power of elite craftsmanship and innovative technology.

Lithos Dynamics works with stone fabrication founders ready to transition their business into the hands of next generation operators — whose mission is to be on the frontier of culture and technology. Our own capital. No fund clock.

Read the thesis → Have a coffee →

Posture

Operator-led

Domain

Stone fabrication

Hold

No fund clock

Capital

Our own

↓ Scroll

1. The Firm

Built from the floor up.

Thirty years of building a stone shop earns you the right to be skeptical of suits with checkbooks. We are skeptical of them too. Lithos Dynamics is a two-partner firm — one operator, one investor — built for the founder who is ready for transition without losing what they spent a career building.

Portrait · TBD

Partner 01 Drop image here

Partner 01 · Operations · Aerospace → Stone

Ben
LeBeau, MBA

Managing Partner

Ben LeBeau brings deep experience in aerospace manufacturing and program management, having led complex, multi-disciplinary programs in precision manufacturing environments. His operational background spans production systems, workforce development, supply chain logistics, and lean transformation — disciplines he now applies to help trades companies build durable, scalable operations. Ben holds degrees in Finance, Supply Chain, and a Masters of Business Administration. Ben is a father of three sons, married seven years, and values faith, fitness, and the outdoors.

Operations · Programs · Talent Strategy Specifics on request

Portrait · TBD

Partner 02 Drop image here

Partner 02 · Capital · Finance → Stone

Cameron
Cieluch, CFA

Managing Partner

Cameron Cieluch brings extensive experience from banking having financed numerous private equity backed lower middle market industrials and specialty manufacturing transactions. He has advised on and executed transactions across growth capital financing, acquisitions, and operational restructuring — bringing institutional-grade financial rigor to founder-led businesses. Cameron is an active Chartered Financial Analyst (CFA) Charterholder, signaling commitment to the highest standards of investment analysis and ethical standards. When not working on a financial model, Cameron can be found spending time turning wrenches on his automotive restoration project.

M&A · Underwriting · Private Investments Specifics on request

We don't just invest in companies. We build them.

2. The Thesis

Precision. Partnership. Innovation.

Tenet 01 · Discipline

Precision.

Aerospace-grade operational thinking applied to a trade that's never had it. Slab-aware data, real-time job tracking, granular KPIs, instrumented throughput. Every engagement is measured, not narrated.

Tenet 02 · Alignment

Partnership.

We are operators first, investors second. Plain-English term sheets and a long-term horizon; we measure outcomes in decades, not in exits. Positive employee and customer outcomes will compound over time.

Tenet 03 · Horizon

Innovation.

Embedding next generation technology from bid to install to elevate human craftsmanship, not eliminate it.

3. The Work

The work most checks don't show up to do.

Capital is the easy part. The reason most owners don't take it isn't the price — it's everything that comes with the wrong partner. We do the tough hands on work that actually bolsters throughput and quality of life at all levels of the organization.

Operations on the Floor

Silica capture retrofits and OSHA readiness. True end-to-end digital automation from template to install. Integrated apprenticeship and recruiting pipelines that support the professional and human formation of the next generation of trade craftsmen.

Capital, Plain-English

Transparent and succinct term sheets a founder can readily digest. Personal capital in every deal — local skin in the game, not agnostic institutional capital. Partial sales, majority recapitalizations, or 100% buyouts. We'd rather you keep equity and ride the next decade with us.

Continuity, by Design

The value you've created carries forward. Your team upskills. No service disruption or quality erosion for your customers. The legacy you spent thirty years building serves as the launch pad for the next thirty years.

Where we focus.

Stone fabrication and countertop shops
Specialty construction and finishing trades
Adjacent crafts and material trades
Trade-specific software and equipment

4. The Window

A once-in-a-century window.

Three structural shifts are landing on the same shop floor at the same time — the largest generational ownership transfer in American history, a workforce cliff nobody is staffing for, and a regulatory and technology step-change in stone specifically. Most operators are facing this alone. They shouldn't have to.

$10T

in US business assets transferring from baby boomer owners over the next two decades.

Old National Bank · Headway

41%

of US privately-held businesses are owned by retiring baby boomers. Most have no succession plan.

Project Equity

<5%

largest market share of any US countertop manufacturer. The industry has no incumbent.

IBISWorld

50%+

of small businesses listed for sale never find a buyer. Heirs prefer the cash proceeds.

Project Equity · Teamshares

94%

of California stone shops cited for silica violations in recent Cal/OSHA inspections.

KQED · Cal/OSHA

49%

of the US trades workforce projected to retire by 2035, with no pipeline behind them.

NCCER · ISFA

A generation built great companies they can't sell, in an industry going through a once-in-a-century operational and regulatory transition. That is exactly the kind of mismatch private capital and operational know-how can solve.

Sources · Old National Bank · Project Equity · IBISWorld · KQED · NCCER · ISFA

An aside

We get it.

You've spent thirty years building a stone shop. You've been pitched by ten of us this year. Most of them couldn't tell a slab from a sheet of plywood. We are not most of them — and we'd rather earn that than claim it.

You've never cut a slab.

Correct. We are not stone fabricators — we're operators who go deep into one trade at a time, and we'd rather learn from you than pretend. Ben has spent more time on production floors than most people have spent in a kitchen. The questions we'll ask are the ones a manufacturing engineer would ask. We expect you to correct us where the trade is its own discipline. We will listen.

PE will gut my company.

We are not restricted by typical fund limitations and a roll-up strategy is not in play. We invest our own capital, one company at a time. Our core principles stem from uplifting the culture and leveraging technology to enhance operations. Your customers don't notice anything except that the work gets better.

You're going to flip me in five years.

We don't have a fund clock. There is no exit calendar and no contractual requirements to return investor capital. We are committed to developing a system which will compound value creation over time, incentivizing our long-term involvement. We hold for as long as the business is the right place for our capital — usually that means decades, not quarters.

What do you actually do besides write a check?

Silica retrofits and OSHA readiness. Recruiting pipelines and apprenticeship programs. End-to-end workflow integration. Lean throughput. Targeted market and financial strategy. No aspect of the business is too small or too dirty for us to handle, we wear hardhats alongside shop and install crews. We are the operating partner most checks come without.

I've been pitched numerous times this year.

You have. We're not insulted by your skepticism — we share it. We're not asking for a deal. We're asking for a coffee and a tour of your shop. If we're useful, we'll keep talking. If we're not, you've still got a new contact in the trade.

Stone is the oldest building material on earth. We're here to honor it by making sure that stone fabricators are ready for the next hundred years.

6. Connect