LeoGroup Capital Markets (LCM) developed from the firm’s Family Office Services. Family Office clients possess balance sheets similar in size to an institution. This division developed over time to encompass an entire suite of services to serve both Family Office clients and institutions:
LeoGroup has a strategic partnership and minority interest in SenaHill Partners, LP (securities offered through SenaHill Securities, LLC). With this relationship, LeoGroup has access to a wide range of investment banking services within SenaHill as well as SenaHill’s large professional network.
Access to capital is often the key determinant to a company’s success. LeoGroup has dedicated professionals that understand the capital markets and help to facilitate investments between suppliers of capital such as retail investors and institutional investors and users of capital like businesses, governments, and individuals. LeoGroup specializes in private (non-public) sources of capital in the form of equity, debt, or hybrid instruments. LeoGroup, as a general co-investment standard, looks to invest alongside clients whenever possible subject to capacity constraints.
In addition to investing capital in businesses, LeoGroup also invests expertise into the businesses in which it supports. Business development of small-mid sized businesses is an essential part of a business’ long-term success. Our business consulting services include management services, bookkeeping oversight, and organizational leadership advice. LeoGroup brings together the expertise of our internal professionals along with our vast network of proven managers, consultants, operators, and advisors. LeoGroup was founded by entrepreneurs and we understand the challenges every entrepreneur faces when trying to articulate a vision, implement a strategy, and grow a business.