industrial and industrial technology investing

OUR MODEL

3-PART STRATEGY TO GENERATE ALPHA RETURNS

Focus on mid and small cap industrial and industrial technology sector in North America and Europe

  • Stable growth outlook, especially with push to “re-shore” to the US
  • Attractive industry structure
  • Large # of companies with reasonable valuations
  • …and recurring need for world-class management expertise

Engaged Investor & Operator Model (EIOM)

  • Unique model – combines capital + IP / expertise (industry & functional)
  • Team has led successful industrial-tech transformations in prior roles

  • Extensive rolodex – relationship with industrial-tech executives
  • Top-tier advisors – C-suite / board-level executives of key institutions
industrial and industrial technology investing

Structure that ensures flexibility to deploy range of investment models

  • Tailor engagement with partners based on their needs + lifecycle stage; also ensures proprietary deal flow
  • Play lead investor role or drive alpha in other investors’ deal
  • Offer flexiblity with time horizons
  • Potential for multiple profit streams -> all-weather business

UNIQUE STRUCTURE ENABLES US TO COMBINE THE BEST ELEMENTS OF OTHER MODELS...

Competitive Advantage Versus Other Types Of Managers

VERSUS PROFESSIONAL SERVICES

Integrate all necessary clements tocreate impact – Capital + transformational IP – Technology – Domain expertise – Ability to be operators for a period of time Address mid- and small-cap segment who can’t pay cash fees for top-tier consulting services

VERSUS TRADITIONAL PE

Interactions with more companies – Can stay engaged with targets across their lifecycle – Tailor offering to their needs at the time (e.g.,capital for transformation, minimal/minority capital, large capital, salc/carve out) More deals per company(capital for transformation, outsourcing,minority/majority deals, carve outs) Better, proprietary deal flow based on longer history and relationship with targets. – Possibility of entering and lower valuations / in advance of a process. – Higher likelihood of closure.