• Buy Concurrent Technologies

    Concurrent has evolved into an under-the-radar mission-critical defence supplier and we think it’s only getting started.

  • Buy Steel Dynamics

    A track record of successful acquisitions means BlackRock has many potential avenues for growth.

  • Buy Toast

    A track record of successful acquisitions means BlackRock has many potential avenues for growth.

  • Buy Akamai Technologies

    A track record of successful acquisitions means BlackRock has many potential avenues for growth.

  • Buy Toast (Fire)

    It may not be exciting, but it plays a critical role in supporting infrastructure and has barely scratched the surface of its potential.

  • Buy Serve Robotics

    An innovative company trying to do something a bit different, if it can execute well and be the best solution for last-mile delivery, it could prove lucrative.

  • Buy Pinewood Technologies

    SaaS businesses are a rare breed in our universe, so we’re always happy to find another growing, high-margin, reliable business.

  • Buy Hill & Smith (Ice)

    It may not be exciting, but it plays a critical role in supporting infrastructure and has barely scratched the surface of its potential.

  • Buy Emcor

    Emcor might not be as obviously attractive as a high-profile tech firm but it shares in many of the same opportunities.

  • Buy SAP

    This compelling long-term investment has double-digit growth potential through 2027.