ALTAIR INDUSTRIES LLC

Thesis

Altair Industries LLC is a private equity firm established in 2025 and headquartered in New York City. The firm specializes in acquiring control positions in North American middle-market companies within the aerospace and defense, and mission-critical industrial sectors. Their investment criteria include companies with an EBITDA greater than $10 million and a capital investment requirement of $50 million or more per platform. The firm targets companies that are at operational and commercial inflection points, including family-owned businesses seeking succession planning or liquidity, corporate carve-outs, underperforming companies, and businesses experiencing operational or financial complexity. The firm's strategy involves taking control positions and partnering closely with management teams, aiming to empower rather than replace them. Altair Industries emphasizes a disciplined approach to mergers and acquisitions (M&A) to scale resilient platforms. They are particularly interested in businesses operating in regulated and high-reliability end markets, those with long product lifecycles and demanding reliability standards, and operationally intensive businesses where disciplined planning, throughput management, quality control, and cost structure are critical. Geographically, Altair Industries focuses on North American businesses. While specific fund sizes and AUM are not publicly disclosed, the firm is actively seeking new investments and has indicated a target of "$50+ Million Equity Check Per Platform" and "$10+ Million EBITDA."