PRINCIPLE INVESTMENT - Leadvisors Capital Group

About Us

Leadvisors invests opportunistically across middle market and growth strategies. Through our Leadvisors Direct Investment platform, we:

Target investment opportunities valued US$5 -US$50 million;
Offer strategic capital to entrepreneurs and management team to execute long-term growth plans;
Maintain executive dialogue with corporate and sponsor clients.

Approach

We partner with strong management teams and provide strategic guidance and support by leveraging our extensive experience, resources and worldwide network. Our global network includes senior relationships across industries and is founded on collaboration across the firm, including investment banking, capital markets and research franchises.

We have a long track record of investing in founder-run companies, and have acted as both minority and majority investors. Our goal is to help companies grow and to achieve returns for our shareholders over the long term.

Competitive Advantages

Leadvisors offers unique benefits to our partners. We also offer an unique local network with access to world-class management teams and leading corporations. Other advantages include:

Flexibility: Our structure investments are tailored to the needs of business owners and management teams.
Co-investment: We leverage our extensive multi-faceted partnership locally and across the globe to generate co-investment opportunities.
Network: Extensive relationships with numerous companies, individuals and governments at the global scale that are crucial in structuring and operating successful business ventures
Resources: We have widespread access and connections to high-level and sophisticated financial advisory sources on strategic growth navigation, acquisition and maximization of long-term shareholder values.
Human capital: An established network and experience in recruiting senior executives and independent board directors.

PRINCIPLE INVESTMENT

Leadvisors invests opportunistically across middle market and growth strategies. Through our Leadvisors Direct Investment platform, we:

Target investment opportunities valued US$5 -US$50 million;
Offer strategic capital to entrepreneurs and management team to execute long-term growth plans;
Maintain executive dialogue with corporate and sponsor clients.

Approach

Competitive Advantages

Leadvisors offers unique benefits to our partners. We also offer an unique local network with access to world-class management teams and leading corporations. Other advantages include:

Flexibility: Our structure investments are tailored to the needs of business owners and management teams.
Co-investment: We leverage our extensive multi-faceted partnership locally and across the globe to generate co-investment opportunities.
Network: Extensive relationships with numerous companies, individuals and governments at the global scale that are crucial in structuring and operating successful business ventures
Resources: We have widespread access and connections to high-level and sophisticated financial advisory sources on strategic growth navigation, acquisition and maximization of long-term shareholder values.
Human capital: An established network and experience in recruiting senior executives and independent board directors.

Who we are

Our Differences

INVESTMENT PROCESS

INVESTMENT BANKING