FOCUS AREAS

Essential businesses behind the real economy.

We focus on companies that support infrastructure, electrification, supply chains and industrial performance.

Infrastructure & Electrification

Assets, services and capabilities linked to energy, capacity, networks and the long-term needs of an electrified world.

Companies that help industry source, produce, move, maintain, distribute or improve essential goods and services.

Businesses that can become stronger through better structure, better data, better tools and better execution.

We back solid businesses where discipline, structure and long-term demand can compound over time.