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Investors
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PORTFOLIO STRATEGY

We invest in the future of great companies and people to solidify legacies, fuel growth and strengthen innovation.

We look for profitable operations that fit within engineering and manufacturing, with long revenues and secure margins synonymous with these sectors. We then take a direct approach to ensure we can unlock additional value within the business to build an attractive portfolio with strong exit options for investors.

INVESTMENT OUTLOOK

Returns

Our returns are driven by long-term revenues, consistent demand, and strong-margins. Combined with a scalable strategy and clear exit pathways, this creates a strong return profile for investors.

Security

Our portfolio companies are largely backed by physical assets; plant, machinery, and property, which provides strong collateral value. These factors enable smart leverage options and wide opportunities for cost efficiencies, upside potential, and  protection, mitigation and minimisation of downside risk exposure in our investments.

Long-Term Stability

The products our businesses deliver are generally critical to customers. These are non-cyclical businesses with long operating histories, mature infrastructures and processes, and a strong multi-decade track record of weathering recessions and economic downturns, even performing better in some periods of instability making them a reliable foundation for long-term capital.

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Key Figures

They are not guarantees of future performance, but rather represent the direction and potential we are actively working toward.

10 Years

Investment Horizon

7.2x

MOIC

Our Values

LEGACY
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These businesses have rich histories, built and developed over time. We’re not just investors; we learn from them to deal at fair value, and bring conscious capital to continue legacies. Our approach rewards owners for what they’ve built and supports the next phase of growth with care and intent.

Our differentiators

Management

We apply disciplined management to maintain excellence across operations and customer touch points, forming a strong basis for portfolio performance.

Strategy

Our passionate team blends intelligent finance with experience and hands-on insight to power strong businesses and fortify decisions at every level.

Technology

We developed the Console, our proprietary technology, to capture and communicate data, enabling smarter work, faster processing, and stronger operations.

DOCUMENTS
Risk Summary & Disclaimer

Download our investment disclaimer and compliance overview for important information on risk, eligibility, and mandatory regulatory disclosures.

Self-Certification Form

Complete the self-certification to confirm your eligibility to receive information about our investments. This is required for FCA compliance and ensures appropriate investor access under regulatory guidelines.

Email completed form to investors@levynegroup.com

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Investment InfORMATION Documents

These documents outlines our investment in detail. It is intended for qualified investors and provides an overview of the opportunity, strategic approach, risks, and financials.

ENQUIRY

Please fill out the form

Nature of Request
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