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LMS Capital
business model

Our model harnesses experience, capital and access to specialist investment teams to create enchanced returns:

Team &
partners

Investment
approach

Disciplined
process

Sectors

  • Property
  • Energy
  • Late stage private equity

Deal structure

  • Equity and debt
  • Between 20% and 50%
  • Board representation and information rights

Deal ‘sifting’

  • Look for the nuggets
  • Creative mindset
  • Healthy scepticism

Advisory groups

  • Appointed in each of our areas of focus
  • Individuals with standing and experience in their sectors
  • Provide an additional perspective and guidance for the Company

Internal management

  • Small dedicated core team
  • Accessing additional talent through network of investment and other professionals, US and UK, on “as needs” basis
  • Back office functions outsourced

Detailed diligence

  • Identify and analyse risk
  • Specialist input where needed

Co-investing partners

  • LMS has always had a philosophy of bringing co-investors alongside
  • Network of partners who will invest in deals alongside the company

‘Hard to access’ assets

  • Typically at the smaller end of their respective sectors, less competitive and allowing attractive entry pricing
  • Assets requiring a level of management that larger funds and financial investors are unable to support

Investment committee

  • Robust challenge
  • Experienced team
  • Disciplined process

Team &
partners

Internal management

  • Small dedicated core team
  • Accessing additional talent through network of investment and other professionals, US and UK, on “as needs” basis
  • Back office functions outsourced

Advisory Groups

  • Appointed in each of our areas of focus
  • Individuals with standing and experience in their sectors
  • Provide an additional perspective and guidance for the Company

Co-investing partners

  • LMS has always had a philosophy of bringing co-investors alongside
  • LMS has a formal network of partners who will invest in its deals alongside it

Investment
approach

Cash

  • Investment capital
  • Between 20% and 50%
  • typical stake

Sectors

  • Energy
  • Property
  • Late stage private equity

‘Hard to access’ assets

  • Typically at the smaller end of their sectors, less competitive and allowing more attractive entry pricing
  • Assets requiring a level of management that larger funds and financial investors are unable to support

Disciplined
process

Deal ‘sifting’

  • Look for the nuggets
  • Imaginative mindset

Detailed diligence

  • Identify and analyse risk
  • Specialist input where needed

Investments committee

  • Robust challenge from experienced teams
  • Disciplined process

One-off realised
capital gains

Sustainable dividend

12-15%

12per annum income

One-off realised
capital gains

Sustainable dividend

12-15%

12per annum income

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