Investing in the Future of Aerospace, Defense, and Healthcare
Quantum Ridge Capital delivers superior returns through a multi-strategy approach in resilient, high-growth sectors.
Investment Thesis
Resilient Sectors
Aerospace thrives on a $2T backlog, defense on a $1T budget, and healthcare on a $1T specialty care market.
Flexible Approach
Co-investments, direct stakes, and nano-cap equities diversify risk and optimize returns across the capital spectrum.
Value Creation
Operational enhancements, strategic bolt-ons, and market expansion unlock value in underperforming assets.
Investment Strategy
Co-Investments
Partner with lead sponsors in $5-20M deals, focusing on aerospace suppliers, deiense contractors, or healthcare providers with stable cash flows.
Example: Co-investing in a precision machining firm serving Boeing, targeting 3x returns.
Direct Investments
Acquire minority or majority stakes in firms with $5-25M revenue, such as aerospace manufacturers or regional healthcare providers.
Example: Majority stake in a $20M defense electronics firm, exiting at 8x EBITDA.
Nano-Cap Public Equities
Invest in undervalued stocks with market caps under $250M, driving value through active management.
Example: Investing in a $100M healthcare device company, achieving 50% stock appreciation.
Sectors We Target
OUR TEAM
Kyle Denning
Managing Partner & Public Markets Lead
15+ years in private equity and nano-cap investments, delivering 15%+ IRR. Expert in global small-cap mutual funds.
Lancen Fuller
Managing Partner & Sector Specialist
Former aerospace executive with deep industry networks, driving corporate development and strategic growth.