Fundamental
Detailed analysis of businesses, transactions and capital structures
ILV Capital invests across public and private markets where corporate events, structural complexity and market dislocations create compelling investment opportunities
We seek situations where identifiable catalysts and complexity create a disconnect between market price and fundamental value
ILV Capital is an investment firm focused on special situations, merger arbitrage, restructuring and strategic growth capital
Our investment approach combines fundamental research, transaction analysis and disciplined downside assessment
Detailed analysis of businesses, transactions and capital structures
Focus on identifiable catalysts and paths to value realization
Flexibility to invest where complexity or dislocation creates opportunity
Emphasis on downside protection and asymmetric risk / reward
Spin-offs, carve-outs, tender offers, reorganizations and other transformative corporate events
Announced mergers with uncertainty around transaction completion, timing or consideration
Recapitalization, DIP financing, debt-for-equity swaps, turnaround or strategic transition
Pre-listing, uplisting and public-market transition opportunities