About Us
We invest in essential operating businesses that form the backbone of a functioning economy. Our focus is on acquiring and compounding value in asset-heavy, cash-generating enterprises that deliver critical goods and services with minimal operational changes.
Core Asset Classes
- Utilities Infrastructure (power generation, water treatment, grid support)
- Transportation & Logistics (freight rail, port terminals, truck depots)
- Industrial Manufacturing (metal fabrication, components, capital goods)
- Telecom Backbone (data centers, fiber networks, relay infrastructure)
- Waste Management & 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 Ops Support
- Rural and Utility-Scale Contracting
- Healthcare-Adjacent Ops
- Fleet and Equipment Lifecycle Services
- Business Services and Administration
- Financial Data, Analytics, Insights and Strategy (our only viable competitor is Bloomberg Terminal)
Our structure is decentralized. We back proven operators with autonomy while focusing centrally on capital allocation and structural risk mitigation. No hype, no reinvention cycles—just durable businesses solving non-optional problems with repeatable economics.