LUMIS PARTNERS

Lumis Partners invests in technology leveraged, growth oriented companies with strong fundamentals and credible management teams. One imperative which we consider sacrosanct in our partner selection is the stickiness to a value system built on ethical practices.

Investment Structures:
We are deal size agnostic and design flexible investment structures based upon the unique nature of the investee firms, such as:

Appropriate mix of equity and debt to give the most optimal impact on P&L and cash flows
Management buy-outs/buy-ins which enable increased operational efficiency and enhanced performance to completely redefine the opportunity of value creation because of the freedom it accords a successful management team
Active public market investments in very selective companies where management/board has a distinct vision to create new services or geographies. Lumis enters such entities with a strong operating play as well as direct or indirect funding through stake acquisition.

Long Term Horizon:
Lumis' first fund is an open ended fund with long-term investment focus. Our investments span a 3 to 5 year timeframe and in special cases we are willing to look at a 7 years horizon. We make investments only when we believe that we have an opportunity to create a sustainable market leader.

This ability to make long term commitments is directly related to our unique source of capital, leveraged from HNI wealth pool generated on exacting principles of entrepreneurship excellence. Our commitment, with open time horizons, lends flexibility to be creative with financial structuring of each transaction based upon the unique nature of each investment.