Strategy - Industry Segments We Focus On

We focus on operators providing essential, compliance driven maintenance for Class 6–8 trucks: brakes, suspensions, DOT inspections, trailer repairs, & safety checks. These mandated services drive recurring, resilient demand and are delivered by a fragmented base of independent shops—creating opportunities for consolidation, targeted upgrades, and scalable growth.

Our strategy targets businesses offering retreading, replacement, and emergency tire services for heavy-duty trucks. Retreading delivers 40–60% cost savings and is adopted by ~90% of large fleets, making it a critical, non-discretionary service. With rising tire costs, higher EV load wear, and a fragmented operator base, this segment offers strong potential for growth and integration.

We invest in companies that customize and service vocational vehicles—utility trucks, dump trucks, delivery fleets, and municipal units—through equipment installation and aftermarket repair. These businesses benefit from high switching costs, strong customer relationships, and infrastructure-driven demand, while servicing installed equipment delivers predictable, recurring revenue.

We invest in companies that customize and service vocational vehicles—utility trucks, dump trucks, delivery fleets, and municipal units—through equipment installation and aftermarket repair. These businesses benefit from high switching costs, strong customer relationships, and infrastructure-driven demand, while servicing installed equipment delivers predictable, recurring revenue.

We create value side-by-side with owners and management teams:

  • Preserve legacy and employee culture

  • Invest in people, equipment, and facilities

  • Support operating companies with scalable systems and shared best practices

  • Add new services and geographic locations through M&A

  • Maintain safety, compliance, and technician training