Investment Focus
We focus on, and consider investing in, businesses that share three vital characteristics:
Essential Technologies and Services
Businesses that provide technologies and services that are mission critical to the end user and enhance customer processes and efficiencies.
Aftermarket Opportunities
Identifying products and companies that can release profitable, long-term and recurring revenue from spare parts and service.
Global Market Development Potential
Businesses that have international exposure and the potential to develop their operations on a global basis.
The core sectors
The core sectors in which we invest are those where our team’s knowledge has been built up through managing businesses and from transactional experience.
Power
Including renewables (wind, solar, marine, hydro), nuclear, and conventional (thermal, geothermal, concentrated solar). ClydeUnion Pumps, Clyde Bergemann Power Group, David Brown Gear Systems and David Brown Hydraulics all service this sector.
Oil & Gas
Including upstream (extraction & transportation) and downstream (refinery, storage, distribution, LNG). ClydeUnion Pumps, Clyde Bergemann Power Group and David Brown Gear Systems service the Oil & Gas sector.
Metals & Minerals
Including aluminium, copper, coal, potash, iron ore and precious metals. David Brown Gear Systems, David Brown Hydraulics and ClydeUnion Pumps have significant engineering expertise in this core sector.
Petro-chemicals
Including polymers, extrusion and rubbers. Maag Group, David Brown Gear Systems, David Brown Hydraulics and Clyde Bergemann Power Group provide market-led solutions for this sector.
Water
Including desalination and other industrial sectors. Both ClydeUnion Pumps and David Brown Hydraulics provide key products for the water sector.
