Ennovance Capital

Ennovance Capital Ennovance is a specialized alternative investment firm focusing on:
(1) private equity
(ii) other alternative assets fund investments
www.ennovance.family II.

Alternative Asset Investor:

I. Private Equity:

Ennovance is a niche industry-focused investor in middle-market companies, with exclusive focus on chemical, specialty materials, pharmaceuticals, health-care, water, energy, petrochemical and chemistry related sectors. For our representative segments of investment interest, please visit: http://ennovance.com/index_files/Interest.htm

End market

s for related products and services in these industries vary widely, such as: water and waste treatment, functional additives, renewable energy, fine chemicals, medical devices or electronics, biodegradable plastics, coatings, food & beverage, flavor, fragrance, beauty & personal care, hygiene & cleaning solutions for hospitals or general applications, preservatives, fertilizers, catalysts, contract manufacturing & research, laboratory supplies, safety or security solutions, and so on. We focus on structuring acquisitions that meet the unique requirements of each strategic seller, navigating all aspects of deal complexities. From public-to-private transactions to corporate divestitures of non-core assets, we are skilled at mitigating all degrees of risk when extracting a non-core division from its parent, maintaining business momentum, and ensuring business continuity. Other Alternate Assets:
Please contact us at: [email protected]

For more information, please visit: www.ennovance.com

๐–๐š๐ซ ๐ฌ๐ก๐ฎ๐Ÿ๐Ÿ๐ฅ๐ž๐ฌ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ; ๐ฆ๐จ๐ง๐จ๐ฉ๐จ๐ฅ๐ฒ ๐ฆ๐š๐ค๐ž๐ฌ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ ๐ฆ๐จ๐ง๐ฌ๐ญ๐ž๐ซ๐ฌ; ๐ฐ๐ข๐ฅ๐ฅ ๐’๐ก๐ž๐ซ๐ฐ๐ข๐งโ€‘๐–๐ข๐ฅ๐ฅ๐ข๐š๐ฆ๐ฌ ๐ฌ๐ฐ๐ข๐ง๐  ๐ก๐š๐ซ๐ ๐Ÿ๐จ๐ซ ๐ฏ๐ž๐ซ๐ญ๐ข๐œ๐š๐ฅ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ...
06/02/2026

๐–๐š๐ซ ๐ฌ๐ก๐ฎ๐Ÿ๐Ÿ๐ฅ๐ž๐ฌ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐จ๐ฐ๐ง๐ž๐ซ๐ฌ; ๐ฆ๐จ๐ง๐จ๐ฉ๐จ๐ฅ๐ฒ ๐ฆ๐š๐ค๐ž๐ฌ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ ๐ฆ๐จ๐ง๐ฌ๐ญ๐ž๐ซ๐ฌ; ๐ฐ๐ข๐ฅ๐ฅ ๐’๐ก๐ž๐ซ๐ฐ๐ข๐งโ€‘๐–๐ข๐ฅ๐ฅ๐ข๐š๐ฆ๐ฌ ๐ฌ๐ฐ๐ข๐ง๐  ๐ก๐š๐ซ๐ ๐Ÿ๐จ๐ซ ๐ฏ๐ž๐ซ๐ญ๐ข๐œ๐š๐ฅ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง? ๐ˆ๐ง ๐š ๐ฐ๐จ๐ซ๐ฅ๐ ๐ฐ๐ก๐ž๐ซ๐ž ๐œ๐จ๐ง๐Ÿ๐ฅ๐ข๐œ๐ญ ๐ซ๐ž๐ฐ๐ข๐ซ๐ž๐ฌ ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐œ๐ก๐š๐ข๐ง๐ฌ ๐š๐ง๐ ๐œ๐š๐ฉ๐ข๐ญ๐š๐ฅ ๐ฉ๐จ๐จ๐ฅ๐ฌ,โ€ฆ Akzoโ€“Axalta โ€˜merger of equalsโ€™ (only ~$600m synergies = 6% of cost base) has now triggered a Sherwinโ€“Nippon joint bid. Latest offer: ~โ‚ฌ12.5bn EV (~โ‚ฌ15.4bn incl. debt), a 39% premium vs undisturbed; Akzo stock +25% since approach. Moodyโ€™s flags elevated eventโ€‘risk: Sherwin would need sizable debt financing, pushing leverage temporarily higher, though strategic fit mirrors its Valspar playbook (9% cuts โ†’ ~โ‚ฌ6bn PV). Akzoโ€™s USโ€‘listing rerate case implies ~โ‚ฌ19bn EV on ~11ร— comps, but ex*****on risk remains. Board now risks a 2017โ€‘style repeat after rejecting PPGโ€™s 50% premium.

