INVESTMENT FOCUS
ENVIRONMENTAL & INDUSTRIAL SERVICES
We seek to invest in lower-middle-market industrial businesses. Due to extensive transaction experience and broad sector relationships, we focus primarily on the Environmental Services and Industrial Services sectors. We find these sectors to be exceptionally compelling areas for investment due to favourable factors that drive consistency of demand, long term stability, and strong growth potential. These factors include:
Essential Services
Essential services required by diverse end customers on a consistent, re-occurring, or non-deferrable basis in order to maintain operations
Regulatory Support
Regulatory support that drives stable demand as services are required to remain compliant with environmental and safety regulations
Increased Corporate Focus
Increased corporate focus on environmental sustainability initiatives, resource conservation, and waste reduction
Growing Regulation
Growing regulation related to the handling of contaminants and the continual identification of hazardous substances that must be remediated
Significant Fragmentation
Significant fragmentation, with a large number of small local or regional players that represent an attractive opportunity for consolidation
ADDITIONAL AREAS OF INTEREST
Infrastructure and Utility Maintenance
Logistics and Value-Added Distribution
Niche and Specialty Manufacturing
Business
Services
