Industries

Essential Service Trades Businesses

What we invest in.

Our investment strategy centers on essential infrastructure businesses that provide mission-critical services, demonstrating resilience through economic cycles while remaining highly resistant to AI-driven disruption

HVAC

Heating, ventilation, and air conditioning remains one of the most resilient essential service industries, driven by recurring maintenance, equipment replacement, and growing demand across residential and commercial markets. We seek established HVAC businesses with strong customer relationships, recurring revenue, and opportunities for operational growth and geographic expansion.

Plumbing

Plumbing is an essential, recession-resistant service characterized by recurring maintenance, repair, and replacement demand. We focus on established plumbing companies with experienced management, loyal customer bases, and scalable operations that can support sustainable long-term growth.

Electrical

Electrical contractors play a critical role in supporting the infrastructure that powers residential, commercial, and industrial markets. As electrification accelerates and the rapid expansion of AI-driven data centers increases demand for power generation, grid modernization, and electrical capacity, we believe the sector is well positioned for sustained long-term growth. We seek established electrical businesses with strong technical capabilities, recurring service revenue, and opportunities to scale alongside these long-term market trends.

Investing in the back bone of America

We focus on essential service industries that are recession-resistant, driven by recurring demand, and difficult to automate, making them well positioned for long-term growth in the age of artificial intelligence.