Founding Strategic Partner Opportunity · v90 Base of Record

The industrialized MEP OEM built for the sixteen-sector market.

DFMA Fabrication is an industrialized mechanical, electrical, and plumbing original-equipment-manufacturer and services platform. Pipe fabrication is the anchor today because hyperscale data-center demand is the deepest active pool. The same manufacturing platform extends to complete central utility plants at the Systecon, EAS, and Mammoth reference class, and to fifteen additional sectors as the shop scales.

$622.7M
Year 5 Revenue
Combined Phase 1 and Phase 2
$154.2M
Year 5 EBITDA
Combined Phase 1 and Phase 2
$1.85B
Enterprise Value
Twelve times combined Year 5 EBITDA
v90 base of record. Full workbook, capital plan, and sensitivity tables available behind the Non-Disclosure Agreement.

The thesis in one paragraph

Hyperscale and mission-critical construction in the United States is capacity-constrained by mechanical trades, not by capital. Fabrication capacity, credentialed labor, and quality-controlled modular delivery are the binding constraints on schedule. DFMA is a Phoenix-based industrialized MEP manufacturing platform designed to remove that constraint. Robotic pipe-welding cells, twelve fit-up stations, an integrated blast and paint envelope, and a PFI Yellow Label quality-management system deliver factory-controlled cost, quality, and schedule at a defensible advantage versus traditional stick-built field fabrication.

Anchor Today

Hyperscale Data-Center Pipe

Deepest active demand pool. Multi-year backlog visibility with named counterparties. Founding Strategic Partner package underwritten to Phase 1 revenue.

Attach and Expand

Modular MEP OEM Scope

Pump skids, chiller-yard racks, containment modules, and complete central utility plants at the Systecon, EAS, and Mammoth reference class.

Market backdrop

Goldman Sachs Research indicates hyperscaler capital expenditure is running at approximately $757B in 2026, with consensus expectations near $920B in 2027, a Goldman base case near $1.1T, and a bullish scenario approaching $1.4T. Goldman estimates approximately $5.3T of cumulative artificial-intelligence and data-center capex from 2025 through 2030 across the largest technology platforms.

Against that backdrop, DFMA's serviceable opportunity is the national pool of hyperscale and mission-critical construction spend tied to the scopes DFMA self-performs — specialty pipe fabrication, cooling-related mechanical systems, and modular mechanical, electrical, and plumbing assemblies. Full total-addressable, serviceable, and obtainable market framing and the v90 obtainable-market model are available behind the Non-Disclosure Agreement.

Sources: Goldman Sachs Research and related June 2026 market commentary on hyperscaler artificial-intelligence and data-center capital expenditure. DFMA internal operating assumptions.

Sixteen sectors, one manufacturing platform

The DFMA shop is credentialed and equipped to serve every mission-critical mechanical, electrical, and plumbing market in the United States. Hyperscale data centers are the near-term anchor. The platform is purpose-built to scale into fifteen additional sectors as capacity comes online.

01Hyperscale Data Centers
02Artificial Intelligence and HPC Infrastructure
03Semiconductor
04Pharmaceutical and Biotechnology
05Life Sciences
06Healthcare
07Food and Beverage
08Advanced Manufacturing
09Industrial Process
10Chemical
11Energy and Power
12Water and Wastewater
13Commercial Mechanical
14Government and Defense
15Modular Construction
16District Energy

What sits behind the NDA

Executed acceptance unlocks the confidential investor portal. Materials are refreshed against the v90 base-of-record model.

Access process

Begin Non-Disclosure Agreement and access request →