Specialty Chemicals · Industrials and Industrial Services · Essential B2B Services
Modernization is our thesis.
Most private equity treats modernization as one line item on a long list of improvements.
We built our strategy around it.
We acquire the businesses that keep industry running: specialty chemicals, industrials and industrial services, and essential B2B services. We give them the capital, capabilities, and time to become something greater.
The Strategy
Three words. One thesis. Decades of execution.
We acquire founder-led businesses generating $2.5M–$12M EBITDA in specialty chemicals, industrials and industrial services, and essential B2B services. We move quickly, pay fair prices, and close without drama.
We modernize businesses through financial leadership, digital transformation, AI, and process redesign. Sean built and ran a software company and led a technology consulting division, so this is work we have done from the inside, accountable for results. We work inside the business with management, putting these systems in place ourselves.
We hold. We don’t flip. We partner with management to grow through add-ons, improve margins, and compound enterprise value over years, not quarters. Your legacy stays intact.
Our Edge
Operating experience and an investor’s discipline, in one partnership.
Sean has transformed businesses from the inside: financial leadership, operational redesign, and technology implementation. ERP systems, CRM platforms, AI-driven process automation, deployed by an operator accountable for the P&L. Rocky brings the investor’s discipline that decides where that work pays off. Together we put both inside the companies we acquire. The result is stronger gross margins, a better competitive position, and businesses built to last.
For Business Owners
We understand the founder’s seat.
Most buyers see a transaction. We see what you’ve spent decades building. We understand what it feels like to be on your side of the table. We’ve been there. One of us built and sold a company. The other spent 14 years as a principal investor at a family office, sourcing, diligencing, and closing acquisitions. We know both sides of the table, and we treat both fairly.
Your team stays and what works stays. We build on the foundation you have created.
For Advisors and Intermediaries
A Buyer That Closes. A Partner That Calls Back.
Bring us a fit and you get a real answer fast, terms that hold, and an economic stake we protect like it is our own.
What We Think About
The work that drives our conviction.
Eight pillars covering how we read our sectors, how we underwrite, and how we work with founders after close.
What AI actually changes inside a specialty chemical business
Industrials & Industrial ServicesThe manufacturing technology that actually moves the shop floor
Essential B2B ServicesWhere technology earns its keep in industrial services
Sale ProcessA founder’s guide to selling a manufacturing business
2026 OutlookSpecialty chemicals M&A in 2026
2026 OutlookIndustrials and industrial services M&A in 2026
2026 OutlookEssential B2B services M&A in 2026
Our ThesisWhy we buy founder-led industrial businesses
Ready to explore a partnership?
Whether you’re thinking about succession, a growth partnership, or simply curious, we’d love to have a first conversation.
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