Knowledge Is Our Currency

 

We Bring More Than Money. We Bring Premier Human Capital

• Ledgemont utilizes our extensive network of Strategic Advisors to provide our clients with industry-specific advice and global business development execution capabilities
• Our Executives-in-Residence are senior operating professionals who provide our clients with skilled operational and financial expertise

 

Principal Investment Approach

• Approach each opportunity as principal investors, even when acting as advisor to promote best execution
• We leverage our network of Executives-in-Residence and Strategic Advisors to understand and fulfill the operational and financial needs of our clients
• “Who best to serve the buy-side but people from the buy-side?”

 

Large Firm Execution Capability, Small Firm Service Approach

• Senior partner leadership throughout relationship
• Extensive transaction and investment management experience
• Target traditional and non-traditional accounts across diversified asset classes
• Provide a broad range of financial structures and services to private and public companies, including debt, equity, hybrid securities and equity sales and trading execution
• Ledgemont leverages its Executives-in-Residence, as well as its network of partners and investors, to drive the Group’s global deal-sourcing and execution capabilities for investment banking, institutional equity sales and trading, proprietary stock idea generation and principal investment opportunities

 

Corporate Client Focused

• Ledgemont bridges the gap between middle market companies and the capital markets by providing investment banking services, institutional equity sales and trading, proprietary stock idea generation, and principal investment capital to private and public companies
• Build sustainable companies through long-term management relationships
  • Focus on capital market services, public and private offerings, corporate advisory, mergers and acquisitions, restructuring, strategic consulting, business development, management and director recruiting and investor relations advisory
• Place emphasis on servicing clients in the public markets through direct trading desk coverage to provide market intelligence and transaction capabilities
• Significant repeat business from clients
  • We provide capital and advisory services throughout the lifecycle of a company

 

Servicing Institutional Investor Clients

• Partner with our institutional clients to determine specific needs for execution and data
• Unique mix of buy-side, sell-side and risk management expertise
• Provide macro and company-specific data to our clients, assisting them with their investment process
• Leverage network partners, investors, strategic advisors and Executives-in-Residence to provide value-added content to our institutional clients