We construct two distinct yet related M-theory models that provide suitable frameworks for the study of knot invariants. We then focus on the four-dimensional gauge theory that follows from appropriately compactifying one of these M-theory models. We show that this theory has indeed all required properties to host knots. Our analysis provides a unifying picture of the various recent works that attempt an understanding of knot invariants using techniques of four-dimensional physics. This is a companion paper to arXiv:1608.05128, covering all but section 3.3. It presents a detailed mathematical derivation of the main results there, as well as additional material. Among the new insights, those related to supersymmetry and the topological twist are highlighted. This paper offers an alternative, complementary formulation of the contents in~\cite{Dasgupta:2016rhc}, but is self-contained and can be read independently.

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