In the Specialty Industrials vertical we gravitate to businesses in subsectors which are experiencing secular growth trends driven by manufacturing outsourcing, Just in Time solutions designed to minimize working capital requirements, conversion to new materials and focus on service which turnaround times become key competitive differentiators. In conjunction with Operating Partners Harley Kaplan and Dave Williams and our management partners, we seek to identify well-positioned companies with capital efficient, cash generative business models, typically enjoying above average margins, which can be transformed, in partnership with strong management teams, into clear industry leaders through accretive add-on acquisitions, product-line enhancement and geographical expansions.
Example Investments:
