industrial MANUFACTURING, consumer, healthcare

Lower Middle Market:

• North American Focus

• Control Investments

Size Parameters:

• Platforms: $3-15 million EBITDA

• Add-ons: EBITDA of any size

Industry Focus:

• Industrial Manufacturing: Complex Engineered Machining, Factory Automation, Aerospace & Defense Custom Components, Industrial Engineered Components, E-Mobility Infrastructure, LED Lighting Systems, Optics, Water Filtration, Commercial Vehicles, Electrical Controls, Electronics, Wire and Cable, Packaging/Material Handling

• Consumer: Food & Beverage Processing, Food & Beverage Equipment, Ag Technology, Ag Equipment, Contract Manufacturing

• Healthcare: Medical Devices

Businesses in Transition:

• Entrepreneur and Family-Led Businesses: growth oriented, succession issues, shareholders seeking partial or full liquidity. Defensible market position and identifiable growth levers, strategically well-positioned but under-resourced with the potential for value creation

• Corporate Carve-outs: non-core business, under-invested, under-managed

SAMPLE OF CURRENT / prior PORTFOLIO COMPANIES

Provider of custom, engineered components and assemblies, as well as supply chain management, going into critical applications across medical, aerospace & defense, industrial, electronics and lighting end-markets. Manufacturer of fresh, oven-ready, value-added entrees and appetizers. Producer of fresh and frozen breads, buns, flatbreads, donuts and other bakery products. Contract manufacturers of frozen foods. Manufacturer of automotive lighting components servicing global Tier 1 and OEM customers. Contract manufacturer of Rx and OTC life science-based products. High-tech contract manufacturing of printed circuit board assemblies and box builds. Manufacturer of outdoor lifestyle/recreational products.