INVESTMENT BACKGROUND & PHILOSOPHY

Lantern’s special situations merchant banking expertise and experience is founded on our unique and long history of financial restructuring and operational turnarounds. This distinguishes Lantern from other private investment firms. 

Our differentiation is based on the following key elements:

Firm DNA – developed through a consistent emphasis and passion for solving complex problems faced by investors and companies (since the 1990s). These skills and strategies were developed by serving as advisors and investors with leading firms to some of the world’s most demanding clients.

Business Problems in Need of Solutions – our competitive advantage lies in going after situations that typically require both a complex financial restructuring and an operational turnaround.

Agnostic to Debt versus Equity or Industry – our ability to invest across the entire capital structure and remain industry agnostic is designed for us to pursue the fulcrum security with the most downside protection and upside potential across industries.

Relationship Driven Deal Flow (Avoid Auctions) - we seek to utilize our brand and deep relationships with turnaround advisors and industry professionals to generate unique deal flow and avoid auctions. Lantern is known for being an advocate for change rather than an antagonist for control.

Performance – Lantern has a strong track record of superior risk adjusted financial performance for some of the world’s most demanding institutional investors. We are called in to address some of the most challenging financial and operational situations.

 
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LONG TERM PERSPECTIVE & VISION

Lantern’s experience reinforces the belief that risks and opportunities change constantly across cycles and that the best opportunities take time, making them difficult to predict. By building and maintaining a customer driven perspective, a strong team and a sustainable organization, we can leave companies better than we found them.

 
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FOCUS ON
EXECUTION

Lantern stresses that execution, not simply structuring and timing of a given transaction, is critical to developing and protecting asset value. Our senior management and associates are involved throughout the investment life of every project.

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ESTABLISHED NETWORK OF RELATIONSHIPS

The professionals at Lantern have developed extensive relationships from decades of experience across several world-class firms and numerous industries. Our continual focus on the development and maintenance of these key relationships provides a direct and meaningful benefit to the companies in our portfolio.

 
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STRONG ALIGNMENT OF INTEREST

Lantern is committed to remaining a value-oriented, high-service firm where senior executives personally invest in all transactions. Lantern measures success by our ability to drive value for our investors, operating partners and portfolio companies.