- Property
- Energy
- Late stage private equity
LMS Capital
business model
Our model harnesses experience, capital and access to specialist investment teams to create enhanced returns:
Team &
partners
Investment
approach
Disciplined
process
Sectors
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
- Environmental and Social Impact
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