Arcline Investment Management
Arcline Investment Management is a private equity firm managing over $30 billion that builds industrial compounder platforms through 160+ acquisitions since 2018 across aerospace and defense, engineered components, critical infrastructure, and test and measurement. It serves institutional limited partners and operates scaled portfolio companies including Arxis (Nasdaq: ARXS), DwyerOmega, Fairbanks Morse Defense, Signia Aerospace, and Novaria Group.
- Company typePrivate
- Founded2019
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Arcline Investment Management does
Arcline Investment Management is a growth-oriented private equity firm founded in 2018 (alternatively referenced as 2019) and headquartered in Nashville, with additional offices in San Francisco and New York. The firm manages over $30 billion in assets under management across multiple fund vintages, most recently closing Arcline Capital Partners IV LP at $6 billion in November 2025. Arcline runs a vertically focused industrial compounder strategy that targets niche, mission-critical suppliers in fragmented end markets — primarily aerospace and defense, engineered components, critical infrastructure, and test and measurement — and builds scaled platforms through programmatic M&A rather than short-term financial engineering.
The firm's investment model is to acquire controlling stakes in industrial platform companies and execute dozens of add-on acquisitions to consolidate fragmented sub-sectors. Since 2018, Arcline has completed more than 160 acquisitions, forming scaled platforms such as Arxis (electronic and mechanical components for aerospace, defense and medical; IPO'd on Nasdaq in April 2026 under ARXS), DwyerOmega (sensing and instrumentation, including Omega Engineering, Lake Shore Cryotronics and Macurco), Signia Aerospace (aerospace sub-systems), Fairbanks Morse Defense (naval propulsion and handling, including the pending Rolls-Royce Naval Propulsors & Handling business), Cooper Machinery Services (natural gas transmission), CoreDux (ultra-high purity gas/fluid handling for semiconductor EUV), ChargePoint Technology (pharmaceutical containment), Novaria Group (aerospace fasteners, acquired from KKR for $2.2B), Continental Aerospace Technologies (piston aircraft engines), Rotating Machinery Services, American Casting Company, Kings III, and Hydraulics International.
Arcline generates revenue through traditional private equity economics: recurring management fees on committed capital across its funds and performance-based carried interest on successful portfolio exits, supported by a 60-person functionalized organization purpose-built around research, business development, underwriting, and value creation. Deal sourcing relies on a dense network of investment banks (J.P. Morgan, Goldman Sachs, Morgan Stanley, RBC, Guggenheim, Lazard, BMO, Jefferies, Barclays, Houlihan Lokey, Piper Sandler, Evercore, William Blair) and law firms (Kirkland & Ellis, Ropes & Gray, Freshfields), rather than digital channels, and the firm partners with named operating executives who run each platform. The firm is a private Delaware limited partnership with no parent company and no public ticker.
Arcline Investment Management firmographics
Firmographics- Name
- Arcline Investment Management
- Legal name
- Arcline Investment Management LP
- Website
- https://arcline.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Arcline Investment Management is a private equity firm managing over $30 billion that builds industrial compounder platforms through 160+ acquisitions since 2018 across aerospace and defense, engineered components, critical infrastructure, and test and measurement. It serves institutional limited partners and operates scaled portfolio companies including Arxis (Nasdaq: ARXS), DwyerOmega, Fairbanks Morse Defense, Signia Aerospace, and Novaria Group.
- Ownership category
- akta.pro rank
Arcline Investment Management industry classification
Industry- Product category
- Private Equity Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
- akta.pro secondary industries
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)
Keywords
Where Arcline Investment Management is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Arcline Investment Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Management Fees: Traditional private equity management fees charged on committed capital to cover fund operations and deal sourcing activities.
- Carried Interest: Performance-based carried interest from successful portfolio company exits, typically 20% of profits above a hurdle rate, representing the primary value creation mechanism for the firm.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Arcline Investment Management product offering
Product offeringCore offering
Arcline Investment Management is a private equity firm that invests in niche, mission-critical industrial suppliers and builds scaled platforms through strategic M&A across aerospace and defense, engineered components, critical infrastructure, and test and measurement. The firm raises capital from institutional limited partners through dedicated private equity funds and deploys that capital into long-duration buyouts of industrial businesses. Since 2018, the firm has completed 160+ acquisitions, growing from early fund capital to over $30 billion in assets under management.
Product overview
Arcline Investment Management is a growth-oriented private equity firm with over $30 billion in assets under management that builds enduring industrial platforms through strategic M&A, operational rigor, and disciplined capital allocation. The company has formed its portfolio through 160+ acquisitions since 2018 and builds scaled platforms in aerospace and defense, engineered components, critical infrastructure, and test and measurement. Arcline's portfolio companies operate as distinct brands including Arxis (electronic and mechanical components for aerospace/defense), DwyerOmega (sensing and instrumentation), Signia Aerospace (aerospace systems and components), Fairbanks Morse Defense (naval systems), Novaria Group (aerospace components and specialty processes), Continental Aerospace Technologies (piston aircraft engines), Rotating Machinery Services (turbomachinery services), Cooper Machinery Services (natural gas infrastructure), CoreDux (flexible gas and flow control systems), ChargePoint Technology (pharmaceutical containment), American Casting Company (investment castings), and Kings III (emergency communication systems). Each portfolio company maintains its brand identity while benefiting from Arcline's operational expertise and acquisition strategy.
