Sectors
We look for profitable, asset-backed businesses where we can deploy capital and operational expertise to drive growth and long-term value creation. We target companies with strong cash generation, defensible market positions and management teams who want a genuine operating partner.
Energy
We invest in specialist equipment, infrastructure and mission-critical support services across the evolving energy value chain.
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Our focus includes: oilfield services supporting reliability, safety and efficiency; LNG equipment, services and transport; offshore wind installation, maintenance and logistics; battery technology and grid-support equipment; hydrogen production and system infrastructure; and carbon capture, transport and storage. In every case, we target critical components of larger systems.
Industrial Services
We back companies providing essential services, equipment and supply-chain support to industrial end-markets.
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Our focus includes: testing, inspection and certification; specialised manufacturing; industrial services and asset-integrity management; niche logistics and engineered solutions; and asset-backed service models with recurring revenues.
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We are drawn to businesses with operational rigour, technical capability and strong customer relationships - qualities that drive durable performance across cycles.
Transport & Logistics
We have deep experience in the movement of goods and equipment across complex global supply chains. Our focus includes specialist container leasing and logistics; offshore and marine logistics; supply-chain infrastructure serving energy and industrial end-markets; and transport models with asset-backed, recurring revenue characteristics.
Chemical Production
We have an interest in niche, speciality chemicals manufacturing businesses with defensible market positions and asset-backed characteristics.
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What We Look For
We partner with businesses that have:
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Strong and defensible market positions
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Predictable cash flows and high asset quality
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Technical differentiation or deep customer integration
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Long-term demand drivers tied to energy, industrial and logistics systems
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Management teams that value a thoughtful, entrepreneurial partner
Energy
We invest in specialist equipment and mission-critical support services across the evolving energy value chain, including offshore wind, batteries, hydrogen, LNG, and carbon dioxide capture, storage and utilisation, together with energy-focused oilfield services that enable secure and efficient supply.
Transport & Logistics
Container leasing, storage, terminals and transportation services, including marine, truck, and rail.
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Chemical Production
A focus on niche, speciality chemicals manufacturing.