Arcline Investment Management

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.

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

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

• Private equity management
• Industrial buyout investing
• Growth equity investing
• Portfolio company management
• Aerospace and defense investing

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Management Fees: Traditional private equity management fees charged on committed capital to cover fund operations and deal sourcing activities.
2. 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

Core 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

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered key advisor and core.

• Kirkland & Ellis LLPkey advisorImplementation/ SI/ Consulting PartnerServing as legal counsel to Arcline for Novaria Group acquisition from KKR.
• Freshfields LLPkey advisorImplementation/ SI/ Consulting PartnerServing as legal advisor to Arcline in connection with Continental Aerospace Technologies transaction.
• Ropes & Gray LLPkey advisorImplementation/ SI/ Consulting PartnerServing as legal advisor to Arcline for Novaria Group acquisition and American Holt/Pride Engineering sale.
• Portfolio Company Management TeamscoreStrategic or Co-development PartnerLong-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

Direct 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

• LinkedInlinkedin.com/company/arcline-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries19 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&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