

Building Long-Term Value
1
Industrial Services
PREFERRED SECTORS
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Environmental services
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Power generation facility services
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Power and substation services
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Water infrastructure services
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Process facility services
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Rotating machinery maintenance
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Compounding and toll processing

2
Manufacturing
PREFERRED SECTORS
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Extrusion, forming and molding
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Metal and component fabrication
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Industrial engines and generators
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Electric motors
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Components and assemblies
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Motion and process controls
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Sensors and instrumentation
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Specialty chemicals and materials

3
Transport & Logistics
PREFERRED SECTORS
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Industrial warehousing
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Retail distribution
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Ecommerce fulfillment
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Metals and chemicals logistics
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Terminal services
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Rail and intermodal transloading
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Specialized trucking
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Air freight and final mile logistics

1
Platform Acquisitions
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Revenue $20-100M
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EBITDA $5-15M
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EBITDA Margins >10%
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Defensible advantages
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Acquire real estate when available
2
Bolt-On Acquisitions
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Revenue $10M+
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EBITDA $2M+
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Positive EBITDA Margins
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Strategic alignment with platforms
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Acquire real estate when available