mergerarb ht:baml/ecl
https://x.com/mohossain/status/2061860993253196253?s=46

๐“๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญโ€™๐ฌ ๐ซ๐ž๐š๐œ๐ญ๐ข๐จ๐ง ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ๐ฌ ๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐š๐ฅ ๐Ÿ๐จ๐ซ๐œ๐ž๐ฌ, ๐ง๐จ๐ญ ๐š ๐ฅ๐š๐œ๐ค ๐จ๐Ÿ the CEO ๐ฅ๐ž๐š๐๐ž๐ซ๐ฌ๐ก๐ข๐ฉ at $ASH. $ASH The stock printed a 3โ€‘y...
06/02/2026

๐“๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญโ€™๐ฌ ๐ซ๐ž๐š๐œ๐ญ๐ข๐จ๐ง ๐ซ๐ž๐Ÿ๐ฅ๐ž๐œ๐ญ๐ฌ ๐ฌ๐ญ๐ซ๐ฎ๐œ๐ญ๐ฎ๐ซ๐š๐ฅ ๐Ÿ๐จ๐ซ๐œ๐ž๐ฌ, ๐ง๐จ๐ญ ๐š ๐ฅ๐š๐œ๐ค ๐จ๐Ÿ the CEO ๐ฅ๐ž๐š๐๐ž๐ซ๐ฌ๐ก๐ข๐ฉ at $ASH.

$ASH The stock printed a 3โ€‘yr high of ~$95 (Mar โ€™24) and now trades near $58, a ~39% drawdown despite activist accumulation.

Standard Investments lifted its stake to 4.095M shares, adding 490K at $54โ€“$58, but the ownership shift hasnโ€™t reversed the multiโ€‘year value erosion.

Liquidity remains thin (~13% of avg volume), short interest at 11.4% of float, and fundamentals still negative (TTM EPS โ€“$15.35).

โ€ฆ activist engagement is rising, but the equity still sits materially below prior-cycle highs, with governance catalysts required to re-rate the name. Broader 13D activity across GeneDX and peers reinforces the theme: eventโ€‘driven capital is stepping in where longโ€‘only capital has stepped back.

More via barronsonline

https://x.com/mohossain/status/2061847535057043954?s=46

๐Ÿš€๐‘ป๐’˜๐’โ€‘๐‘ด๐’๐’๐’•๐’‰ ๐‘ฌ๐’’๐’–๐’Š๐’•๐’š ๐‘ด๐’๐’Ž๐’†๐’๐’•๐’–๐’Ž ๐‘น๐’†๐’‚๐’„๐’‰๐’†๐’” ๐‘น๐’‚๐’“๐’† ๐‘ฏ๐’Š๐’”๐’•๐’๐’“๐’Š๐’„๐’‚๐’ ๐‘ฌ๐’™๐’•๐’“๐’†๐’Ž๐’†๐’”S&P +16% in Aprโ€“May = 99thโ€‘pct 2โ€‘mo momentum since โ€™45.Only 4...
06/02/2026

๐Ÿš€๐‘ป๐’˜๐’โ€‘๐‘ด๐’๐’๐’•๐’‰ ๐‘ฌ๐’’๐’–๐’Š๐’•๐’š ๐‘ด๐’๐’Ž๐’†๐’๐’•๐’–๐’Ž ๐‘น๐’†๐’‚๐’„๐’‰๐’†๐’” ๐‘น๐’‚๐’“๐’† ๐‘ฏ๐’Š๐’”๐’•๐’๐’“๐’Š๐’„๐’‚๐’ ๐‘ฌ๐’™๐’•๐’“๐’†๐’Ž๐’†๐’”

S&P +16% in Aprโ€“May = 99thโ€‘pct 2โ€‘mo momentum since โ€™45.
Only 4 analogs this fast: โ€™74, โ€™09, โ€™20 (postโ€‘recession resets) and โ€™87 (nonโ€‘recession meltโ€‘up).

