Companies
Multi-plant target accounts across all verticals.
ADM Animal Nutrition
ADM Animal Nutrition is a diversified global agricultural processor with significant operations in commodity handling, ingredient manufacturing, and specialized nutrition solutions across feed, food, and industrial sectors. The company maintains a substantial footprint with 42,383 employees and key manufacturing facilities in Illinois.
Aemetis
Aemetis is transitioning from project buildout to low-carbon fuel monetization with Q1 2026 revenue growth of 27% and positive gross profit driven by carbon credit recognition and improving RNG economics. The company secured $1.1 billion in potential tax-exempt financing and received key equipment for a $40 million mechanical vapor recompression system at its Keyes ethanol plant.
Ag Processing Inc (AGP)
AGP is a farmer-owned cooperative and the largest soybean processor west of the Mississippi River, with a diversified portfolio including soybean meal, refined oil, biodiesel, and specialty protein products. The company operates 17 manufacturing facilities across the Upper Midwest and one distribution center, positioning it as a major regional agribusiness player.
Albaugh LLC
Albaugh LLC is the world's largest privately held post-patent crop protection manufacturer, with a significant market presence across North America and globally. The company recently expanded to over $2B in revenue through its 2024 acquisition of Rotam AgroSciences, strengthening its portfolio in herbicides, fungicides, and insecticides.
Alico, Inc.
Alico has completed a strategic exit from citrus operations and is repositioning itself as a Florida-focused land management and real estate development company, with a $650M-$750M land portfolio now central to its business model. The company is actively monetizing land through sales ($34.6M YTD), securing development entitlements (Corkscrew Grove East Village approval), and leasing agricultural acreage.
Alltech
Alltech is a major privately held biotechnology and animal nutrition company with an extensive US manufacturing footprint spanning 29+ facilities across multiple states. The company operates under several well-established brands including Hubbard Feeds and Ridley, serving the agriculture and animal feed sectors.
Alto Ingredients
Alto Ingredients is experiencing significant momentum with a 374% stock surge over the past year, driven by improved profitability, Section 45Z clean fuel tax credits, and strong crush margins. The company has successfully monetized its 2025 45Z credits through a third-party transaction, positioning itself as a leader in low-carbon ethanol production.
American Crystal Sugar Company
American Crystal Sugar Company is the largest U.S. beet sugar producer, operating five manufacturing facilities across Minnesota and North Dakota as a grower-owned cooperative supplying 15% of national sugar. The company maintains stable operations with 1,400 employees serving approximately 2,800 shareholder-growers in the Red River Valley.
American Vanguard
American Vanguard reported Q1 2026 revenue growth of 7% to $124 million with 500 bps gross margin expansion, reaffirming full-year adjusted EBITDA guidance of $44-48 million on sales of $530-550 million. The company continues its core operations in agricultural chemicals across its three California facilities while maintaining its established distribution network.
AquaBounty Technologies, Inc.
AquaBounty Technologies is a small biotech firm (4 employees) specializing in genetically engineered salmon, with AquAdvantage Salmon as its flagship product for US and Canadian aquaculture markets. The company also supplies conventional salmon products including eggs, fry, and byproducts.
Archer-Daniels-Midland Company
ADM is leveraging cost discipline, digital transformation, and nutrition-focused growth strategies to improve operational efficiency and expand margins. The company continues to strengthen its competitive position in agriculture operations while managing commodity market volatility.
Baker Commodities
Baker Commodities operates as one of the largest independent rendering companies in the US with 21 facilities across strategic geographic regions. The company maintains a stable operational footprint converting animal byproducts into commodities for livestock feed, pet food, and biodiesel markets.
Beck's Hybrids
Beck's Hybrids is the largest family-owned retail seed company in the U.S. and third-largest corn/soybean seed brand, with a strong Midwest presence across 15 manufacturing, R&D, and distribution facilities. The company maintains market leadership in Indiana with a stable 775-person workforce.
Big River Resources
Big River Resources is one of the largest corn ethanol producers in the U.S. with 435M gallons/year capacity across four plants in the Midwest. The company maintains strong market position as an independent operator with GROWMARK minority stake and annual revenues exceeding $800M.
Bunge Global S.A.
