Thesis-Driven Capital. Sector Mastery. Repeatable Outcomes.

We invest in asset-backed platforms across industrial and energy supply chains, with a focus on engineered products, aftermarket services, and scalable production. Our mandate includes businesses with defensible IP, embedded customer relationships, and operational complexity.

• Oilfield Equipment Manufacturing   Producers of pressure control systems, downhole tools, and surface equipment serving upstream and midstream operators. We prioritize platforms with proprietary designs, high utilization, and aftermarket service capabilities.

• Fabrication & Assembly Platforms   Custom manufacturers supporting energy, infrastructure, and industrial clients with precision components, modular systems, and engineered assemblies.

• Aftermarket Parts & Service Networks   Businesses with recurring revenue models tied to installed base maintenance, repair, and replacement cycles — including field service, refurbishment, and distribution.

• OEM Supply Chain & Contract Manufacturing   Scalable operators serving Tier 1 customers with high-mix, low-volume production, quality assurance, and logistics integration.

• Industrial Equipment & Systems   Providers of mission-critical machinery, automation systems, and process equipment with embedded technology and long-term service contracts.

Execution Themes

Our value creation strategy in Equipment & Manufacturing is built on throughput optimization, strategic sourcing, and platform scalability. Core execution levers include:

• Operational Efficiency & Margin Expansion   Lean manufacturing, labor productivity, and facility optimization to drive EBITDA growth and working capital discipline.

• Strategic M&A & Product Line Expansion   Accretive acquisitions that deepen capabilities, expand geographies, and enhance customer wallet share.

• Technology Enablement & Process Automation   ERP implementation, digital workflows, and data-driven production planning to improve throughput and reduce waste.

• Supply Chain Resilience & Sourcing Strategy   Vendor consolidation, nearshoring, and inventory optimization to mitigate volatility and improve gross margins.

• Institutional Exit Structuring   Preparing platforms for strategic sale or sponsor recap with clean governance, scalable infrastructure, and diligence-ready financials.