Specialty Chemicals

Our specialty chemicals Sector Leader is Don Stanutz. Don has over 40 years of experience in operations, sales and marketing, acquisitions and divestments, and business management in the petrochemical and oil industry.

Akoya is focusing on the specialty chemicals sector, comprising ~$150 Bn of annual sales in North America, for the following reasons:

  • Continued growth expectation in North America at GDP or above
  • Less capital intensive compared to basic or commodity chemicals
  • Attractive investment opportunities exist in companies with $15 MM to $1 Bn in sales
  • Many attractive sub-sectors exist where investors can enjoy oligopoly market dynamics
  • Many attractive businesses that have globalization
  • More stable, less cyclical earnings than other segments of the chemical industry
  • Businesses are not dependent on a single customer and usually has barriers to entry
  • The larger, multinational chemical companies have many ‘orphans’ in their collective portfolios

Target Segments for Specialty Chemicals, Materials and Polymers

  • Water Treatment
  • Agrichemicals
  • Coatings
  • Compounders
  • Flavor & Fragrance
  • Personal Care
  • Polymer Modifiers/Additives
  • Rubber Chemicals
  • Surfactants
  • Adhesives, Sealants & Tapes