The only nonโ€‘recession precedent is 1987, when a +17% Janโ€“Feb surge ran until summerโ€ฆ then the S&P dropped โ€‘33% in

๐‘Š๐‘œ๐‘ค! ๐‘ƒ๐‘Ž๐‘Ÿ๐‘’๐‘›๐‘ก๐‘–๐‘›๐‘” ๐‘ค๐‘Ž๐‘  โ„Ž๐‘Ž๐‘Ÿ๐‘‘ ๐‘’๐‘›๐‘œ๐‘ข๐‘”โ„Ž ๐‘๐‘’๐‘“๐‘œ๐‘Ÿ๐‘’ ๐‘กโ„Ž๐‘’ ๐‘ ๐‘™๐‘œ๐‘ก ๐‘š๐‘Ž๐‘โ„Ž๐‘–๐‘›๐‘’ ๐‘š๐‘œ๐‘ฃ๐‘’๐‘‘ ๐‘–๐‘›๐‘ก๐‘œ ๐‘Œ๐‘œ๐‘ข๐‘‡๐‘ข๐‘๐‘’, ๐‘›๐‘œ๐‘ค ๐‘–๐‘กโ€™๐‘  ๐‘”๐‘ข๐‘š๐‘š๐‘–๐‘’๐‘ , ๐‘๐‘Ž๐‘“๐‘“๐‘’๐‘–๐‘›๐‘’, ๐‘Ž๐‘›๐‘‘ ๐‘Ž๐‘™๐‘”๐‘œ๐‘Ÿ๐‘–๐‘กโ„Ž๐‘š๐‘–๐‘ ๐‘...
06/02/2026

๐‘Š๐‘œ๐‘ค! ๐‘ƒ๐‘Ž๐‘Ÿ๐‘’๐‘›๐‘ก๐‘–๐‘›๐‘” ๐‘ค๐‘Ž๐‘  โ„Ž๐‘Ž๐‘Ÿ๐‘‘ ๐‘’๐‘›๐‘œ๐‘ข๐‘”โ„Ž ๐‘๐‘’๐‘“๐‘œ๐‘Ÿ๐‘’ ๐‘กโ„Ž๐‘’ ๐‘ ๐‘™๐‘œ๐‘ก ๐‘š๐‘Ž๐‘โ„Ž๐‘–๐‘›๐‘’ ๐‘š๐‘œ๐‘ฃ๐‘’๐‘‘ ๐‘–๐‘›๐‘ก๐‘œ ๐‘Œ๐‘œ๐‘ข๐‘‡๐‘ข๐‘๐‘’, ๐‘›๐‘œ๐‘ค ๐‘–๐‘กโ€™๐‘  ๐‘”๐‘ข๐‘š๐‘š๐‘–๐‘’๐‘ , ๐‘๐‘Ž๐‘“๐‘“๐‘’๐‘–๐‘›๐‘’, ๐‘Ž๐‘›๐‘‘ ๐‘Ž๐‘™๐‘”๐‘œ๐‘Ÿ๐‘–๐‘กโ„Ž๐‘š๐‘–๐‘ ๐‘๐‘Ž๐‘Ÿ๐‘™๐‘Ž๐‘ฆ๐‘  ๐‘ก๐‘ข๐‘Ÿ๐‘›๐‘–๐‘›๐‘” ๐‘˜๐‘–๐‘‘๐‘  ๐‘–๐‘›๐‘ก๐‘œ ๐ด๐‘…๐‘ƒ๐‘ˆ.

