We Modernize US Manufacturing in Industrial, Aerospace & Defense
Manufacturing M&A | Supply Chain Consulting
We Modernize US Manufacturing in Industrial, Aerospace & Defense
Manufacturing M&A | Supply Chain Consulting
What we do
We Invest & Acquire
We are on a mission to modernize US manufacturing. As a boutique firm focused on manufacturing M&A and supply chain consulting, we invest in lower-middle market US industrial companies and accelerate their growth with our process, technology and commercialization expertise.
Jeevan Mulgund
Global Operations and Supply Chain Executive experienced in leading business transformations across diverse industries. His
strategic leadership has a proven track record in building organizations and high-performance teams, leveraging technology and operational excellence to achieve significant financial improvements and sustainable growth.
Sumit Mehrotra
Seasoned executive in industrial, aerospace, and defense manufacturing, adept at acquiring, integrating, and revitalizing global
businesses. Proven ability to manage full P&Ls, build functions, technology and successfully acquire and operate global assets valued over$900M in investments.
Opportunity
Our thesis
The US industrial supply chain is capacity constrained domestically and is lengthy, complex and risky due to reliance on non-US suppliers. US legacy supply chain is dominated by small players who face generational succession challenges and lack the investment capacity or skills to scale.
Our Approach
Through strategic investments and expertise in technology, process optimization, and
commercialization, we transform these mission-critical lower-middle market companies into scalable, localized manufacturing ecosystems, resulting in significant value creation.
Our value creation focus
EBITDA Growth
We specialize in strategic organizational design, aligning structure and talent with business objectives to create value.
EBITDA Multiple Expansion
We work alongside management to implement top-tier commercial and operational processes and technology, accelerating growth & EBITDA expansion.
Investment criteria
Target Companies
Target End Markets
Target End Markets
Lower middle market industrial
companies aspiring rapid growth and
profit expansion to deliver substantial
investor returns quickly.
Target End Markets
Target End Markets
Target End Markets
Aerospace & Defense
Light Industrial & Energy
Electric Vehicles
Medical Devices
Financials
Target End Markets
Business Attributes
Revenue: $5 million - $20 million
EBITDA Margin: 20%+
Free Cash Flow: $1 million +
Business Attributes
Business Attributes
Business Attributes
Mission critical manufacturing
Aftermarket content
Value added services content
Fragmented market
Low asset intensity
Scalable business model
Strong operational team
Low operational tech/process maturity
Target Operations
Business Attributes
Target Operations
Light Industrial Manufacturing
Maintenance Repair & Overhaul
Value Added Distribution or Service
Electronics Manufacturing & Assembly
Precision Machining & Assembly
Sheet Metal and Fabrication
3-D Printing & Additive Manufacturing
Geography
Business Attributes
Target Operations
United States
People
We align organizational design, talent and compensation with business mandates and deal thesis to drive value alignment.
Projects
We partner with management teams to flawlessly execute organic & inorganic value creation projects utilizing best-in-class program management expertise.