Extensive knowledge across the value chain of large, more stable end markets
- Vertical focus on Chemicals & Materials and other Industrial Products and Services
- Horizontal focus on more defensive end markets where numerous opportunities exist for
innovative growth companies - We invest where we have knowledge, while remaining flexible and opportunistic
Chemicals & Materials
- Specialty Chemicals
- Coatings & Finishing Products
- Performance Materials & Composites
Industrial Products & Services
- Engineered Components
- Aftermarket & Accessories
- Value Added Distribution & Services
End Markets
Investment Areas - Examples
Infrastructure
- Construction Chemicals
- Specialty Coatings
- Power & Water Construction Services
- Mission-Critical Structural Components
HVAC & Fire Protection
- Pre-engineered Foam Systems
- Wet / Dry Chemical Systems
- Pollution, Waste, & Environmental Services
- Electromechanical & Hydraulics Equipment
Transportation
- Adhesives & Sealants
- Engineering Thermoplastics
- Transportation Management Services
- Aftermarket Components & Services
Safety & Security
- Advanced Composites
- Bullet Proof Glass & Glazing Materials
- Physical & Cyber Security Products & Services
- Background Checks & Security Clearances
Packaging
- Films & Foams
- Eco-Friendly Materials
- Flexible Packaging & Printed Labels
- Custom Packaging & Warehousing Solutions
Food & Beverage
- Food & Flavor Ingredients
- Animal Nutrition & Feed Additives
- Fluid Controls, Metering, Filtration, & Sensors
- Safety & Security Technology
