Invesco

Invesco Ltd., established in 1935, is a global investment management firm headquartered in Atlanta, Georgia. It offers a broad range of investment capabilities across equity, fixed income, and alternative asset classes, serving a diverse client base including retail investors, institutions, and sovereign wealth funds. The firm manages over $926 billion in assets (as of November 30, 2018) through specialized investment teams, delivering tailored solutions across major markets and sectors. Invesco's subsidiaries, such as Invesco Canada Ltd. and Invesco Capital Management LLC, provide additional services and expertise, further enhancing the firm's global reach and capabilities.

Justin Leverenz

Chief Investment Officer, Developing Markets Equities

Past deals in Investment Banking

Asia Dragon Trust

Acquisition in 2025
Asia Dragon Trust is an investment trust based in the United Kingdom, dedicated to providing investors with access to reputable businesses in the Far East, excluding Japan and Australasia. The primary objective of the trust is to achieve long-term capital growth through investments in the stock market, focusing on large companies deemed attractively priced. The trust maintains a diversified portfolio across various sectors, including Aerospace & Defence, Banking, Automobiles, Construction Materials, Industrial Conglomerates, Real Estate Management and Development, and Wireless Telecommunications Services. Performance is measured against the MSCI All Country Asia (ex-Japan) index, allowing the trust to evaluate its investment effectiveness in the region.

Flowcarbon

Series A in 2022
Flowcarbon, founded in 2021 and headquartered in New York, specializes in carbon token technology aimed at accelerating decarbonization through nature-based climate initiatives. The company provides token-backed carbon credits that are directly linked to premium renewable energy projects, ensuring benefits that prioritize climate mitigation, local and indigenous communities, and biodiversity protection. Flowcarbon's expertise in investment banking, project finance, and financial markets allows it to offer innovative capital solutions tailored for businesses in infrastructure and decarbonization sectors. By focusing on high-quality project development and credit portfolio services, Flowcarbon enables companies to effectively offset their carbon emissions and contribute to sustainable environmental practices.

Hum Capital

Series A in 2021
Hum Capital is the funding platform that connects great companies with the right capital. Hum offers companies raising up to $50 million the most efficient, transparent path to growth. Hum’s Intelligent Capital Market uses AI to translate volumes of a company’s financial data into the clearest picture of their value, so they can fundraise with confidence, on the best terms for their business. Investors on Hum’s platform gain investment insights and a personalized deal flow built on company data they can trust. For more information, visit HumCapital.com.

Aumni

Series B in 2021
Aumni is a data-driven investment analytics platform based in the United States, specifically designed for private capital markets, including venture funds, family offices, university endowments, and corporate venture firms. Founded by former corporate attorneys Tony Lewis and Kelsey Chase in Salt Lake City, Aumni utilizes a combination of artificial intelligence and human expertise to extract and analyze critical deal data from complex legal agreements. The platform provides strategic insights related to the economic positions and legal rights of investors by converting intricate deal data into a clear, complete, and accurate dataset. Additionally, Aumni conducts audits and analyses of transactions to ensure the completeness and accuracy of documentation, thereby enabling investors and venture firms to make informed decisions based on a comprehensive understanding of their investments. The company has successfully analyzed a vast array of private capital data, representing investors with over $1 trillion in assets under management.

Clarksons

Post in 2019
Clarkson PLC, established in 1852, is a global provider of integrated shipping services. It operates through four divisions: Broking, Financial, Support, and Research. The Broking segment facilitates transportation of various cargoes and handles sale and purchase transactions. The Financial segment offers investment banking services, structured finance, and freight derivatives. The Support segment provides port agency, freight forwarding, and marine supplies. The Research segment offers shipping data, analysis, and publications, serving clients in finance, government, insurance, and shipbuilding sectors. Clarkson PLC is headquartered in London, UK.

OppenheimerFunds

Acquisition in 2018
OppenheimerFunds, Inc. is a privately owned investment manager established in 1959, based in New York City with additional offices in Rochester, London, Salt Lake City, and Centennial. The firm provides a comprehensive range of investment services, including asset management, retirement planning, mutual funds, separately managed accounts, and investment management for institutions. It serves a diverse clientele comprising financial advisors, individual investors, corporations, and endowments. OppenheimerFunds focuses on launching and managing equity, fixed income, balanced, multi-asset mutual funds, and hedge funds, employing fundamental analysis and external research to guide its investment strategies. The firm invests across public equity, fixed income, and alternative markets globally. As of May 24, 2019, OppenheimerFunds operates as a subsidiary of Invesco Ltd.

Source ETF

Acquisition in 2017
Source is uniquely positioned to deliver highly liquid products that respond to the challenges and opportunities of the market They partner with some of the world’s largest investment houses and asset managers to create products that either offer exposure to new opportunities in the market or deliver existing strategies more effectively. They work together to ensure all of their products are efficient and transparent. On top of this, they work closely with some of the most well respected trading houses in Europe to ensure that their products are also priced as fairly as possible and are tradable throughout the day. Source is a global investment firm and one of the fastest growing European providers of exchange traded products (ETPs) By focusing on the ever-evolving needs of investors, they have grown assets under management to more than $19 billion (as at 30 July 2014) since their launch in April 2009, and during this time investors have traded more than $575 billion of Source’s products. They offer investors an efficient and transparent way to invest in equities, fixed income and commodities, as well as some alternative asset classes. Their ETPs are open-ended and domiciled in Dublin.
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