Confidential • Operator-led • Execution-focused

Selected Portfolio

Illustrative examples of our investment approach. Certain details may be generalized to protect confidentiality.

Industrial Services Platform
Buy-and-build • Operations
Industrial Services Platform
Add-on acquisitions
Operational improvements
Process + KPI discipline
Real Assets Roll-Up
Real assets • Durable demand
Real Assets Roll-Up
Basis discipline
Scale advantages
Downside protection focus
Structured Capital Opportunity
Senior-secured • Structured risk
Structured Capital Opportunity
Tailored covenants
Capital preservation
Clear path to exit