Investments
Current Portfolio
Alloy Wheel Repair Specialists
AWRS is the leading provider of aluminum alloy wheel repair and remanufacturing services, operating through 12 company-owned markets and 85 franchise locations.
Industry Sub-Sector
Auto Aftermarket
Investment Date
June 2023
Essential Cabinetry Group
Headquartered in Simpsonville, South Carolina, Essential Cabinetry Group manufactures custom, semi-custom, and stock-plus cabinetry sold through a growing network of over 650 kitchen and bath dealers across the United States.
Industry Sub-Sector
Building Products
Investment Date
December 2021
NPX One
NPX One is a leading provider of fresh protein packaging solutions. The Company serves food processors, distributors, and supermarkets who seek high-quality, innovative solutions with exceptional service. Operating out of two SQF certified manufacturing facilities in Reading, PA and Indianapolis, IN, the Company's packaging solutions deliver critical food safety properties, maximizing shelf life of perishable, high-value fresh protein.
Industry Sub-Sector
Food Packaging
Investment Date
April 2024
Investment Criteria
Revenue
$50 to $250 million
Geography
North America
Ideal Characteristics
Underperforming, difficult industry, management transition, or corporate carve-outs
Industrial Focus
Manufacturing
Distribution/Transportation/Logistics
Building Products
Industrial Services
Paper/Packaging
Auto/Truck
Investments Prior to Breck
Dunn Paper
Industry Sub-Sector
Paper Manufacturing
Specialty paper and tissue manufacturer serving the lightweight food packaging, hygiene, and consumer markets
Industrial Container Services
Industry Sub-Sector
Rigid Packaging
Multi-region reconditioner and distributor of 55-gallon steel drums and other industrial, rigid packaging solutions
Nekoosa Coated Products
Industry Sub-Sector
Specialty Film Processing
Coater and converter of paper and film used in the printing and graphics markets
S&N Communications
Industry Sub-Sector
Industrial Services
Outsourced provider of telecom and CATV installation services serving network operators
Sunrise Oilfield Supply
Industry Sub-Sector
Value-Add Distribution
Leading store-based supplier of oilfield pipe, equipment and supplies used in the state of Kansas