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Operational Private Equity
Level Edge is an industry pioneer in the deployment of operational private equity, an approach where investment professionals, operating executives, functional specialists, and technology experts work closely together throughout the lifecycle of an investment. This collaboration helps identify and execute key operating initiatives, accelerate performance, and drive long-term value creation.
For more than two decades, our team has applied this operationally-oriented approach to invest more than $36 billions of equity capital – acquiring controlling or substantial minority interests in 75 portfolio companies and completing more than 100 add-on acquisitions. Our strong operating bench and broad capital market expertise equips us to pursue opportunities that we believe have the potential to benefit from operational and strategic initiatives. The team has developed substantial expertise in a wide range of industries on a global basis with a focus on the following verticals: Consumers, Energy Industry, Healthcare, Industrials, Services.
While Level Edge has found that any one of these company profiles can help drive a successful investment, our largest successes have been realized when multiple components of the above are executed during an investment.
The Level Edge Operational Private Equity Edge
Experienced Investment Professionals and Integrated Global Platform
Level Edge Private Equity has substantial experience as an operationally-oriented investor across multiple industries, geographies, market cycles, and structures. With a team of approximately 670 investment professionals and Senior Managing Directors with an average tenure of 15 years at Level Edge, we have the ability to execute an established and repeatable investment process that seeks to achieve attractive risk-adjusted returns.
Industry-Leading Operating Capabilities
Level Edge Operations and Advisory Company is our operations platform with operating executives and functional experts who work full-time for Level Edge. We believe that few firms maintain a staff and partner network of operating and executive resources of comparable size with such extensive experience.
Level Edge Technology Solutions focuses exclusively on leveraging emerging technology, data, and advanced analytics to drive value across our platform and portfolio of investments. Our expert technologists work closely with Level Edge investment and operating professionals on a variety of initiatives targeted at improving systems and generating value from data.
Our Private Equity team draws upon these resources to seek to create attractive investment opportunities and to plan and implement strategic and operational initiatives designed to drive significant value creation.
“The continuous engagement of our operating and investment teams is a key attribute of operational private equity –
it allows our portfolio companies to have more strategic options, be more competitive in their industries,
and react dynamically to new opportunities.”
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Robust Industry Knowledge
Our investment and operations teams collectively have experience across a range of industries on a global basis, including:
Business Services, Healthcare, Industrial & Automotive, Retail and Consumer, Technology, Real Markets.
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Real Estate
Level Edge is a leading global investor in real estate and real estate-related assets. With extensive experience sourcing and investing across asset classes, property types, and geographies during all phases of the economic cycle, our team has invested approximately $40 billion in real estate transactions since 2005.
Residential Opportunities
Over the past decade, our Residential Opportunities platform has continued to build upon its expertise in residential debt. The team has evolved to earn recognition as an innovator and market leader in securitizing performing residential real estate loans and investing in single-family rental real estate.
Our Residential Opportunities strategies seek to drive value through a combination of capital appreciation and current income, investing primarily in mortgages, loans, and real assets, and leveraging our proprietary asset management platforms to enhance performance and drive value.
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Middle-Market Direct Lending
LevelEdge Business Finance (“LBF”) is a leading agent, direct lender, and originator of senior secured loans for large U.S. middle-market companies. With over $24 billion of investment capacity, including more than $18 billion of assets under management, LBF primarily provides financing solutions to private equity-sponsored companies in a wide variety of industries. Since its founding in 1999, LBF has completed loan transactions with over 1,000 borrowers and more than 265 private equity-sponsored clients, with the majority on a repeat basis.
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Innovation & Engineering
Driving digital and innovation, enabling Leveledge and its customers to thrive in the energy transition to net zero.
We don’t just talk about innovation, we do it – and have been for many years. This track record gives us confidence in continuing to transform, change and innovate at pace and scale, while always focusing on safety – a fundamental component of who we are.
Innovation & engineering (I&E) is the convergence of our science, engineering, and digital capabilities – home to over 50 technical and professional specialists.
Our central engineering and safety & operational assurance authorities set Leveledge-wide requirements and governance, as well as providing guidance and deep technical expertise.
Applied sciences is set across 13 sites, with a research and development spend of $330 million per year, complemented by leading external partnerships, increasingly orientated towards reducing carbon emissions.
We continue to invest heavily in digital, through a multi-billion-dollar annual spend, across four distinct teams, and a new operating model centered on product leadership.
Digital enterprise enables the underlying infrastructure from which over 6,000 stakeholders and 60 sites operate and connect every day. Our security specialists protect and safeguard our systems, assets and people from cybercrime and digital threats. The digital technology team horizon-scans, trials and deploys pioneering new approaches and solutions. And our digital product management team adopts a relentless customer focus, developing products for our businesses to provide the affordable, reliable, and increasingly clean energy the world needs.
“I&E embraces digital and innovation, transforming the present and reinventing the future.”
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Gas & Low Carbon Energy
Integrating our existing natural gas capabilities with significant growth in low and zero carbon businesses and markets, including wind, solar and hydrogen
Gas & low carbon energy (G&LCE) integrates our existing natural gas capabilities with significant growth in low and zero carbon businesses and markets. We will:
- invest in and build renewable energy capacity of 20 gigawatts by 2025 and 50 gigawatts by 2030
- grow our integrated gas portfolio, including equity gas, LNG and merchant portfolio
- further develop our bioenergy offer solutions for aviation, marine and heavy-duty transportation
- create a distinctive position in hydrogen and CCUS, including 10% market share of hydrogen in core markets
- drive new decarbonization technologies and capabilities to create innovative zero carbon energy solutions.
