MCP Web Brochure.indd - Monomoy Capital Partners

InvestmentsCompass Automotive GroupYes, we actually own an auto component supplierthat has remained healthy amid the worstindustry collapse in history. Compass Automotiveis a company Monomoy built out of fourunderperforming businesses in the automotivesupply chain. Compass makes the metalcomponents that attach your wheel to the axleand allow you to steer your car, including steeringknuckles and control arms. Compass supplies nearlyevery automotive company in North America withlightweight, aluminum parts, which make cars morefuel efficient. We saved Compass from the automotivecollapse through the relentless application of leanmanufacturing and cost reduction. The company’sfocus on highly-engineered, safety-critical autocomponents has allowed Compass to prosper asthe auto industry stabilizes.SalesSectorHQCEOWebsiteSIC Code$110 millionAutomotive PartsFranklin, IndianaJim Squatritocompassautogroup.com3363Fortis Plastics“I want to say one word to you. Just one word.Plastics.” By that, we mean Fortis Plastics LLC, acustom plastic molder that provides compounding,molding and tool making solutions to customersin the appliance, furniture, building products, andmedical device industries. Monomoy created Fortisfrom a collection of neglected assets: a division ofa large public company, a bankrupt plastic molder,an underperforming Mexican competitor and astruggling resin compounder. All four businesseswere hit hard by the downturn in manufacturingin 2008 and 2009 and provided us with anopportunity to build a sizeable plastic molder thatwill benefit from higher volumes in an economicrebound. We have since added a second Mexicanasset and thermoset plastic capacity to Fortis.We have now consolidated fourteen facilities intoseven core operations and completed add-onacquisitions that dramatically improve the productoffering. In an uneven economy, Fortis is growingand making money.SalesSectorHQWebsiteSIC Code$110 millionPlastic MolderSouth Bend, Indianafortisplasticsgroup.com3081 and 3089Hess IndustriesHess makes the machines that make othermachines. An important provider of equipmentsolutions to Fortune 100 manufacturers, Hesssystems build and assemble wheels for cars andtrucks, form and strengthen metal parts for homeappliances, and automate the production ofconsumer goods. This investment excites us for acouple of reasons: Monomoy has deep experiencein the capital equipment industry, and Hess hasvery few competitors. In the course of five years,we consolidated three Hess business units intoa single company, reduced waste, and introducedprofessional management to a familyownedcompany. We also provided Hess access tosome of the world’s fastest growing markets:China and India. With a new engineeringand assembly facility in India and a sales officein China, Hess is a major player in Asia and isenjoying its strongest financial performance andbacklog of orders.SalesSectorHQCEOWebsiteSIC Code$50 millionCapital EquipmentNiles, MichiganRoxanne Lauerhessindustries.com3542142 West 57th Street, 17th Floor New York, NY 10019 p 212. 699. 4000 f 212. 699. 4010 w www.mcpfunds.com