DIRECT INVESTING

 
 

LLEX was founded to enable its investment partners to collaborate in accessing one-off, direct investment opportunities vetted by seasoned private equity professionals. 

 

In order to ensure LLEX has depth of reach and expertise in multiple markets and sectors, it has launched a private membership platform. The LLEX membership enables private equity professionals, operators and sponsors to collaborate in building and executing direct investments.

 

This unique combination of an investment and membership platform, positions LLEX as a highly effective direct investment company with institutional quality origination, validation, execution and oversight capabilities.

 

LLEX has invested in its physical and online infrastructure, providing use of its New York and London offices as well as access to its online portal.  LLEX has assembled an in-house team to support LLEX principals, partners and members with their various, project management and investment needs.

 

 

 
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Impact Investing 

People, Planet, Profit 

Over the next 3 decades, $59T in assets will be transferring to the next generation. Integrating environmental, social and governance indicators will no longer be a niche strategy but the heart of building intrinsic wealth.

Our investment partners are involved in using their capital for positive social and environmental purposes including the implementation of sustainable impact-oriented direct investments into existing portfolios.  LLEX has the ability to screen a company’s financial performance, competitive positioning, brand equity and other key indicators of long-term shareholder value creation using expert environmental, social and governance (ESG) analysis.

High Net Worth and Family Offices have the ability to help generate social positive change and environmental impact at scale by making intention driven direct private equity investments. By investing growth capital in fast-growing, intrinsically meaningful businesses or by improving the social or environmental effectiveness of mature operating businesses, direct investments can generate both commercial financial returns and address critical global challenges. The LLEX membership community is built for curated introductions to this asset type for the purpose of improving profitability and increasing growth. Progressively, investors are also using the triple bottom line approach to investing, allowing reach and alignment of their personal and strategic objectives; Identifying their own humanitarian place in society, strengthening unity and culture, developing forward thinking and innovative businesses, and facilitating wealth-with-values transfer.

LLEX Partners facilitates impact investments that generate both a financial return and a measurable social and environmental benefit with its investment partners and membership community.

 
  LLEX IMPACT INVESTMENTS LED BY TOBI PETROCELLI

LLEX IMPACT INVESTMENTS LED BY TOBI PETROCELLI

 
 

INVESTMENT PRIORITIES

 
 

LLEX is focused on opportunities requiring capital between $5M and $100M, which is a wide range, however it varies depending on the industry segment.

LLEX is organized around subject matter expertise covering the following sectors: 

  • Energy (including renewables)

  • Specialty Finance

  • TMT

  • Industrials

  • Life Sciences

  • Real Estate

  • Transport & Infrastructure

  • Consumer

We are primarily interested in projects in North and South America and Europe, however, platform partners and members have managed projects and investments outside of these core regions of focus. 

 

 

 
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PLATFORM PARTICIPANTS

 

Sponsors & OPERATORS

We categorize sponsors in a myriad of ways at LLEX. You are either a proven industry expert and business leader in your niche and are seeking to step into the role of equity ownership - or - you are a business owner and seeking to grow via acquisition or build a portfolio of holdings. LLEX seeks to back sponsors and build the business along side management by offering the necessary support and appropriate capital to each opportunity. The community can be depended upon for relentless focus on viability of the investment and ability to achieve and outperform target returns. You may fall into this category if you have “more ideas than capital.”


Investors

Whether a private equity fund, family office, or individuals seeking alternative investments - private investors join LLEX as an addition to traditional sourcing efforts. Our members see opportunities they wouldn't elsewhere and only within the private environment cultivated by the LLEX team.


MEMBERS

As a member within the community you've had prior experience in investment banking, sourcing opportunities for yourself or for a prior client, firm, business or fund. You love originating investment opportunities and have built a reputation and network of excellence. LLEX provides our members access to a full suite of services and capital connections both with our internal and external capital connections.