Our Theme-Based Investment Approach

Our approach focuses on proactively originating transactions in industry segments where growth-driving macro-trends intersect both our core investment criteria and potential investment catalysts that may drive superior performance.


Industry Theme Approach

Industry Theme Approach

Current Themes of Interest



  • Water systems
  • Energy build-out & maintenance
  • Transportation & social

Recycling / Environmental

  • Waste-to-Energy
  • Industrial materials scrap recycling
  • Environmental services

Aerospace & Defense

  • Mission critical components
  • Homeland security
  • Aftermarket services

Niche / Precision Manufacturing

  • Small, or micro precision machining
  • Medical device components
  • Large scale forging, casting, or welding


  • Yield enhancing products & services
  • Food quality & nutrition improvement
  • Niche equipment

Value Added Distribution

  • Durable Medical Equipment
  • Mission Critical Replacement Components and Parts