Penn
Hill
Capital
Navigating The
Future Before
It Arrives
Navigating the Future
For You
Penn Hill Capital was founded to help best-in-class management teams grow their businesses while navigating global supply chain dynamics, accelerating technological demands, and increasing environmental accountability.
Formed with the intention of capitalizing on the major macroeconomic themes of increasing globalization, accelerating technological development, and a growing focus on decarbonization, Penn Hill Capital is well-positioned to pursue opportunities in the industrial, energy transition, and technology-enabled services sectors.
BACKGROUND
Recognizing their experience would be valuable to help companies grow, Jesse Yanocha and Preston Hayes formed Penn Hill Capital as an accelerator to build and develop high quality assets alongside best-in-class management teams.
With the ability to invest across the capital structure, Penn Hill Capital is able to target a wide funnel of opportunities to find proprietary investments that have an established business model, competitive differentiation, and the ability to scale and capitalize on one or more of the multi-generational macroeconomic trends described below.
With a wealth of experience in private equity, credit, and investment banking across the industrials, energy infrastructure, and services end markets, the PennHill team believes that the current economic environment provides a unique opportunity for differentiated companies to benefit from investments that will allow them to better compete and meaningfully accelerate their growth trajectories.
CORE THEMES
Globalization
Undeniable Reality
Technology Advancement
Adapt to Grow
Decarbonization
The New
Global Challenge
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Increased competition and access to global markets has led to a greater focus on improving labor and capital efficiency
The decentralization of and increased complexity around value chains create opportunities for companies that maximize logistics and management systems
Growth opportunities are emerging for companies building new digital and physical infrastructure platforms
The globalized costs of climate change will intensify over the coming decades, but mitigation will be challenging
Most developed nations have net-zero emission targets but lack a cohesive plan to achieve a collective result
Existing infrastructure will remain in place for the foreseeable future, so companies focused on improving the efficiency, utilization and sustainability of these assets will have the greatest near-term impact
Rapidly shifting supply chains and consumer behavior have accelerated the need for companies to make real-time changes in the way they operate
Accelerating advancements in technology have created opportunities for capital providers to change a company’s growth trajectory by accelerating investment in systems and platforms that promote flexibility across the organization
Investments supporting commercialization plans that can scale rapidly should generate outsized growth profiles
INVESTMENT CRITERIA
KEY COMPANY ATTRIBUTES
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High-quality teams with a focus on value creation opportunities
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Existing cash flow from established business models
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Stable and growing market with limited to moderate cyclicality
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The ability for new investment to facilitate business model modernization and/or expansion into additional markets or adjacent customer offerings
INDUSTRIALS
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Aerospace & Defense
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Building Products
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Manufacturing
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Packaging
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Specialty Chemicals
ENERGY TRANSITION
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Renewable energy services
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Materials recycling
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Carbon capture, sequestration & utilization
TECHNOLOGY-ENABLED SERVICES
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B2B Services
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B2C Service Platforms
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Energy Efficiency Technology
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Logistics
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Process Automation
DEAL METRICS
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Investment size of $15 - $100+ million
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Growth equity, structured capital or control buyout opportunities
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Operating companies with EBITDA of $5 - $25+ million
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Board control or negative controls in non-control situations