Investment focus

Deeply specialized, not broadly diversified.

We focus on a narrow set of product categories within life-science tools, reagents, and laboratory consumables; markets we understand well enough to be a useful long-term partner.

Where we focus

Product categories we know well

01

Reagents

Nucleic acid and genomics reagents, molecular biology enzymes, immunoassay reagents, and custom oligonucleotides.

02

Lab consumables

Purification resins, columns, and consumable kits that labs rebuy on every run.

03

Sample preparation

Protein isolation, purification, and primary-cell products that turn raw biological material into research-ready samples.

04

Specialty lab products

Biospecimens and primary cells for translational and cell-based research; Specialty magnetic beads and polymers.

05

Research tools

Upstream instruments and platform tools that sit next to our reagent and consumables business.

06

Diagnostic reagents and controls

Assay reagents, controls, and calibrators that support molecular and clinical diagnostic testing.

The market opportunity

A large, fragmented market

The broader laboratory products market has been substantially consolidated over the past three decades by large, diversified players. Even so, a meaningful share of the market remains thousands of small, independently owned companies—each highly specialized, and each too small to be a priority for the largest acquirers.

That fragmented tier is where we focus: businesses with real technical differentiation and durable customer relationships, that are often overlooked by larger, more generalized buyers.

What we look for

Guideposts, not a rigid checklist

01

Founder, family, or closely held

02

Approximately $1–10M in revenue

03

Profitable or strong underlying economics

04

Repeat or recurring customer purchases

05

Specialized, technically differentiated products

06

Durable customer relationships and reputation

A thoughtful first step

Think your company might fit?

We are glad to have a confidential conversation even if you are not sure whether you meet every criterion above.

Start a confidential conversation