Ayna · 1H 2026 Update

Engaged Operator focused on the Industrial Tech Sector

A specialized team of advisors and operators working with companies, executives, and investors across industrial technology — driving performance improvement and value creation.

5 industry groups ~100 micro-verticals Advisory + Implementation PE & public markets

Scroll to explore the 1H 2026 update

Member team of advisors & operators

Global offices

Industry groups

Micro-verticals of Industrial Tech

Publications per year

Podcast conversations with industry leaders / year

Forums — G49 & RPT (w/ Stanford) — hosting 150+ CXOs per year

★ i250 — Industrials 250

Built to Last.
Built to Scale.
Built to Power America.

As the U.S. marks its 250th year, Ayna recognized 250 industrial companies quietly powering the American economy.

Learn more about i250 ↗

GRACO

“…100% bullish on manufacturing in the United States.”

AZZ

“We coat and protect the metal that holds this country together.”

Jobs supported

of U.S. exports

Output per $1 spent

of total U.S. market cap

Clients Served

Activity across the industrial-tech map

Hover or tap any segment to focus an industry. Our work spans five industry groups — with the heaviest concentration in Specialty Industrials and Semiconductors & Electronics.

Activity, %

Share of engagement by industry

100%

Industry activity

Industries

Examples of Our Impact

Who we worked with, what we did, what it delivered

A sample of recent engagements across end-to-end transformation, pricing, and diligence.

End-to-end transformation

PE-owned, Airports Infrastructure Solutions

Full turnaround: product range upgrade, sales coverage expansion, sourcing and footprint optimization.

On track for 2.5x revenue increase and ~2,650bps+ margin improvement in 4 years.

Pricing transformation

Specialty Machinery — Fabrication technology

Architecture simplification, SKU repricing, distributor incentive redesign, AI-enabled tools.

~240pp margin uplift in FY26 from pricing actions; 60% reduction in pricing complexity.

Diligence

Niche carve-out in Transportation & Logistics

Proprietary bottom-up market model; separated structural from cyclical demand drivers; plan of record (revenue & cost).

IC approval of transaction structure — Buyer & Parent JV to meet Day 1 cash needs of Parent and MOIC for Buyer.

Engaging the Ecosystem

Latest podcast conversations

Candid discussions with the operators building industrial technology leaders.

Podcast

Scott Barbour

CEO, Advanced Drainage Systems

ADS’s rise from $2B to $10B market cap — driven by operational discipline, strategic acquisitions, and engineering innovation.

Listen

Podcast

Larry Hilsheimer

CFO, Greif

How a 150-year-old packaging company reinvented itself through disciplined capital allocation, portfolio transformation, and customer-centric strategy.

Listen

Insights on Top-of-Mind Topics

What we’re watching in 2026

Perspectives on the forces reshaping industrial technology.

Can the US Regain Its Semiconductor Edge?

As the chip ecosystem races toward $1.3T+, what it will take for America to reclaim leadership — across design and manufacturing.

Read insight →

2025 — A Litmus Test for Industrial Pricing Organizations

Pricing under pressure: shifting trade policies, rising costs, volatile demand — and what separates leaders from laggards.