Strategic Partner
Lynk & Co
A strategic partner of Cadmus Investment Management — one of the relationships through which the firm sources, assesses, and supports opportunities in its chosen sectors.
A strategic partner of Cadmus Investment Management — one of the relationships through which the firm sources, assesses, and supports opportunities in its chosen sectors.
Lynk & Co is a European automotive brand that has approached car ownership from an unusual direction. Part of the Geely group, it pairs contemporary design and connected-car technology with a subscription-based ownership model intended to fit the way a younger, urban generation actually wants to use a vehicle. Its design and engineering draw on operations across Sweden and China.
The strategic interest of Lynk & Co lies in the meeting of two things: a genuinely different commercial model and the industrial backing of one of the world's largest automotive groups. New ownership models are easy to describe and hard to deliver, because they demand both a compelling product and the manufacturing scale to make it economic. Lynk & Co's position gives it access to both.
Lynk & Co opens access to automotive, electric mobility, and the new ownership models reshaping how vehicles are bought and used. It is a sector in the middle of a structural transition — from combustion to electric, from ownership to access — where incumbents and insurgents alike are still discovering what the future looks like.
Through Lynk & Co, and behind it Geely's manufacturing base, Cadmus Investment Management can approach that transition with a partner at its leading edge. Opportunities in mobility can be assessed against the reality of a brand experimenting with subscription ownership and connected services, and against the industrial capacity required to turn such experiments into scaled businesses.
The most promising co-investment opportunities alongside Lynk & Co lie in electric vehicles and their components, mobility subscription and access models, connected-car software, charging infrastructure, and fleet technology.
In each of these, Lynk & Co's model and Geely's manufacturing base open a path to market that is otherwise very hard to reach. A charging or fleet-technology company, a connected-car software business, or a subscription-platform builder gains a route to a real automotive brand and to the industrial scale of a major group — the two ingredients mobility ventures most often lack.
Cadmus Investment Management brings the patient, structured capital that capital-intensive mobility businesses require, and the discipline to underwrite the long development timelines the sector involves. Pairing an innovative brand and a global manufacturer with a long-horizon investor gives promising companies both the industrial path and the financial runway to reach scale.