WE FOCUS ON THE "SMARTS" OF THE INDUSTRIAL PROCESS
We are exclusively focused on Industrial Technologies – the ‘smarts’ of an industrial process. Companies in this target sector provide products and services that are utilized in technical, application specific industrial environments. Often these segments are highly fragmented with many promising companies providing niche application offerings, but are often horizontal in that they address a wide range of end markets. These products and services cost only thousands of dollars but are protecting processes valued in the millions by ensuring test & measurement accuracy, human safety, environmental safety, or regulatory compliance.
Revenue durability is a key foundation to our strategy. Our investments will typically have decades of operating history through volatile business cycles and will benefit from both deep application knowledge and a strong group of long term employees. The protected niches of application-specific industrial technology markets which often include a solid base of recurring spares, repairs, and consumables revenue deliver this top line stability and mute the impact of economic swings.
Revenue durability is a key foundation to our strategy. Our investments will typically have decades of operating history through volatile business cycles and will benefit from both deep application knowledge and a strong group of long term employees. The protected niches of application-specific industrial technology markets which often include a solid base of recurring spares, repairs, and consumables revenue deliver this top line stability and mute the impact of economic swings.
