OUR APPROACH
Thesis-Driven.
Disciplined Methodology.
Deep Sector Focus
We focus on the Aerospace & Defense and Industrial Technology & Services industries based on a thesis-driven investment methodology which identifies long-term macro and secular growth trends. We believe our phased approach allows us to expertly investigate, deploy, and execute against these investment theses.
Aerospace & Defense
McNally Capital values the Aerospace & Defense sector due to its mission-critical nature, high barriers to entry, and industry tailwinds with long-term demand drivers. In our experience, these factors create sustained growth opportunities.
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In our view, what differentiates McNally is our access to elite customers in the intelligence community and U.S. government. We believe our proven track record and innovative approach help us achieve our goals of delivering strong value and strategic partnerships in this space.
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Sub-sectors where we see the greatest opportunities include:
Aerospace Platforms & Components
Aerospace Support & Services
National Security Defense Technology
National Security Government Services
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Patriot Group International (“PGI”)
Airforce Turbine System (“ATS”)
Endurion [formerly Quiet Professionals]
Xcelerate Solutions
Orbis
FedData
Altamira – Realized
Genesys Aerosystems – Realized
Industrial Technology & Services
McNally Capital sees strong potential in the Industrial Technology & Services sector due to its mission-critical role in addressing U.S. geopolitical and labor challenges. The industry is at an inflection point where we believe technological innovation can drive significant impact.
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In our view, what differentiates McNally is our strong network and proven success in the lower middle market (LMM) and our ability to institutionalize business operations for scalable growth.
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Sub-sectors where we see the greatest opportunities include:
Industrial Technology & Automation
Industrial & Commercial Services
Industrial Equipment & Manufacturing
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Foundral [original investment: Smith & Oby]
Thryve Automation [formerly Jewett Automation]
Dedicated Computing
Advanced Micro Instruments Inc. – Realized
ITS Logistics – Realized
Re-Sourcing – Realized
Europa – Realized
Investment Criteria
Parameters
$5-30M EBITDA
$15-65M Equity
Majority equity stake
Company Attributes
U.S. / Canada-based
Strong management team willing to stay & invest in the business