León Barrena Rodríguez & Equity Partners (“LBR&EP”) is a private equity platform specializing in management services organizations (MSO) opportunities, with a dedicated focus on the legal, accounting, and government affairs sectors of the professional services industry across North American markets.

Through its permanent capital vehicle, LBR&EP will buy, hold, and incubate professional services firms, complemented by active involvement in AI-rollup transactions across the industry.

Who we are

LBR Equity Partners’  with outstanding management teams, seeking to grow their practices to drive transformational change through strong partnerships. We partner with some of North America's leading teams and firms, providing them with permanent capital, intrinsic value or equity-related instruments through minority or majority stakes. 

LBR&EP works with founders and management teams to enhance growth and reach of leading firms across North American markets. Our focus is to seek clear opportunities to add value through; Organic Growth, Strategic M&A and Operational Improvement. 

As we bring resources from a mixture of financial, deep sector experience, IP and a true commitment to building the businesses that uphold tomorrow’s economy. 

We have developed a differentiated approach to an alternative investment strategy based on innovation, organic growth, and a culture of openness and collaboration. Where we can, we guide companies' management teams to raise their ambitions, and support innovations that lead to an elevated human society. We focus on three distinct investment strategies: Growth Equity, Opportunistic Opportunities, and Co-Investments.

Copyright © 2026 León Barrena Rodríguez & Equity Partners, León Barrena Rodríguez & Partners, Morgans and/or affiliates (“LBR”).

Quiénes Somos

LBR Equity Partners se asocia con equipos directivos de excelencia, que buscan expandir sus prácticas y generar un cambio transformacional a través de alianzas sólidas y estratégicas. Nos asociamos con algunos de los equipos y firmas líderes de Norteamérica, proporcionándoles capital permanente, valor intrínseco o instrumentos relacionados con equity a través de participaciones minoritarias o mayoritarias.

LBR&EP colabora con fundadores y equipos directivos para potenciar el crecimiento y el alcance de firmas líderes en los mercados de Norteamérica. Nuestro enfoque consiste en identificar oportunidades claras de creación de valor mediante: Crecimiento Orgánico, Fusiones y Adquisiciones Estratégicas, y Mejora Operativa.

Aportamos un conjunto de recursos que combina expertise financiero, conocimiento profundo de sectores específicos, propiedad intelectual y un compromiso genuino con la construcción de negocios que sustentan la economía del mañana.

Hemos desarrollado un enfoque diferenciado de estrategia de inversión alternativa, basado en innovación, crecimiento orgánico y una cultura de apertura y colaboración. Siempre que es posible, guiamos a los equipos directivos de las compañías para elevar sus ambiciones y respaldamos innovaciones que contribuyen a una sociedad humana más avanzada. Nos enfocamos en tres estrategias de inversión diferenciadas: Equity de Crecimiento, Oportunidades Oportunistas y Coinversiones.

LBR&EP’s Differentiation

Deep Relationships

Existent GP relationships and core GP relationships with high quality managers

AI-first infrastructure

Proprietary AI-powered infrastructure that drives superior deal sourcing, due diligence, portfolio monitoring, and operational efficiency.

Efficient Deployment and Liquidity

Rapid expected deployment putting cash to work and efficient cash management aiming to offer liquidity to investors

Disciplined Thematic Investment Strategy

A rigorous, research-driven approach focused on high-conviction thematic opportunities with clear value creation pathways.

Managing Operations in-house

LBR&P and LBR&EP manages operations in-house across more than 3 countries, allowing for OPEX reduction of up to 70%

Investor-First Model

A governance and economic structure explicitly designed to align with and prioritize investor returns and long-term interests.

LBR&EP North American Professional Services I  (“LBR&EP PSNA I”) Fund Terms

1

General Partner (GP)

 LBR GP I, LLC.


2

Management Company & Fee

LBR Equity Partners, LLC. & 1.5%


3

Fund Currency

USD


4

Minimum Investment

Minimum Capital Contribution of USD $25,000 +


5

Initial Fee (setup)

None


6

Carried Interest

The General Partner shall be entitled to a carried interest equal to 15% of the Fund’s profits after the Limited Partners have received a preferred return of 8% per annum, subject to a 50/50 catch-up.


