Our Mission
The mission of Lionchase is to improve the value of industrial sector companies via innovation, new markets, and management expertise.
Core Strategy
The firm combines strategic acquisitions, organic growth, and asset repositioning to achieve differentiated growth opportunities.
Turnarounds and Distressed Assets
The firm actively seeks ways to acquire and manage enterprises that can be improved immediately via core assets within the portfolio.
The Value of Cashflow
The most unique aspect of private equity is its exit paths. Often with the controlling interest or transaction covenants, companies are sold to other portfolio managers. This strategy gives PE investors the opportunity to realize significant multiples. Acquirers of these companies are largely seeking cash-flowing assets. Companies with steady cashflow provide significant upside to investors seeking stable, static, wealth preservation opportunities.
Our Sectors
Logistics
Covid-19 has forced every leg of the logistics sector to adjust its thinking about value. The question of density, speed to customers, and where customers will choose to live and work will have massive impacts on logistics considerations. Private equity (PE) funds have pumped in excess of $12 billion in the logistics and warehousing sectors in the last 3 years. Key factors driving PE interest in logistics includes, accelerating demand for warehouses, strong fundamentals, and digital intermediary strategies. Each of these trends and others have increased revenue and profit opportunities in the sector. Logistics service providers have strong margins, have limited operations, and provide value strategies. Supply chain companies are also garnering a significant amount of investment.
Technology Positioning
The rapid change in technology has made small cap growth opportunities very compelling. Technology valuations have enabled private equity firms to sell companies for significant multiples. But PE firms are just as active on the buy side, actively buying positions in operating companies that are changing in scale and scope with technology improvements. These investment strategies seek to identify new efficiency, customer prospecting, or lower operations cost. We can expect see private equity firms acquire more and more expertise in technology to identify opportunities. Investors have remained confident in technology, with the annual deal count rising as the sector grows to encompass a larger number of companies. Tech has encroached upon nearly every corner of the economy.
Owner / Operator Infrastructure
From energy to wireless, private equity has flourished as operator of strong income producing infrastructure assets. This activity will only continue with fueled growth demand for data centers, alternative energy, and logistics support. Local, municipal, and federal government agencies are actively partnering with private equity to reap the benefit of new technology access and implementation without the direct expense. As the government's role in infrastructure recedes, sophisticated private equity players are gaining significant traction. In the last 5 years, private equity firms have raised more than $388 billion for infrastructure investments. Since 2015, private equity groups have been involved in almost 800 energy, telecommunications, and wireless infrastructure deals.
Our Sectors
Logistics
Covid-19 has forced every leg of the logistics sector to adjust its thinking about value. The question of density, speed to customers, and where customers will choose to live and work will have massive impacts on logistics considerations. Private equity (PE) funds have pumped in excess of $12 billion in the logistics and warehousing sectors in the last 3 years. Key factors driving PE interest in logistics includes, accelerating demand for warehouses, strong fundamentals, and digital intermediary strategies. Each of these trends and others have increased revenue and profit opportunities in the sector. Logistics service providers have strong margins, have limited operations, and provide value strategies. Supply chain companies are also garnering a significant amount of investment.
Technology Positioning
The rapid change in technology has made small cap growth opportunities very compelling. Technology valuations have enabled private equity firms to sell companies for significant multiples. But PE firms are just as active on the buy side, actively buying positions in operating companies that are changing in scale and scope with technology improvements. These investment strategies seek to identify new efficiency, customer prospecting, or lower operations cost. We can expect see private equity firms acquire more and more expertise in technology to identify opportunities. Investors have remained confident in technology, with the annual deal count rising as the sector grows to encompass a larger number of companies. Tech has encroached upon nearly every corner of the economy.
Owner / Operator Infrastructure
From energy to wireless, private equity has flourished as operator of strong income producing infrastructure assets. This activity will only continue with fueled growth demand for data centers, alternative energy, and logistics support. Local, municipal, and federal government agencies are actively partnering with private equity to reap the benefit of new technology access and implementation without the direct expense. As the government's role in infrastructure recedes, sophisticated private equity players are gaining significant traction. In the last 5 years, private equity firms have raised more than $388 billion for infrastructure investments. Since 2015, private equity groups have been involved in almost 800 energy, telecommunications, and wireless infrastructure deals.