Calvert Street
Industry Focus

Over our 25 year history, our equity investment professionals have developed deep experience and a strong commitment to investing across the following sectors:

 

Industrial Services – Prevailing outsourcing trends within the industrial services industry present an attractive investment opportunity. This highly fragmented market is comprised of a diverse range of niche service providers serving attractive customers and end markets. Supported by a resurgence in North American industrial activity, these dynamics create significant opportunity to build and grow specialized and differentiated service providers designed to tackle customers’ increasingly complex operational and strategic challenges.

Specialty Manufacturing – Thousands of vibrant, growing manufacturers exist across North America, providing highly specialized products and related services to attractive industrial market segments. As a result of the dynamic US industrial base, ever-changing technological landscape, and strong reshoring trends, many of these specialty manufacturers are enjoying renewed opportunities for long-term expansion and profitable growth.

Tech-enabled Industrial & Business Services – Technology is disrupting a variety of industries and creating opportunities for many companies.  These opportunities involve enhancing existing revenue streams or creating new ones by using SaaS business models, mobile technology, data or predictive analytics or cloud based technology.  As a result of these dynamics, many industrial and business to business (B2B) service providers have significant opportunities to drive growth and lead transformation in their respective industry.

 

Calvert Street will also evaluate investment opportunities outside of the industries described above. Please contact a member of our team to discuss further.