Our Theme-Based Investment Approach
Our approach focuses on proactively originating transactions in industry segments where growth-driving macro-trends intersect both our core investment criteria and potential investment catalysts that may drive superior performance.
Industry Theme Approach
Current Themes of Interest
Infrastructure
- Water systems
- Energy build-out & maintenance
- Transportation & social
Recycling / Environmental
- Waste-to-Energy
- Industrial materials scrap recycling
- Environmental services
Aerospace & Defense
- Mission critical components
- Homeland security
- Aftermarket services
Niche / Precision Manufacturing
- Small, or micro precision machining
- Medical device components
- Large scale forging, casting, or welding
Agribusiness
- Yield enhancing products & services
- Food quality & nutrition improvement
- Niche equipment
Value Added Distribution
- Durable Medical Equipment
- Mission Critical Replacement Components and Parts