SPECIALTY FOCUS
We leverage distinct investment themes to target opportunities within select segments of the Business Services and Industrials sectors​
Targeted & High-Impact Marketing
Solutions involving precision digital advertising, large-format graphics, local media, or immersive experiences that utilize data analytics, creative execution, and/or measurable ROI to help brands reach the right audiences.
Sectors Covered
Areas of Interest
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Business Services
Digital Marketing​
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Performance Marketing
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Social Media & Influencer
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SEO & Content
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Email & CRM
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Data & Analytics-Driven
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E-commerce Enablement
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Large-Format
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Environmental
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Event & Tradeshows
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Fleet & Vehicle Wrap
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Retail & Point-of-Purchase Displays
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Outdoor Advertising & Billboards
Local Media
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Transit Advertising
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Hyperlocal Print & Digital Publishers
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Targeted Direct Mail
Experiential
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Live Brand Activations
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Event Production
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Retail & In-Store Experiences
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Rationale for Interest
We believe marketing services businesses focused on digital advertising, large-format graphics, local media, or immersive experiences represent compelling investment opportunities due to:
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Highly fragmented markets with regional providers, creating opportunities for consolidation, operational improvements, and cross-selling
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Secular tailwinds from digital adoption, growth in experiential/out-of-home campaigns and importance of hyper-local brand visibility
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Resilient, recurring demand as businesses increasingly prioritize client acquisition and brand awareness across physical/digital touchpoints
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Attractive unit economics due to recurring customers, high-margin creative/production services, and asset-light operating models