Who We Serve
Industrial technology spans 5 distinct segments and 100+ micro-verticals. Here is how we organize that universe, the work we have done within it, the industry leader conversations we have had, and our perspectives on where it is headed.
Industrial Technology
Semiconductors & Electronics
Aerospace, Defense & Aviation
Energy, Electrical & Environmental
Buildings & Infrastructure
Specialty Industrials
Semiconductors & Electronics
Chip design, advanced packaging, electronic systems, and the capital equipment, materials, and software that make it all possible. Currently, the highest-multiple industry in all of industrials
SECTOR EXPERTISE
We work with semiconductor and electronics companies and their investors across the entire value chain — from wafer manufacturing and foundry through fabless design, RF and power ICs, OSAT, and systems integration — on strategy, transformation, diligence, and AI-enabled tools. Whether we are helping a PE firm assess a target or an operator unlock margin, our work is grounded in hands-on experience at every layer of the stack.
CASE STUDY
Team
Our semiconductor practice brings together operators with hands-on chip experience — not just advisors. The team draws on years inside Qualcomm, Synopsys, GlobalFoundries, Apple, Intel, Applied Materials, Hitachi GST, and Seagate, across engineering, supply chain, and commercial roles. Collectively they have led fab transformations, chip tapeouts, ERP deployments, hardware design programs, and strategic accounts at some of the most complex organizations in the industry.
ADVISOR NETWORK
Deep advisor bench with operating experience across the world's leading semiconductor companies.
Micro-Verticals
Semiconductor
Electronics
Aerospace, Defense & Aviation
Defense platforms, aircraft components, MRO, and aviation infrastructure · Aftermarket economics and program longevity drive enterprise value.
SECTOR EXPERTISE
We work with aerospace, defense, and aviation companies and their investors across the full value chain — from OEMs and tier suppliers through MRO, ground support, and airport infrastructure — on strategy, transformation, diligence, and AI-enabled tools. Our work spans end-to-end carve-out and transformation of aviation infrastructure businesses, aftermarket growth and pricing for defense components players, and airport infrastructure strategy.
CASE STUDY
CASE STUDY
Micro-Verticals
Aerospace & Defense
Aviation
Energy, Electrical & Environmental Infrastructure
Power generation, transmission, critical minerals, and environmental services. The infrastructure backbone of the energy transition
SECTOR EXPERTISE
We work with energy, electrical, and environmental companies and their investors across the value chain, from T&D equipment and power generation through battery technology, critical minerals, and water and waste solutions, on strategy, transformation, diligence, and AI-enabled tools. Our work spans carve-out and standalone transformation of electrical infrastructure businesses, end-to-end performance turnarounds for solar energy players, and commercial and operational diligence for investors navigating the energy transition.
CASE STUDY
CASE STUDY
Micro-Verticals
Electrical
Energy
Metals & Mining
Water & Waste
Buildings & Infrastructure
Building controls, construction, and finished products. Sustainability mandates and infrastructure investment reshaping demand
SECTOR EXPERTISE
We work with building technology, construction, and finished building products companies and their investors on strategy, transformation, diligence, and AI-enabled tools. Our work spans pricing and margin improvement for building products manufacturers, supply chain and footprint rationalization, and growth strategy for companies navigating sustainability mandates and infrastructure investment cycles.
Micro-Verticals
Building Technology
Construction
Finished Building Products
Specialty Industrials
Industrial machinery, materials, distribution, automotive, packaging, and logistics.The broadest and most diverse group in industrials
SECTOR EXPERTISE
We work with specialty industrial companies and their investors across the widest range of sub-sectors in industrials, machinery, materials, distribution, automotive, packaging, and logistics, on strategy, transformation, diligence, and AI-enabled tools. Our work spans end-to-end pricing transformations, SIOP and on-time delivery recovery, sales channel enablement, AI-powered configurator deployments, new market creation through JV formation, and commercial excellence programs across complex multi-BU businesses.
