Portfolio

Atlas Components

Sector: Manufacturing

Precision components platform. Value‑creation plan: automation, pricing analytics, vendor consolidation, and add‑on M&A.

• +350 bps gross‑margin expansion
• Two accretive add‑ons closed
• On‑time delivery improved to 97%

Harbor Distribution

Sector: Distribution

Technical distributor with field service. Digital enablement, route‑density optimization, and private‑label expansion.

• +18% ecommerce conversion
• Private‑label mix to 22%
• Route cost per stop −11%

Eastside Logistics Park

Sector: Real Estate

Value‑add industrial asset with lease‑up and capex program focused on dock door expansion and energy‑efficient retrofits.

• NOI +24% YoY
• Weighted average lease term 7.2 years
• Stabilized ahead of schedule