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The LEVRG Blueprint

We bridge the gap between high-potential businesses and institutional capital:

  • Expert financial structuring—maximizing capital efficiency through leverage

  • Strategic acquisitions—targeting businesses with low fundamental downside

  • Tailored exit strategies—ensuring investor liquidity and risk management

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Our corporate finance-driven approach ensures investors engage with LEVRG only once a deal has been structured and optimized for value extraction. Unlike traditional Search Funds that focus on direct business operations, we specialize in corporate finance, deal structuring, and investor-led exits.

Our Leverage Arbitrage Strategy

Identify: Finding the Right Opportunities

  • Target businesses that are undervalued, under, or over-geared

  • Assess both listed and unlisted opportunities with limited fundamental downside

  • Identify businesses with high financial restructuring potential for leverage arbitrage

  • Target potential acquisitions that meet five key conditions, making them compelling investment opportunities

  • Directly engage with business owners and stakeholders to structure transactions that enhance capital efficiency

  • Develop and propose a Leverage Arbitrage Strategy to unlock value

  • Secure an acquisition mandate before bringing investors on board

Negotiate: Structuring the Optimal Deal

  • Allocate risk equity in alignment with investor objectives

  • Raise Leverage Arbitrage Finance to optimize the capital structure

  • Structure financing solutions that mitigate risk while maximizing upside potential

Fund: Capital Allocation for Maximum Leverage

  • Obtain board and regulatory approvals to formalize transaction structures

  • Implement financial restructuring initiatives that unlock embedded value

  • If necessary, transition unlisted businesses to a public listing to increase market liquidity

Restructure: Engineering Financial Transformation

  • Execute strategic investor diversification initiatives to broaden equity participation

  • Implement structured capital optimization strategies to increase enterprise value

  • Position businesses for an optimal exit scenario that aligns with market conditions

Optimize: Enhancing Value and Investor Positioning

  • Design and implement a tailored placement strategy for investor liquidity

  • Execute structured exits via sale, buyout, or public listing

  • Ensure maximum capital efficiency throughout the exit process

Exit: Structuring the Final Liquidity Event

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Investor Participation Strategy

At LEVRG, we invite investors only after we have identified, negotiated, and structured a transaction that aligns with our Leverage Arbitrage Strategy. This means investors gain access to pre-vetted, structured deals, reducing risk and ensuring optimized returns. Once a transaction is secured, we structure the acquisition and capital framework before inviting investors to participate.

  • Negotiating and structuring the deal, such that when investors are approached, all that is needed is the cash for the transaction to take place.

  • Enhancing the company’s market profile through investor roadshows and stakeholder engagement.

  • Procuring investors for co-investment opportunities, allowing institutional investors to provide preference share funding, while LEVRG executes the Leverage Arbitrage Strategy to maximize returns.

  • Structuring an optimal investor exit, ensuring a seamless and profitable transition for all stakeholders.

By following this approach, LEVRG ensures that every transaction is structured, financially optimized, and strategically positioned for high-value exits—creating a low-risk, high-reward environment for investors.

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