Founded to build what markets alone cannot
THEOREM was founded by a team with deep experience across strategic consulting and complex transaction execution — built for the moment when domestic industrial policy, private capital, and sovereign competitive pressure converged into a single, urgent mandate.
Deep expertise across strategy, capital, and government
THEOREM was founded by a team with deep experience across strategic consulting and complex transaction execution — drawing on years at leading global management consulting firms and investment banks, with expertise spanning advanced manufacturing, semiconductors, energy transition, aerospace and defense, and emerging technology.
We have advised governments, sovereign institutions, and some of the world’s largest industrial and technology corporations on strategy, capital allocation, and the structural decisions that define industries for decades.
“We founded THEOREM because we saw a gap that traditional advisory firms were not equipped to fill — and because the moment demanded something built for it, not adapted to it.”
A gap that traditional advisory firms were not built to fill
The next generation of domestic manufacturing capacity will not be built by markets alone. It requires the deliberate alignment of private capital, corporate strategy, and government policy — and an advisor that can operate credibly across all three. Most firms do one well. Few do two. Almost none do all three with the sector depth that complex manufacturing ventures actually demand.
State-backed foreign competitors — particularly across Asia — benefit from coordinated industrial policy, subsidized capital, and government-directed demand that domestic producers cannot match without equivalent public and private commitment. Closing that gap requires more than private investment alone.
“THEOREM was built to close that gap — originating high-potential ventures, structuring the capital and partnerships to fund them, and lobbying the agencies and legislators who control the approvals and programs that make them viable.”
We are builders, not advisors
We do not operate like a traditional advisory firm. Our measure of success is not the advice we give — it is the ventures we help build.
We identify critical gaps in domestic manufacturing capacity and develop the ventures needed to fill them — before processes begin, before mandates are issued, and before the opportunity becomes competitive. We act on signal, not on invitation.
We design the joint ventures, NewCos, and consortia that align the right partners around durable, fundable structures — with particular depth in vehicles that involve government participation, foreign ownership considerations, and multi-stakeholder governance.
We lobby relevant government agencies and policymakers for the approvals, programs, and funding that make transformative manufacturing ventures viable. This is not a compliance function — it is a core part of how we originate and execute, and we start well before formal applications.
We remain engaged through R&D, pilot production, scale-up, and full commercial operation — providing strategic, financial, and government relations support long after a traditional advisor would have moved on. We are committed to the outcome, not the transaction.
Relationships built over decades
THEOREM’s value is inseparable from the relationships we have built over decades — with the institutional investors, corporate leaders, government officials, and technical executives who define and build the advanced manufacturing landscape. These relationships are not transactional. They are the infrastructure through which we originate and execute.
Selective. Long-horizon. Fully committed.
We take on a small number of engagements at any time. The ventures we work on are complex, long-horizon, and consequential — they deserve full attention, not a fraction of it.
We are selective about the opportunities we pursue and the partners we work with, because the quality of the outcome depends entirely on the quality of the alignment at the start.
“Our measure of success is not the advice we give. It is the ventures we help build.”
- We originate before markets identify the opportunity
- We build investment theses around ventures that align private returns with national industrial priorities
- We structure capital stacks that integrate private equity, government grants, and structured debt
- We lobby agencies and policymakers as a core part of venture development — not as an afterthought
- We recruit the executive and technical leadership to execute on every venture we build
- We stay engaged through the full arc from R&D to commercial production
- We work on a small number of engagements with full commitment to each
Selectively open to the right conversations
We are selectively open to conversations with institutional and strategic investors, corporate development teams, and company leadership working on something that requires genuine sector depth, government engagement, and transaction sophistication in advanced manufacturing.