Thesis-Driven Capital. Sector Mastery. Repeatable Outcomes.

We invest in mission-critical service platforms that support industrial, infrastructure, and logistics ecosystems. These businesses often exhibit recurring revenue, asset-backed operations, and strong customer retention — with clear opportunities for operational optimization and strategic scale.

• Maintenance, Repair & Overhaul (MRO)   Providers of essential services to industrial assets, facilities, and fleets. Includes mechanical, electrical, and field-based support with embedded contracts and route density.

• Environmental & Compliance Services   Platforms delivering regulatory-driven services such as waste management, emissions testing, and site remediation. We prioritize businesses with defensible licenses, multi-year contracts, and compliance tailwinds.

• Infrastructure Inspection & Testing   NDT, structural inspection, and quality assurance services for energy, transportation, and utility assets. Focus on businesses with proprietary methodologies and embedded customer relationships.

• Logistics & Field Services   Asset-light and asset-heavy platforms supporting industrial supply chains, including last-mile delivery, field labor, and specialized transport.

• Facility Services & Industrial Outsourcing   Integrated service providers offering janitorial, HVAC, electrical, and outsourced labor solutions to manufacturing and infrastructure clients.

Execution Themes

Our value creation strategy in Industrial Services is built on operational rigor, geographic expansion, and disciplined platform building. Core execution levers include:

• Margin Expansion via Route Optimization & Labor Efficiency   Enhancing utilization, reducing idle time, and implementing performance-based compensation structures.

• Strategic M&A & Market Consolidation   Executing roll-ups in fragmented verticals with clear synergies, regional density, and cross-sell potential.

• Technology Enablement & Process Automation   Deploying field management software, mobile workflows, and data analytics to improve service delivery and margin profile.

• Talent Upgrades & Governance Discipline   Institutionalizing leadership, implementing KPI-driven oversight, and aligning incentives across operations and finance.

• Exit Structuring & Institutional Readiness   Preparing platforms for strategic acquisition or sponsor-backed recapitalization with clean governance, scalable infrastructure, and diligence-ready financials.