Youth gambling pipeline looks increasingly industrial: 84% of boys whose friends gamble also gamble; only 17% do so when none of their friends do. Ads hit them everywhere, YouTube (61%), social (60%), sports broadcasts (57%). Content often arrives passively: 59% say gambling clips โ€œjust showed upโ€ in their feed. The industry isnโ€™t waiting for adulthood.

More via PhillyInquirer โฌ‡๏ธ

https://x.com/mohossain/status/2061625131861225776?s=46

๐’๐ฉ๐ž๐œ๐ฎ๐ฅ๐š๐ญ๐ข๐ฏ๐ž ๐“๐ž๐œ๐ก ๐‡๐ข๐ญ๐ฌ ๐Ÿ“๐Ÿ•% ๐˜๐“๐ƒ ๐š๐ฌ ๐‰๐๐Œ ๐–๐š๐ซ๐ง๐ฌ ๐‘๐š๐ฅ๐ฅ๐ฒ ๐‹๐จ๐จ๐ค๐ฌ ๐…๐ซ๐š๐ ๐ข๐ฅ๐žProfitlessโ€‘tech mania in one line: GS nonโ€‘profitable tech ...
06/02/2026

๐’๐ฉ๐ž๐œ๐ฎ๐ฅ๐š๐ญ๐ข๐ฏ๐ž ๐“๐ž๐œ๐ก ๐‡๐ข๐ญ๐ฌ ๐Ÿ“๐Ÿ•% ๐˜๐“๐ƒ ๐š๐ฌ ๐‰๐๐Œ ๐–๐š๐ซ๐ง๐ฌ ๐‘๐š๐ฅ๐ฅ๐ฒ ๐‹๐จ๐จ๐ค๐ฌ ๐…๐ซ๐š๐ ๐ข๐ฅ๐ž

Profitlessโ€‘tech mania in one line: GS nonโ€‘profitable tech +27% in May, +57% YTD vs S&P +11; widest gap vs Nasdaq 100 since 2020. JPM flags elevated yields + rising borrowing costs as acute stress points. Retail + institutional flows chasing maxโ€‘leverage push profitless + retailโ€‘fav baskets into nearโ€‘perfect correlation. Quality tech supported by buybacks; irony: once these firms earn, valuation gravity hits. Rising Treasury yields now bleeding into semis via client debt. Classic lateโ€‘cycle highโ€‘beta froth with dotโ€‘comโ€‘style asymmetry.

more via BBG
https://x.com/mohossain/status/2061494488619790547?s=46

๐ˆ๐’๐Œ ๐ฉ๐ซ๐ข๐ง๐ญ ๐œ๐š๐ฆ๐ž ๐ข๐ง ๐ก๐จ๐ญ, ๐›๐ฎ๐ญ ๐ญ๐ก๐ž ๐ฆ๐š๐œ๐ซ๐จ ๐œ๐ซ๐จ๐ฌ๐ฌโ€‘๐œ๐ฎ๐ซ๐ซ๐ž๐ง๐ญ๐ฌ ๐š๐ซ๐ž ๐ ๐ž๐ญ๐ญ๐ข๐ง๐  ๐ฅ๐จ๐ฎ๐๐ž๐ซ.ISM mfg hit a 4โ€‘yr high in May, beating estimates...
06/01/2026

๐ˆ๐’๐Œ ๐ฉ๐ซ๐ข๐ง๐ญ ๐œ๐š๐ฆ๐ž ๐ข๐ง ๐ก๐จ๐ญ, ๐›๐ฎ๐ญ ๐ญ๐ก๐ž ๐ฆ๐š๐œ๐ซ๐จ ๐œ๐ซ๐จ๐ฌ๐ฌโ€‘๐œ๐ฎ๐ซ๐ซ๐ž๐ง๐ญ๐ฌ ๐š๐ซ๐ž ๐ ๐ž๐ญ๐ญ๐ข๐ง๐  ๐ฅ๐จ๐ฎ๐๐ž๐ซ.

ISM mfg hit a 4โ€‘yr high in May, beating estimates, with new orders, production, employment all firmer.

