ARCLINE INVESTMENT MANAGEMENT LP

Thesis

Arcline Investment Management LP is a growth-oriented private equity firm founded in 2018, specializing in acquiring and building niche, technology-driven industrial businesses. Their investment thesis centers on identifying and investing in market-leading companies with persistent demand, limited disruption risk, and fragmented industry structures, aiming for long-term value creation through consolidation and platform building. The firm targets sectors such as Defense and Aerospace, Industrial Technology, Life Sciences, Energy Transition, Specialty Materials, Critical Infrastructure Services, Medical Technology, Industrial Goods and Manufacturing, Personal Care, and Medical Products. Arcline focuses on growth and buyout investments in mid-market companies, engaging in control buyouts, early-stage, and growth investments. They invest across North America, Europe, Canada, and the United States, primarily taking lead investment roles in control buyouts, but also participating in co-investments and PIPE transactions. As of June 2026, Arcline manages over $30 billion in assets under management, with its fourth flagship fund, Fund IV, closing at $6 billion in October 2025. Their first fund closed at $1.5 billion in 2019, Fund II at $2.75 billion in 2021, and Fund III at $4.5 billion in 2023. Their first fund targeted equity investments of up to $300 million in companies generating up to $1 billion in revenue and $125 million in EBITDA.

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