EXPERIENCED OPERATORS INVESTING

IN THE MIDDLE MARKET

INVESTMENT CRITERIA
FUND SIZE TARGET MARKET CHARACTERISTICS
• $800M Fund II (Flagship) • Geography: Global exposure with North • Good business:
• $250M Mobility Opportunity Fund (Fund II American or European HQ •End market growth
overage vehicle investing in EV, • Sectors: B2B Industrials, Manufacturing, & •Historical growth at/above market
lightweighting, autonomous and connected Specialty Distribution
car technologies)
•Market leading player
• Special Thesis Areas: •Strong FCF conversion
• Additional Co-Invest on every deal ($650M+ • Mobility • Operationally underperforming peers
to date)
• Infrastructure / benchmarks
• AUM: $3.03B • Industry 4.0 • Definable Value Creation Plan prior to
DEAL SIZE • Exclusions: close
• Equity Investment: $20M to $350M •>25% exposure to Big Box Retail
• EBITDA: $15M to $100M •Turnarounds
• Revenue: >$75M
• Transaction Size: Up to $500M

PVI Holdings, Inc.

Advanced Manufacturing Worker Safety & Access Bicycle Parts &
Powersports
Buy & Build Solutions Accessories Distribution Flow Control Distributor Aftermarket
Quebec City, QC Andrews, SC Quebec City, QC Baton Rouge, LA Mentor, OH
Revenue: ~$13M Revenue: ~ $150M Revenue: ~CAD Revenue: ~$500M Revenue: ~$325M
Fund(s): Fund II Fund(s): Fund II $170M Fund(s): Fund Fund(s): Fund II Fund(s): Fund II
Acquired: Jan 2023 Acquired: Nov 2022 II Acquired: Sep 2022 Acquired: July 2022 Acquired: Nov 2021

Lightweight Auto Steel Infrastructure

Automotive Exterior Garage Door Technologies & Auto
Precast Concrete Trim Components Manufacturer
Electrification
Manufacturer Oldcastle, ON
Archbold, OH Valley City, OH Denton, TX
Canal Fulton, OH Revenue: ~$750M Revenue: ~$1.2B Revenue: ~$225M
Revenue: ~$250M
Revenue: ~$125M Fund(s): Fund I / Fund(s): Fund I / MOF Fund(s): Fund I
Fund(s): Fund I
Fund(s): Fund II MOF Acquired: Nov 2020 Acquired: Jan 2020
Acquired: Sep 2021
Acquired: Nov 2021 Acquired: Oct 2021

Metal Processing & Metal Springs Precision Metal

Distribution Steel Metal Fabricator
Manufacturer Components
Carol Stream, IL Hartford, WI
Revenue: ~$150M Southfield, MI Elyria, OH
Revenue: ~$300M
Fund(s): Fund I Revenue: ~$110M Revenue: ~$110M
Fund(s): Fund I
Acquired: May 2019 Fund(s): Fund I Fund(s): Fund I
Acquired: Dec 2019
Acquired: April 2019 Acquired: July 2018

For transaction opportunities, please email LEXINGTON, KY (HQ) NEW YORK, NY

DYANA BAURLEY at [email protected] 1500 Aristides Blvd 10 Crosby Street, 4th Floor
Lexington, KY 40511 New York, NY 10013
 EXPERIENCED OPERATORS INVESTING
IN THE MIDDLE MARKET

A D D–O N S T R A T E G Y
Portfolio Capabilities / Completed
Geography Size End Markets Products/ Applications Add-ons
Company Services

Advanced/Tradi Primary Focus: CNC

tional Machining, Precision
Industrial, Aerospace & Focus on high
North $2M-$5M Sheet Metal Fabrication,
Defense, Electronics, complexity, high
EBITDA Additive Manufacturing
America Optics/Photonics, precision prototyping

Europe Robotics, Medical, and low volume

Additive Secondary Focus:
Semiconductor production
Manufacturing Injection Molding,
Flexible Urethane Casting

Strategic brands with

Distribution/Warehousing, Fall Protection preference for a portion of
General Industrial, Equipment, Slip consumable products focus
North >$25M Marine, Power Protection Equipment, and aftermarket exposure,
America sales Generation, Safety Barrier Systems, Businesses befitting from
Transportation/Logistics, Safety Signage, Safe regulation driven driven
Europe purchasing dynamic,
Commercial/Modular Access Systems
Buildings, Aerospace Geographic and product
portfolio expansion

Strategic brands with

Cycling parts, omnichannel presence
North components, and and aftermarket
>$10M Cycling accessories brands and exposure
America sales distributors, and select Distributors with North
Europe bike OEM's American footprint and
owned brands

Solar, Precast concrete Steel fabrication and

Texas, >$5M
Transportation, structures for other vertical
Florida, EBITDA
Utilities, Water infrastructure and integration a plus
Southeast US
energy

Springs, HVAC Manufacturing,

North Building Products- Kitting, Assembly
hardware, Exterior and
America; >$3M Residential and

interior metal
West Coast, EBITDA Industrial; Repair Dealer / distributor or
hardware for both
Southeast a and remodel a plus contractor channel
homes and industrial
plus buildings preferred

Grinding, Slitting,
>$3M Shearing,
Medical and Plasma/Water Jet
North EBITDA / Bar (all types), Sheet,
Aerospace,
America positive Coil Plate Cutting, Ultrasonic
Industrial
FCF Testing, Heat
Treating

For transaction opportunities, please email LEXINGTON, KY (HQ) NEW YORK, NY

1500 Aristides Blvd 10 Crosby Street, 4th Floor
DYANA BAURLEY at [email protected] Lexington, KY 40511 New York, NY 10013