FOCUS ON INDUSTRIAL TECHNOLOGY SECTOR IN AMERICA
  • Stable growth outlook, especially with push to “re-shore” to the US
  • Attractive industry structure
  • 4000+ companies
  • Large number of companies with reasonable valuations
  • …and recurring need for world-class management expertise
ENGAGED INVESTOR / ENGAGED OPERATOR MODEL
  • Unique model – combines capital + IP / expertise (industry & functional)
  • Have led 15+ successful industrial-tech transformations
  • Extensive rolodex – relationship with 3,300+ industrial-tech executives
  • Top-tier advisors – C-suite / board-level executives of key institutions
STRUCTURE THAT ENSURES FLEXIBILITY TO DEPLOY RANGE OF INVESTMENT MODELS
  • Tailor engagement with partners based on their needs and lifecycle stage; also ensures proprietary deal flow
  • Can play lead investor role or drive alpha in other Investor’s Deals
  • Have flexible time horizons
  • Results in multiple profit streams → all-weather business