Custom formulations, coatings, adhesives, and specialty chemical products. Proprietary formulation IP creates a genuine moat. Small-batch niche limits competition.
Custom formulations, coatings, adhesives, and specialty chemical products. Proprietary formulation IP creates a genuine moat. Small-batch niche limits competition.
We focus on manufacturers making repeat-order, consumable, or mission-critical products where the customer relationship is measured in years and the cost of switching far exceeds the cost of staying.
The best specialty manufacturers are hidden champions — they dominate a niche, serve a loyal customer base, and generate predictable repeat orders. We look for businesses embedded in their customers' supply chains, where decades of expertise and relationships create real competitive advantage. Our goal is to invest behind that expertise, supporting growth into adjacent product lines and new markets.
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