Bunge Global is experiencing strong market momentum with multiple analyst upgrades to Strong Buy status, driven by solid agricultural commodity demand and favorable positioning amid inflation concerns. The company announced increased quarterly dividends at its 2026 Annual General Meeting, reflecting confidence in operational performance and shareholder returns.
CF Industries Holdings
CF Industries is experiencing strong market momentum with a ~50% stock rally over six months, driven by robust nitrogen demand and elevated pricing in the fertilizer market. The company's strong cash flow generation is supporting growth investments and shareholder returns.
CHS Inc.
CHS Inc., the largest farmer-owned cooperative in the US, reported Q2 FY2026 earnings with significant losses in its Energy segment ($133.6M pretax loss). The company maintains an extensive operational footprint across grain processing, petroleum refining, renewable fuels, and animal nutrition with 40+ manufacturing and distribution facilities across the Midwest and beyond.
Cal-Maine Foods, Inc.
Cal-Maine Foods, the largest U.S. egg producer, is executing a diversification strategy with the acquisition of Van's Foods brand to expand into prepared frozen breakfast products and boost B2C retail presence. The company maintains a strong financial position with $1.1B in net cash and a debt-free balance sheet while navigating cyclical commodity pressure by shifting toward specialty eggs, which now represent 50% of sales.
Compass Minerals International
Compass Minerals is advancing a major strategic pivot into lithium extraction through a partnership with EnergyX to develop a 30,000-ton commercial direct lithium extraction facility near Utah's Great Salt Lake, leveraging its existing Ogden operations. The company reported Q2 2026 results with improved profitability and margins despite lower revenue, while successfully negotiating a new three-year labor agreement at its Goderich mine.
Corteva
Corteva is strengthening its market position through strategic partnerships, notably a co-exclusive supply and license agreement with FMC to expand rimisoxafen herbicide technology across North and South American corn and soybean markets. The company maintains significant manufacturing and R&D infrastructure across the U.S. with 22,000 employees supporting its dual Seed and Crop Protection divisions.
FMC Corporation
FMC Corporation is experiencing financial headwinds, including declining revenues and a stock decline of 11.8% following recent earnings, prompting the company to issue $1.2 billion in secured convertible notes to manage debt obligations. The company is actively divesting non-core assets, including the sale of its India commercial business, to strengthen its balance sheet.
Fresh Del Monte Produce Inc.
Fresh Del Monte is undergoing significant corporate transformation, rebranding to Del Monte Corporation following its acquisition of Del Monte Foods assets, while executing a growth strategy targeting 13-15% sales growth in FY26. The company is leveraging its vertically integrated logistics network and expanding its foods division with Pittsburgh designated as a new hub.
GROWMARK
GROWMARK is a major regional agricultural cooperative with extensive North American operations across 60+ distribution and manufacturing facilities serving nearly 400,000 customers. The company operates a diversified portfolio spanning agronomy products, energy/fuel distribution, grain marketing, and logistics through subsidiaries like Seedway and AgraForm.
Green Plains
Green Plains is receiving strong analyst upgrades to Zacks Rank #1 (Strong Buy) across momentum, value, and growth categories, driven by operational improvements and new carbon capture opportunities. The company is leveraging tighter operating discipline, simplified business structure, and federal biofuels incentives to enhance performance.
Hawkins
Hawkins is facing significant valuation concerns with multiple analyst downgrades citing overvaluation and rising leverage from aggressive M&A-driven growth, particularly in water treatment. The company missed Q4 earnings expectations and is experiencing stock volatility while navigating margin pressure and weak demand in the specialty chemicals sector.
ICL Group
ICL Group reported strong Q1 2026 results with 14% revenue growth and 26% adjusted net income increase, driven by higher bromine and potash prices across its four business segments. The company completed an $800 million senior notes offering due 2036 for general corporate purposes and debt management.
Kemin Industries
Kemin Industries is a well-established privately held ingredient manufacturer with a diversified global footprint across agriculture, animal health, and specialty ingredients serving 90+ countries. The company operates multiple manufacturing and R&D facilities across the Midwest with no recent expansion or operational announcements.
Kent Nutrition Group
Kent Nutrition Group operates a well-established network of 15 manufacturing facilities across 11 states, producing animal feed and nutrition products under the Kent and Blue Seal brands. The company maintains a significant regional presence in the Midwest and Eastern US serving livestock, equine, and companion animal markets.
