Businesses we are building for the next operating era.
Our portfolio shows not only what North Axiom owns, but what it is building.
Operating value is now the return
With valuation expansion no longer dependable, portfolio returns depend on measurable operating improvement in each business owned.
Of value created in 2024 exits came from revenue growth.
Bain and Company, via MoonfareAverage buyout holding period at exit, up from five to six years.
Bain and Company, Global Private Equity Report 2026Of private equity firms are increasing focus on AI, automation and data at portfolio companies.
EY, Private Equity Pulse Q2 2026Fill in: check the figures from Bain and Company, via Moonfare and EY, Private Equity Pulse Q2 2026 against the original before launch
Three categories, kept separate
Only show what genuinely exists. Do not add example companies to make the firm appear larger.
- Fill in: Current investmentsOnly legal holdings that qualify
- Fill in: Operating assetsThe factory, once ownership is verified
- Fill in: Technology and IPMARCO and other North Axiom-built assets
How each company will be presented
Every portfolio profile follows the same structure.
Company
Sector, geography and status.
Why we invested
The structural thesis.
Starting position
The operating opportunity at entry.
Value-creation agenda
Growth, operations, technology, AI, automation, organisation and M&A.
Progress
Only verified metrics.
What comes next
The next operating priorities.
Portfolio transformation
Transformation maturity for each company, not financial precision. No return data unless legally reviewed.
Discuss an investment opportunity
We welcome confidential discussions with owners and management teams.
Information on this website is provided for general information only and does not constitute investment, legal, tax or accounting advice.
Nothing on this website is intended to constitute, and should not be relied upon as, an offer, invitation, recommendation or inducement to engage in investment activity. Any investment-related communication is subject to applicable law, investor eligibility and any required approval or exemption.