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  • Call:

    +38 (068) 133-35-89

  • Write:

    lumex.inbox@mail.com

  • Visit:

    742 Crescent road, Toronto, Canada

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Special Situations & Takeovers
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Special Situations & Takeovers

Selective international exposure designed to enhance diversification, resilience, and long-term value creation.

Creating Value Where Complexity Exists

Our Special Situations & Takeovers platform focuses on identifying undervalued or distressed opportunities where market dislocation, financial stress, or structural complexity creates mispricing. We deploy capital with discipline and patience, targeting situations where strong underlying businesses can be revitalized through strategic intervention.

This strategy includes acquisitions arising from NPA, ARC, and NCLT processes, as well as negotiated control transactions and debt-led opportunities. Each investment is evaluated for recovery potential, asset quality, and feasibility of turnaround. Through focused restructuring, governance strengthening, and operational realignment, we aim to unlock value while managing downside risk.

Our approach emphasizes thoughtful execution over speed, with a clear focus on restoring stability, improving performance, and positioning businesses for sustainable recovery or strategic exit.

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Projects
completed
173+
Client
Satisfaction
99%

Core Investment Divisions

Specialized investment strategies across growth, yield, sustainability, and complex opportunities.

 

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Direct Investments & Venture Capital

We invest in high-potential startups and early-growth companies, partnering with founders to scale businesses that create long-term strategic and financial value.

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Real Estate & Yield Assets

This division focuses on income-generating assets designed to deliver stable cash flows and protect capital against inflation.

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Green Energy & Infrastructure

We allocate capital to sustainable infrastructure projects that offer long-duration, annuity-style returns aligned with the global energy transition.

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Global & Strategic Investments

This platform provides selective international exposure to diversify risk and access global growth opportunities.

Faq

Do you have
any questions?

We've gathered answers to frequent questions — but feel free to contact us if you need more clarity.

  • Special situation investments involve assets or businesses facing financial stress, structural challenges, or transitional events that create pricing inefficiencies and recovery opportunities.

  • We pursue distressed acquisitions, NPA and ARC-led opportunities, NCLT-driven resolutions, and control or influence-based takeovers.

  • Complexity, uncertainty, or temporary distress often results in mispricing. Disciplined capital, restructuring expertise, and strategic oversight can unlock underlying value.

  • We invest through both debt and equity structures, depending on the situation, recovery path, and risk-return profile.

  • Risk management includes deep due diligence, conservative valuation, legal and regulatory assessment, and structured downside protection.