Qualitative tone softer: dataโ€‘center + geopolitical pressures lifted prices while energy costs + weak consumer demand dragged sentiment. S&P Global mfg PMI revised down. April construction spend +0.4%, but Feb/Mar revised lower, pulling Q2 GDP tracking to 1.9% SAAR.

๐ผ๐‘  ๐‘กโ„Ž๐‘’ ๐‘€๐‘Ž๐‘ฆ ๐ผ๐‘†๐‘€ ๐‘—๐‘ข๐‘š๐‘ ๐‘กโ„Ž๐‘’ ๐‘ ๐‘ก๐‘Ž๐‘Ÿ๐‘ก ๐‘œ๐‘“ ๐‘Ž ๐‘‘๐‘ข๐‘Ÿ๐‘Ž๐‘๐‘™๐‘’ ๐‘š๐‘Ž๐‘›๐‘ข๐‘“๐‘Ž๐‘๐‘ก๐‘ข๐‘Ÿ๐‘–๐‘›๐‘” ๐‘Ÿ๐‘’โ€‘๐‘Ž๐‘๐‘๐‘’๐‘™, ๐‘œ๐‘Ÿ ๐‘—๐‘ข๐‘ ๐‘ก ๐‘Ž ๐‘๐‘Ÿ๐‘–๐‘๐‘’โ€‘๐‘‘๐‘–๐‘ ๐‘ก๐‘œ๐‘Ÿ๐‘ก๐‘’๐‘‘, ๐‘‘๐‘Ž๐‘ก๐‘Žโ€‘๐‘๐‘’๐‘›๐‘ก๐‘’๐‘Ÿโ€‘โ„Ž๐‘’๐‘Ž๐‘ฃ๐‘ฆ โ„Ž๐‘’๐‘Ž๐‘‘ ๐‘“๐‘Ž๐‘˜๐‘’ ๐‘–๐‘› ๐‘Ž๐‘› ๐‘’๐‘๐‘œ๐‘›๐‘œ๐‘š๐‘ฆ ๐‘คโ„Ž๐‘’๐‘Ÿ๐‘’ ๐‘๐‘œ๐‘›๐‘ ๐‘ก๐‘Ÿ๐‘ข๐‘๐‘ก๐‘–๐‘œ๐‘› ๐‘Ÿ๐‘’๐‘ฃ๐‘–๐‘ ๐‘–๐‘œ๐‘›๐‘  ๐‘Ž๐‘›๐‘‘ ๐‘๐‘œ๐‘›๐‘ ๐‘ข๐‘š๐‘’๐‘Ÿ ๐‘ ๐‘œ๐‘“๐‘ก๐‘›๐‘’๐‘ ๐‘  ๐‘Ž๐‘Ÿ๐‘’ ๐‘ ๐‘ก๐‘–๐‘™๐‘™ ๐‘๐‘ข๐‘™๐‘™๐‘–๐‘›๐‘” ๐บ๐ท๐‘ƒ ๐‘™๐‘œ๐‘ค๐‘’๐‘Ÿ?

$
https://x.com/mohossain/status/2061494488619790547?s=46

Family offices: Direct deals +123% YoY to $12.9B in 2025 (S&P). Tech/media/telecom led with 36 deals / $3.0B; materials ...
05/31/2026

Family offices:

Direct deals +123% YoY to $12.9B in 2025 (S&P). Tech/media/telecom led with 36 deals / $3.0B; materials hit $4.8B on one Verallia buyout.

Citi says 70% now active in directs; 40% ramped activity. UBS: 60% are shifting 2026 allocations as macro risk rises. Patient capital is becoming a strategy, not a slogan.

https://x.com/mohossain/status/2061134996035785137?s=46

Reshoring Wave Still Rolling: U.S. Manufacturing Buildโ€‘Out Remains Nearly 2ร— Preโ€‘2022 Levels
05/31/2026

Reshoring Wave Still Rolling: U.S. Manufacturing Buildโ€‘Out Remains Nearly 2ร— Preโ€‘2022 Levels

Address

Philadelphia, PA
19102

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+12156658900

Website

http://Ennovance.com/

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