Portfolio

What we hold, and what we held.

Every position, current and prior, in one place: the modest ones alongside the meaningful ones. Each of them taught us something we carry into the next.

01

Operating Companies

Owned directly, run by the family. This is the center of gravity; everything else on this page descends from what these businesses teach us.

Cherry Creek Machine logo OPERATING · 2025–
OWNED & OPERATED
TULSA, OKLAHOMA

Cherry Creek Machine

A precision CNC machining company serving aerospace, energy, and industrial customers. ISO 9001:2015 certified, AS9100 certification in progress, and investing hard in the next chapter: new machinery and five-axis capability, new technology, and new people, with a hiring pipeline built alongside Tulsa's workforce development partners. CCM will anchor the owner-operated building at the Peoria-Mohawk campus.

Rendering of the interior of Cherry Creek Machine's future building at Peoria-Mohawk
CCM'S NEXT HOME AT PEORIA-MOHAWK · RENDER BY GH2 ARCHITECTS
OK Autonomous logo OPERATING · 2025–
CO-FOUNDED
TULSA, OKLAHOMA

OK Autonomous

Tulsa's commercial engine for autonomous systems, connecting drone and autonomous-systems OEMs with Oklahoma's precision manufacturing base, from prototyping through certified production. Founded on a simple observation: the companies designing the future of flight need the companies that have always built it.

Autonomous air vehicles over Tulsa
AUTONOMOUS AIR VEHICLES OVER TULSA · OK AUTONOMOUS
02

Real Estate

Ground-up development and long-term ownership in the Tulsa region. We develop what we intend to keep.

DEVELOPMENT · IN PROGRESS
DEVELOPER & OWNER
NORTH TULSA

Peoria-Mohawk Business Park

A two-building advanced-manufacturing campus, with Cherry Creek Machine anchoring the owner-operated building. Designed by GH2 Architects; targeted delivery 2027. The project brings modern manufacturing space, and manufacturing jobs, to north Tulsa.

DELIVERY 2027 · GH2 ARCHITECTS
Park 107 logo MULTIFAMILY · COMPLETED 2024
50% GP & LP
OWASSO, OKLAHOMA

Park 107

A 262-unit Class A multifamily community, developed in partnership with Rose Rock Development Partners: BAK's largest real-estate position and its most active development partnership.

Aerial view of the Park 107 apartment community in Owasso
PARK 107, OWASSO · COMPLETED 2024
PARK107.COM → · W/ ROSE ROCK DEVELOPMENT PARTNERS
COMMERCIAL · HELD
OWNER
OWASSO, OKLAHOMA

Owasso commercial

Directly held commercial property in Owasso: unglamorous, durable, and kept.

HISTORIC CONVERSION · LP
LIMITED PARTNER
DOWNTOWN TULSA

Downtown Tulsa participations

Limited-partner positions in Rose Rock's historic downtown conversions, including the Palace and Adams buildings: smaller positions, held for what they do for the city as much as for the return.

LP POSITIONS · W/ ROSE ROCK DEVELOPMENT PARTNERS
03

Ventures

Seed-stage positions where decades of manufacturing, aerospace, and energy operating experience earn us a seat beyond the check. Few, and chosen.

ArborXR logo ENTERPRISE SOFTWARE · SEED 2021
SEED INVESTOR
SIGNIFICANT HOLDER

ArborXR

Enterprise XR device management: the platform Fortune 500 training programs use to deploy and manage virtual- and mixed-reality fleets at scale. Founded 2020; $34M+ raised, including a Series A led by Mercury Fund and Cortado Ventures. We invested at seed in 2021, followed on through 2024, and remain a significant holder.

Activ Energy logo ENERGY TECHNOLOGY · SEED 2025
SEED INVESTOR
TULSA, OKLAHOMA

Activ Energy

The exclusive Americas commercialization partner for Nissan Chemical's nanoActiv® nanoparticle technology: engineered fluid systems that improve recovery in oil and gas wells. A Tulsa company applying real chemistry to a real problem.

04 · The record

Prior holdings.

Companies we built and passed on: to buyers, and in one case back to the people we bought it from. Durations listed, because how long we hold is the point.

Southwest United Industries logo AEROSPACE · 1953–2012
SOLD IN ITS 60TH YEAR
SOLD TO PRECISION CASTPARTS

Southwest United Industries

Aerospace metal finishing and component repair, founded by Willard A. Emery, built with his sons, and grown internationally by the third generation, Bill and Jim Emery. Bill remains an active manager of the family’s businesses today. Operations grew across Tulsa, Ontario, and Querétaro. Sold to Precision Castparts, a Berkshire Hathaway company, in its sixtieth year of family ownership.

Mingo Aerospace logo AEROSPACE MRO · 2013–2020
HELD 7 YEARS
SOLD TO BLUE SEA CAPITAL

Mingo Aerospace

An FAA-certificated repair station specializing in cargo loading systems and thermal spray. Built over seven years of family operation from a small repair station into a leading component MRO, sold to Blue Sea Capital, and combined into Sunvair Aerospace Group, where we held equity and a board seat from 2020 through the platform's sale to Greenbriar Equity Group in 2024.

BOARD SEAT, SUNVAIR AEROSPACE GROUP 2020–2024 · FULL EXIT AT GREENBRIAR CLOSE
Mingo Manufacturing logo MANUFACTURING · 2013–2018
HELD 5 YEARS
RETURNED

Mingo Manufacturing

Acquired alongside Mingo Aerospace; sold back to its original ownership group five years later, where it belonged.

Mach Energy Services logo ENERGY SERVICES · 2017–2023
EQUITY HOLDER
EXITED

Mach Energy Services

An Okarche, Oklahoma energy-infrastructure contractor: greenfield facility construction, pipeline installation and integrity. Grown into one of the more capable builders working the Permian and Delaware basins. Our capital took whatever form the moment required: receivables factoring, then equity, then bridge lending. Its fastest growth has come since our exit, a lesson we keep.

LAND DEVELOPMENT · COMPLETED 2024
DEVELOPER
SOLD

Parker Village

Raw land taken through entitlement and horizontal development; finished lots sold to Capital Homes.