DISTINCTIVE IP

Authored the value creation perspective in industrial sector.

Developed the end-to-end playbook to transform the sector.

ln-depth knowledge of multiple micro­ verticals, e.g.

  • Flow control.
  • Food processing & handling equipment.
  • Building construction & technology.
  • Packaging solutions.
  • Photonics.

PARTNER ECOSYSTEM

20+ Technology partners to drive accelerated transformation, e.g.

Rapid deployment of digital solutions during transformations to drive,

  • Increased transparency.
  • Higher revenue yield.
  • Efficient cost structure.

UNPARALLED NETWORK

Relationships with 3400+ executives in Industrial technology sector.

Includes a mix of Board Members, Investors, CEOs and CE0-1.

Act as Senior Advisors to Fernweh Group.

PROVEN METHODOLOGY: SEVERAL EXAMPLES OF 3 LEVELS OF VALUE CREATION FOR INDUSTRIAL TECHNOLOGY PLAYERS.
“3 levels” methodology drives higher alpha

Level 1 – Accelerated Performance Transformation

  • Industry leading margin and cash generation within 24 months
  • Sustainability through technology and capability building
  • Proceeds towards debt payment or build resilience

300+ bps margin, 200+ bps growth in 24 months


Mid-sized food equipment player: Stock price increase outperformed S&P500 by 900 bps “alpha”

Mid-cap packaging player: Peer set margin rank improvement from #7 to #1

Level 2 – upgrade valuation through Improved governance

  • Strong correlation between oversight and valuation
  • Engage with other investors to create transparency on value creation potential

1-2 additional turns in 36-48 months


100 year old CNC tools player: 3X MOM within 3 years of take private despite pandemic; on track to deliver 6X+ MOM within 2 more years

Level 3 – use the company as an M&A platform

  • Several dozen (smaller public, private) companies in the micro-vertical
  • Deploy further capital for M&A to either roll-up this space or to drive the operating improvements to these companies

100+ bps of ROIC improvement


Large cap solar energy player: 125X stock price and EV improvement + ~3700 bps delta EBITDA; now an “industry shaper”

Mid-sized food service equipment player: 30% increase in value despite a 30% drop in TTM sales, merging with a global leader to transform food services equipment space

Mid-sized embedded processing player: +1200 bps in 3 years, transformed processing

Large-cap RF semiconductor player: + 1380 bps in 2 years, transformed RF sector