The physical infrastructure behind AI, cloud computing, and high-performance computing is creating demand for specialized companies across power, cooling, controls, commissioning, and facility services.

Engineering firms can create value through specialized technical expertise, difficult-to-recruit talent, long-standing customer relationships, and capabilities that may take years for a buyer to build internally.

We follow manufacturers where engineering capability, specialized processes, certifications, customer approvals, automation, and difficult-to-replicate production expertise can create strategic value beyond the financial statements.

Industrial facilities depend on companies that maintain equipment, support critical systems, provide technical field services, and supply specialized products and components. Recurring demand, skilled technicians, customer relationships, and geographic density can make these businesses especially attractive to buyers.

Testing, inspection, calibration, safety, certification, compliance, and monitoring services play an essential role throughout the industrial economy.

These businesses can benefit from recurring requirements, technical expertise, regulation, and customer needs that are often difficult to postpone.

We selectively follow recurring-revenue technology businesses where software, cybersecurity, data, or managed services create a meaningful and defensible customer relationship. Our focus includes MSPs, industrial technology, vertical software, and technology-enabled services where recurring revenue and specialized capabilities support transferability.