LeoGroup has access to Capital Markets 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 and the services include:
LeoGroup has strategic relationships with many small-mid sized investment banks as well senior contacts at the major investment banks. These relationships and contacts provide our clients with valuable resources when banking services are needed
Access to capital is often the key determinant to a company’s success. LeoGroup understands the capital markets and can 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 has access to 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.
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.
We offer a broad range of investment solutions for Institutional and Accredited Investors and Registered Investment Advisors. Our investment opportunities include:
- Marketing and business development solutions to institutional quality hedge fund managers
Structured solutions designed to shield clients from market losses through customized hedging and investment strategies
- We seek to partner with best-in-class investment talent pursuing clearly differentiated strategies. Leo Group Fund Solutions opens doors to thought leaders in the global institutional investor community. Our team is driven, connected and committed, and fosters a culture of trust, respect and confidence with our partners and clients.
Strong Knowledge of the Institutional Marketplace
Our Team has worked with the largest US pension funds, endowments, foundations, and institutional consulting firms throughout their careers. In addition, our sales team has senior level relationships with fund of funds, insurance company and family offices.