About
We invest in essential operating businesses that form the economy's backbone. Our focus: acquiring and compounding value in asset-heavy, cash-generating enterprises that deliver critical goods and services.
Core Asset Classes
- Utilities infrastructure: power generation, water treatment, grid support
- Transportation and logistics: freight rail, port terminals, truck depots
- Industrial manufacturing: metal fabrication, components, capital goods
- Telecom backbone: data centers, fiber networks, relay infrastructure
- Waste management and recycling facilities
- Food supply chain assets
- Maintenance-intensive real assets
- Construction, housing, maintenance, and management
Essential Service Classes
- Municipal and industrial services
- Secure logistics and transport
- Critical facilities maintenance
- Core IT operations support
- Rural and utility-scale contracting
- Healthcare-adjacent operations
- Fleet and equipment lifecycle services
- Business services and administration
- Financial data, analytics, insights, and strategy
Our structure: decentralized. We back proven operators with autonomy while focusing centrally on capital allocation and structural risk mitigation. No hype. No reinvention cycles. Durable businesses solving non-optional problems with repeatable economics.
Contact
Send us a message with your details.