Differentiator
Problem solved
Functional benefit
Products and services
- Arcline Capital Partners Private Equity Funds
Quantifiable outcome
- 160+ acquisitions since 2018
- +1 more outcomes
Companies that use Arcline Investment Management
Customer profileNamed customers3 records
Segments2 records
Ideal customer profiles2 records
Arcline Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Arcline Investment Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered key advisor and core.
- Kirkland & Ellis LLPkey advisorServing as legal counsel to Arcline for Novaria Group acquisition from KKR.
- Freshfields LLPkey advisorServing as legal advisor to Arcline in connection with Continental Aerospace Technologies transaction.
- Ropes & Gray LLPkey advisorServing as legal advisor to Arcline for Novaria Group acquisition and American Holt/Pride Engineering sale.
- Portfolio Company Management TeamscoreLong-term partnerships with management teams including Rajeev Amara (Arxis Chairman/Arcline CEO), Kevin Perhamus (Arxis/Qnnect CEO), Chuck Dubois (DwyerOmega CEO), Norman Jordan (Signia Aerospace CEO), and others for value creation.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
Arcline Investment Management competitors and assessment
Company assessmentDirect peers
- American Industrial Partners: Industrial-focused PE firm of similar AUM and vintage that invests in aerospace & defense, engineered components, and specialty industrial businesses via carve-outs and consolidation — directly comparable in mandate and deal size to Arcline.
- Stellex Capital Management: Specialist industrial PE sponsor focused on aerospace, defense, and industrial manufacturing — closely aligned with Arcline's sector focus and lower-middle-market deal size profile.
- Lindsay Goldberg: PE firm investing in industrial, aerospace & defense, and critical-infrastructure businesses via control buyouts — directly comparable sector mandate and similar mid-cap AUM range.
- Genstar Capital: Middle-market PE firm with a meaningful industrial and aerospace & defense vertical; comparable to Arcline in AUM range, deal size, and focus on industrial compounding through tuck-in acquisitions.
- Platinum Equity: Operationally intensive PE firm specializing in industrial carve-outs and complex situations; comparable to Arcline in its focus on mission-critical industrial suppliers and aggressive add-on M&A strategy.
Broad incumbents
- KKR: Mega-cap PE incumbent that has historically competed in aerospace & defense (e.g., seller of Novaria Group to Arcline) and broader industrial verticals — much larger but a relevant benchmark for industrial PE activity.
- Apollo Global Management: Mega-cap alternative asset manager with industrial and value-oriented PE strategies; relevant incumbent peer given comparable exposure to industrial compounders and platform-building approach.
- Advent International: Large global PE firm with an industrials franchise active in aerospace, defense, and engineered components — competes for similar deals and is a relevant AUM-tier benchmark.
- Carlyle Group: Global PE incumbent with deep aerospace & defense and industrial portfolios; competes for similar carve-out opportunities and serves as a comparable for scaled industrial PE franchises.
- Bain Capital: Large diversified PE firm with a dedicated industrials vertical and significant aerospace & defense exposure — a relevant incumbent peer given overlapping deal pools and platform-building approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Arcline Investment Management social profiles
Digital presenceArcline Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arcline Investment Management leadership team
Management profileNumber of profiles
Profiles3 records
Arcline Investment Management subsidiaries and ownership
Company hierarchySubsidiaries19 records
Arcline Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arcline Investment Management M&A and investment
M&A and investmentM&A35 records
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arcline Investment Management
What does Arcline Investment Management do?
Arcline Investment Management is a private equity firm that invests in niche, mission-critical industrial suppliers and builds scaled platforms through strategic M&A across aerospace and defense, engineered components, critical infrastructure, and test and measurement. The firm raises capital from institutional limited partners through dedicated private equity funds and deploys that capital into long-duration buyouts of industrial businesses. Since 2018, the firm has completed 160+ acquisitions, growing from early fund capital to over $30 billion in assets under management.
Is Arcline Investment Management a public or private company?
Arcline Investment Management is a private company. It is classified as private equity controlled and is currently operating.
When was Arcline Investment Management founded?
Arcline Investment Management was founded in 2019. It employs 51 to 100 people.
Where is Arcline Investment Management based?
Arcline Investment Management is headquartered in San Francisco, United States, in the North America region.
How does Arcline Investment Management make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are Arcline Investment Management's main competitors?
Direct peers on record are American Industrial Partners, Stellex Capital Management, Lindsay Goldberg, Genstar Capital and Platinum Equity. Broad incumbents are KKR, Apollo Global Management, Advent International, Carlyle Group and Bain Capital.
Does Arcline Investment Management have an API?
No public API is recorded for Arcline Investment Management.
What industry is Arcline Investment Management in?
Arcline Investment Management's product category is Private Equity Investment Management. Its primary akta.pro industry code is BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital), with a secondary code of BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital). Its NAICS code is 523940 and its SIC code is 6282.