Fund Expenses

7

The fund third-party fees incurred in connection with fund deal structuring, legal and advisory services, finder’s fees, and origination fees


8

Capital Calls

Quarterly in advance, target to mirror LBR&EP PSNA I's capital calls.


9

Tax Status

Under the proposed structure, the Fund is proposed to be structured in US that will be treated as a tax-transparent partnership for U.S. federal income tax purposes. For full details regarding the tax treatment of the Fund and its investors, please refer to the Private Placement Memorandum.


10

Other Charges

Under the proposed structure, the Fund is proposed to be structured in US that will be treated as a tax-transparent partnership for U.S. federal income tax purposes. For full details regarding the tax treatment of the Fund and its investors, please refer to the Private Placement Memorandum.


Traditional Fund Terms

Traditional General Partner (GP)

Traditional fund typically a third-party or sponsor GP with limited transparency


Management Company & Fee

2%


Fund Currency

USD


Minimum Investment

Minimum Capital Contribution of USD $250,000


Initial Fee (setup)

Varies


Carried Interest

20%


Fund Expenses

Broad range of expenses passed through to investors, including acquisition, due diligence, legal, advisory, exit transaction costs, and multiple layers of finder’s/introducer fees


Capital Calls

Comparable frequencies are generally highly variable and deal-driven, depending on the specific fund structure and type, with advances frequently provided as needed


Tax Status

Varies by fund structure. Most private funds are structured as pass-through entities. Please refer to the fund’s offering documents.


Other Charges

LBR&P (León Barrena Rodríguez & Partners) and LBR&EP (León Barrena Rodríguez & Equity Partners) are separate and distinct businesses. LBR&P operates the professional services business of the platform. The operations maintain independent governance structures, engage in distinct lines of business, and perform separate and independent functions.

Each business conducts its activities under its own legal, regulatory, and fiduciary framework, ensuring clear delineation of roles, responsibilities, and accountability. This separation is fundamental to the platform’s design and is maintained at all times to preserve the independence and integrity of both the professional services and equity operations.

Additional fees frequently charged for various services, amendments, or transactions


Please note: Past performance is not an indicator of future results. Capital at risk. Final proposed, fund structure and terms subject to change. Deal closing is not guaranteed. Investment date for non-closed deals is an expected closing date.

Please refer to the offering documents of the Fund for a fuller discussion of the Fund terms. The description herein is qualified entirely by reference to the offering documents. Investors are advised to consult their own tax advisers within their country of residence.

LBR&EP, refers to “LBR Equity Partners,” is a private equity platform focused on management services organizations (MSO) opportunities with a specialization on professional services; legal, government affairs and accounting across North America.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity.

The information on this website is intended for United States of America residents only. If you are a non-U.S.A resident, please feel free to message us at ir@lbr-global.com. This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations.

The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, any historical performance information of other investment vehicles or composite accounts managed by León Barrena Rodríguez & Equity Partners and/or its subsidiaries (together, “LBR&EP”) included in this material is presented by way of example only. No representation is made that any performance presented will be achieved, or that every assumption made in achieving, calculating or presenting either the forward-looking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example. Past performance is no guarantee of future results.Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

The Information provided does not constitute a solicitation of an offer to buy, or an The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by LBR&EP to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy.

FOR INSTITUTIONAL, FINANCIAL PROFESSIONAL, AND PERMITTED CLIENTS USE ONLY. THIS MATERIAL IS NOT TO BE REPRODUCED OR DISTRIBUTED TO PERSONS OTHER THAN THE RECIPIENT.

León Barrena Rodríguez & Equity Partners is an innovative private equity firm with deep industry expertise that deploys a broad range of investment management and advisory services that serves a diverse mix of institutional and retail clients across our North American markets.

NOT FDIC INSURED MAY LOSE VALUE NO BANK GUARANTEE

Copyright © 2026 León Barrena Rodríguez & Equity Partners and/or affiliates (“LBR&EP”).

All rights reserved.

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