We acquire one great business — and build it.
We move in and operate with the same discipline we ran inside Fortune 500 operations. We are operators, not financial engineers. AI automation is a value-creation lever, not a buzzword — and we commit to one company, not a roll-up.
One company. Operated by hand. Built for the long term.
One company at a time
Not a roll-up. We buy a single great industrial or manufacturing business ($1M–$10M+ revenue) and commit to it — the people, the customers, the name you built.
We operate, hands-on
We move in and run it — weekly diagnostics, future-state design, real operating cadence — the way we ran "special ops" inside the Fortune 500, not from a boardroom.
AI that raises what your company is worth
Companies that embed AI in what they sell trade at roughly 130% higher revenue multiples than those that don't. We build that into the business — not as a buzzword, but in the product, the operations, and the back office, where it compounds.
Two operators who've actually fixed P&Ls.
James Penz — operator, ex-Bain, applied-AI builder. Thu Ra — supply-chain operator who scaled a manufacturer from $80M to $160M (Yale SOM, ex-Bain). As an embedded two-person team we generated $20M in savings at a manufacturer — so impactful the CEO kept us on for six months.
Two ways this can go.
Sell and step back
A clean transition to operators who will steward the business and the team you built.
Partner and grow
Stay involved while we bring capital, operating discipline, and AI to the next chapter.
What we are
- + Operators who will move in and run it.
- + Long-term stewards of the team and the name.
- + Fortune-500 discipline brought to a great small company.
What we're not
- − A roll-up flipping businesses for multiple arbitrage.
- − Financial engineers loading on debt.
- − A broker — you'd talk to the people who'd run it.