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY
Micro-Verticals
Automotive & Ancillaries
Industrial Diversified
Industrial Machinery
Industrial Materials
Industrial Trading & Distribution
Packaging Solutions
Rental & Leasing Services
Transportation & Logistics
Who We Serve (Old Industries)
Industrial technology spans ~20 distinct segments and 100+ micro-verticals. Here is how we organize that universe, the work we have done within it, the industry leader conversations we have had, and our perspectives on where it is headed.
Industrial Technology
Semiconductors & Electronics
Aerospace, Defense & Aviation
Energy, Electrical & Environmental
Buildings & Infrastructure
Specialty Industrials
Semiconductors & Electronics
Chip design, advanced packaging, electronic systems, and the capital equipment, materials, and software that make it all possible. The highest-multiple industry in all of industrials
SECTOR EXPERTISE
We work with semiconductor and electronics companies and their investors across the entire value chain — from wafer manufacturing and foundry through fabless design, RF and power ICs, OSAT, and systems integration — on strategy, transformation, diligence, and AI-enabled tools. Whether we are helping a PE firm assess a target or an operator unlock margin, our work is grounded in hands-on experience at every layer of the stack.
CASE STUDY
Team
Our semiconductor practice brings together operators with hands-on chip experience — not just advisors. The team draws on years inside Qualcomm, Synopsys, GlobalFoundries, Apple, Intel, Applied Materials, Hitachi GST, and Seagate, across engineering, supply chain, and commercial roles. Collectively they have led fab transformations, chip tapeouts, ERP deployments, hardware design programs, and strategic accounts at some of the most complex organizations in the industry.
ADVISOR NETWORK
Deep advisor bench with operating experience across the world's leading semiconductor companies.
Micro-Verticals
Semiconductor
Electronics
Aerospace, Defense & Aviation
Defense platforms, aircraft components, MRO, and aviation infrastructure · Aftermarket economics and program longevity drive enterprise value.
SECTOR EXPERTISE
We work with aerospace, defense, and aviation companies and their investors across the full value chain — from OEMs and tier suppliers through MRO, ground support, and airport infrastructure — on strategy, transformation, diligence, and AI-enabled tools. Our work spans end-to-end carve-out and transformation of aviation infrastructure businesses, aftermarket growth and pricing for defense components players, and airport infrastructure strategy.
CASE STUDY
CASE STUDY
Micro-Verticals
Semiconductor
Aviation
Energy, Electrical & Environmental Infrastructure
Power generation, transmission, critical minerals, and environmental services · The infrastructure backbone of the energy transition
SECTOR EXPERTISE
We work with energy, electrical, and environmental companies and their investors across the value chain — from T&D equipment and power generation through battery technology, critical minerals, and water and waste solutions — on strategy, transformation, diligence, and AI-enabled tools. Our work spans carve-out and standalone transformation of electrical infrastructure businesses, end-to-end performance turnarounds for solar energy players, and commercial and operational diligence for investors navigating the energy transition.
CASE STUDY
CASE STUDY
Micro-Verticals
Electrical
Energy
Metals & Mining
Water & Waste
Buildings & Infrastructure
Building controls, construction, and finished products · Sustainability mandates and infrastructure investment reshaping demand
SECTOR EXPERTISE
We work with building technology, construction, and finished building products companies and their investors — on strategy, transformation, diligence, and AI-enabled tools. Our work spans pricing and margin improvement for building products manufacturers, supply chain and footprint rationalization, and growth strategy for companies navigating sustainability mandates and infrastructure investment cycles.
Micro-Verticals
Building Technology
Construction
Finished Building Products
Water & Waste
Specialty Industrials
Industrial machinery, materials, distribution, automotive, packaging, and logistics · The broadest and most diverse group in industrials
SECTOR EXPERTISE
We work with specialty industrial companies and their investors across the widest range of sub-sectors in industrials — machinery, materials, distribution, automotive, packaging, and logistics — on strategy, transformation, diligence, and AI-enabled tools. Our work spans end-to-end pricing transformations, SIOP and on-time delivery recovery, sales channel enablement, AI-powered configurator deployments, new market creation through JV formation, and commercial excellence programs across complex multi-BU businesses.
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY