Focusing On Investments In The Industrial Sector Where The Partners’ Knowledge and Experience Add Value

Providing investment and operational expertise in partnership with management to create value in portfolio businesses and superior returns for investors

Beckner Clevy Partners makes control investments in small to mid-market industrial businesses. The targeted businesses must operate in markets that afford the opportunity for substantial revenue and earnings growth. Target sectors are durable goods manufacturing, capital goods service, and industrial distribution.

Operational Approach

  • Once a target company is identified, the Partners employ a disciplined, rigorous analysis to identify key business drivers, areas for improvement and opportunities for growth.
  • The Partners will personally meet with employees, customers, suppliers, lenders and competitors to develop an accurate and up-to-date 360-degree view of the business.
  • The Partners, working with management, develop detailed three-year operating plans with clear objectives, key result areas, and milestones for each investment. These plans are developed involving three layers of management and are deployed throughout the organization. The operating plans become the measure of success and the basis for compensation and promotion within the business.
  • The Partners employ metrics that allow the Partners, Management and Investors to track execution of the plans and results on a real-time basis. Typically, the metrics will address working capital, customer service and progress toward profit objectives and strategic goals.
  • The Partners and Management will drive improvement in productivity, customer lead times and working capital utilizing continuous improvement processes, including Lean Production, and an intense focus on execution.