Our Portfolio
A Portfolio Built for Long-Term Value
Our companies generate revenues ranging from $45 million to $125 million and represent enterprise values that reflect our conservative underwriting and operational discipline. Several portfolio companies have been with us since 2006, reinforcing our belief in patient capital and long-term compounding.
AFCO Industries, Inc.
Alexandria, Louisiana
Founded in 1946. Vertically integrated manufacturer of aluminum, fiberglass, vinyl, and composite building products, including columns, railings, and millwork doors. Also provides contract manufacturing and CNC fabrication services.
Building Products
Boccella Precast
Berlin, New Jersey
Structural precast concrete manufacturer serving high-density construction markets in the New York, New Jersey, and New England corridor. Specializes in hollow-core plank and structural components.
Precast Concrete
Dedoes Industries
Walled Lake, Michigan
North American leader in the design and manufacturing of equipment supporting the automotive refinish market. Products are used to mix, shake, proportion, formulate, cure, and store paint.
Automotive Equipment
NewFound Rentals
United States
Industry leader providing affordable financing options for backyard storage. Partners with the best storage building retailers and manufacturers in the country to provide quality storage solutions.
Consumer Finance
GMI Group
Humble, Texas
Leading supplier of API fittings and flanges to the upstream oil and gas industry. Combined with Maass Global Group in 2024 to create a global leader in specialty forged products and high-alloy flanges.
Oil & Gas
Mayco Industries
Birmingham, Alabama
Largest, most diversified manufacturer of lead-based products in the United States. Operates manufacturing plants and distribution centers across all U.S. regions with casting, rolling, machining, and extruding capabilities.
Specialty Manufacturing
Metaltec Steel Abrasives
Canton, Michigan
Founded in 1981. Leading manufacturer of mission-critical, consumable steel abrasive materials in North America. Products used for surface preparation, blast cleaning, surface profiling, and shot peening.
Steel Abrasives
NAPCO Precast
San Antonio, Texas
Leading Texas-based manufacturer of precast concrete products serving infrastructure and commercial markets. Projects include the Dallas Cowboys Practice Stadium, Aldrich 51 Parking Structure, and the Gathering Place Tunnel.
Precast Concrete
Stainless Foundry & Engineering
Milwaukee, Wisconsin
Founded in 1946. Specializes in stainless steel and high-alloy investment and sand casting. First U.S. foundry certified to the Pressure Equipment Directive. Serves chemical, nuclear, pharmaceutical, and military markets.
Specialty Casting
Uvalco Supply
Exited
Agricultural and ranch supply distributor serving customers across rural Texas and the Southwest.
Realized
Syneo
Exited
Specialty manufacturing and engineered solutions provider serving industrial markets.
Realized
KBK Industries
Exited
Carbon steel, stainless steel, and fiberglass tank manufacturer. Acquired in 2006, KBK became one of Ashland’s highest-returning and fastest-scaling investments under transformational leadership.
Realized