Knowledge Is Our Currency

 

 

 

We Bring More Than Money. We Bring Premier Human Capital

 

At Ledgemont we utilize 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

 

We 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

 

Our extensive transaction and investment management experience has taught us to follow a more hands-on approach to business. Throughout our relationships, we offer senior partner leadership. We target traditional and non-traditional accounts across diversified asset classes, while providing a broad range of financial structures and services to private and public companies, including debt, equity, hybrid securities. We leverage our Executives-in-Residence, as well as our network of partners and investors, to drive the Group’s global deal-sourcing and execution capabilities for investment banking, 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. Our long-term management relationships allow us to build sustainable companies, using a 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. We place emphasis on servicing clients in the public markets through direct trading desk coverage to provide market intelligence and transaction capabilities.

 

 

Servicing Institutional Investor Clients

 

We partner with our institutional clients to determine specific needs for execution and data. Our unique mix of buy-side, sell-side and risk management expertise help us a provide macro and company-specific data for our clients, assisting them with their investment process. We also leverage our network partners, investors, strategic advisors and Executives-in-Residence to provide value-added content to our institutional clients.