Thematic Investing
Enabling Energy Transition and Industrial Decarbonization
We believe the global energy and industrial sectors are in the early stages of a decades-long transformation necessary to meet the challenges presented by increasing demand and aging infrastructure. There are no overnight solutions. Incremental progress enabled by proven, profitable products and services present unique, long-term opportunities for entrepreneurs and experienced investors.
Sector Focus
We focus on the value chain of sectors where our experience and network add value in unique ways.
Energy & power
Products and services for renewable generation, utility modernization, and critical materials for electrification
Waste & Environmental
Services
Products and services that mitigate waste and commercial & industrial impact
Critical Infrastructure
Products and services for modernization of critical infrastructure
Bespoke investment structures
Empowering Tangible Businesses
We invest in businesses underpinned by a combination of hard assets, contracts or cash flow with an inherent degree of stability and resiliency.
We structure investments to address the unique needs and attributes of a given business and situation. Our investments range from minority to change of control, and include both preferred and common equity. Regardless of structure or amount of capital deployed, we dedicate the same resources and attention to every company in which we invest.
Investment Criteria
We partner with proven entrepreneurs and family businesses seeking value-added partnership to accelerate growth.
Geography
North America
Business Attributes
One or more of i) hard assets, ii) contractual customer relationships, and iii) history of earnings / cash flow
Competitive Advantage
Leading market position supported by differentiated value proposition
Business Stage
Early Growth, Growth, and Mature businesses
Ownership
Primary focus on founder and family-owned businesses led by strong management with proven track records
Investment Types
Non-Control and Change of Control situations