Koch Ag & Energy Solutions
Koch Ag & Energy Solutions completed a major $3.6 billion acquisition of OCI Global's Wever, Iowa fertilizer plant, significantly expanding its nitrogen fertilizer production capacity. The company is modernizing operations through digital transformation initiatives with Cognite and AWS while maintaining its position as one of the world's largest fertilizer producers.
LSB Industries
LSB Industries, a top-5 U.S. ammonia producer, is experiencing strong operational performance with Q1 2026 net sales of $169.5M (up 18% YoY) and a shift to profitability. The company is strategically expanding into carbon capture with a pathway to 100% ownership of Project Blue at its El Dorado, Arkansas facility.
Limoneira Company
Limoneira is undergoing strategic restructuring including a Sunkist partnership transition, asset monetization, and a pause on dividends to fund avocado expansion and organic recycling initiatives. The company reported Q2 losses exceeding expectations but signaled stronger H2 2026 performance as transition efforts gain traction.
MFA Inc.
MFA Inc. is a major regional agricultural cooperative with 1,200 employees operating six manufacturing facilities across Missouri and Kansas, primarily focused on livestock feed production with 424,000 tons annual capacity. The company serves over 45,000 farmer-owners and maintains integrated operations in feed manufacturing, fertilizer, and agronomy.
Mosaic Company
Mosaic Company is navigating a fertilizer cycle trough with depressed earnings (Q1 EPS down ~90% YoY despite 14.4% revenue growth) and significant market uncertainty, though analysts view the dip as a buying opportunity ahead of normalization. Management is executing defensive capital actions including a $250M CapEx reduction and asset sales while positioning for recovery as fertilizer supplies normalize.
Nutrien
Nutrien, a global agricultural inputs giant with 12 major manufacturing plants across North America, is capitalizing on strong fertilizer demand and elevated commodity prices to drive shareholder returns. The company recently refinanced $1 billion in debt and has seen shares rise 17% over six months, supported by record potash volumes and operational cost cuts.
POET Biorefining
POET is the largest US ethanol producer with 35 bioprocessing facilities across nine states, generating approximately 3.1 billion gallons of bioethanol annually plus co-products like animal feed and corn oil. The company maintains a substantial operational footprint with 2,400 employees but shows no recent expansion or strategic announcements.
Scotts Miracle-Gro
Scotts Miracle-Gro is focusing on brand strategy and marketing with the appointment of a new Chief Brand Officer, while maintaining fiscal 2026 guidance despite shareholder litigation concerns. The company continues leveraging its extensive North American manufacturing footprint and diverse product portfolio across lawn care, gardening, and indoor hydroponic cultivation.
Tessenderlo Kerley (TKI)
Tessenderlo Kerley is a specialty sulfur-based chemical manufacturer with a robust North American footprint across 11 production and R&D facilities, primarily serving agriculture with branded fertilizer products. The company maintains a stable operational presence as the North American subsidiary of Belgium-based Tessenderlo Group.
The Andersons
The Andersons is transitioning from a cyclical agricultural intermediary to a stable cash-flow generator, leveraging Section 45Z tax credits and full ownership of ethanol plants to deliver $90-100M in annual cash flow through 2029. The company reported record Q1 2026 net income of $33M ($0.97 per diluted share) and maintains strong operational performance across its trade, renewables, and plant nutrient divisions.
Valero Renewable Fuels
Valero Energy is experiencing positive market momentum driven by declining crude oil prices and tight global refining capacity, which strengthens refining margins and supports stock performance. The company's diversified portfolio across refining, renewable diesel, and ethanol positions it well to capitalize on energy transitions and geopolitical developments like the potential US-Iran framework deal.
Village Farms International, Inc.
Village Farms is rapidly expanding its cultivation footprint with operational updates on Delta 2 greenhouse expansion in Canada (40 metric tonnes annual capacity addition) and full operational status of its Phase II facility in the Netherlands. The company is also strengthening its financial position with a $15 million institutional investment and gaining industry recognition with a 'Producer of the Year' award.
Vital Farms, Inc.
Vital Farms is experiencing significant shareholder litigation with multiple class action lawsuits filed regarding securities violations during May 2025-February 2026, causing stock price decline amid broader market gains in natural foods. The company's operational focus remains on pasture-raised eggs and dairy products, but legal challenges are dominating investor sentiment.