Six sectors, covered on both sides.
The Firm covers the sectors below on both sides of the market: the companies and owners operating in them, and the capital forming around them. Coverage is deliberately finite. Depth in six is worth more than presence in twenty.
Digital Infrastructure & Data Centers
Hyperscale and colocation platforms, edge facilities, fiber, and the powered land, interconnection, and PPA positions that underwrite them. The Firm reads power availability, utilization, and contract quality the way operators and their financing counterparties do. Sustained capital formation and a widening gap between owners and operators keep this sector in continuous negotiated activity.
Energy & Project Finance
Generation, transition assets, and the project structures behind them. The Firm is fluent in sponsor economics, offtake quality, and debt sizing, and covers developers alongside the institutions that finance them. Long-dated assets and generational ownership make transition and structured capital recurrent here.
Technology
Software and technology-enabled businesses with durable, recurring revenue. Coverage spans founder-owned companies through sponsor-backed platforms and their add-on programs. Durable recurring revenue and a deep base of founder ownership keep sponsors in constant pursuit of proprietary entry.
Healthcare
Providers, services, and the businesses that support them. The Firm covers founder- and physician-owned companies and the consolidators and investors active around them. Fragmented, founder- and physician-owned provider bases and steady consolidation keep capital and owners in continuous motion.
Industrials
Manufacturing, distribution, and industrial services. Coverage includes founder- and family-owned companies approaching transition and the strategic and financial acquirers that seek them. A generation of founder- and family-owned manufacturers approaching transition meets sustained strategic and financial demand.
Business & Financial Services
Recurring-revenue services businesses and specialty financial platforms. The Firm covers the companies and the credit and equity capital forming around them. Recurring-revenue models and active consolidation keep credit and equity capital forming continuously around the sector.
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