Great Elm Group Announces Strategic Partnership with Kennedy Lewis Investment Management

Great Elm Group, Inc., a publicly traded alternative asset manager, has announced a transformational strategic partnership with Kennedy Lewis Investment Management, an institutional alternative investment firm. This partnership will deliver up to $150 million in leverageable capital to support continued growth across Great Elm's real estate platform, which includes Monomoy Properties REIT, Monomoy CRE, Monomoy Construction Services, and Monomoy BTS.

Key Takeaways:

• Kennedy Lewis Investment Management purchases 4.9% of Great Elm Group's common stock at market price, approximately $2.11 per share.
• $150 million of term loans in total strategic financing for Monomoy Properties REIT from KLIM to catalyze growth across the Monomoy industrial real estate platform.
• KLIM appoints board representatives at both Great Elm and Monomoy REIT, underscoring its commitment to a long-term partnership.
• The partnership will deliver up to $150 million in leverageable capital to support continued growth across Great Elm's real estate platform.
• Great Elm Real Estate Ventures will consolidate GEG's real estate subsidiaries, including MCRE, MCS, and MBTS.
• The KLIM financing will substantially improve Monomoy REIT's cost of capital and allow for the refinancing of existing convertible debt and repayment of key credit facilities.
• The capital will be used to fund new acquisitions and further scale Monomoy's operations.

Statistics:

• $150 million in total strategic financing for Monomoy Properties REIT from KLIM.
• 4.9% of Great Elm Group's common stock purchased by Kennedy Lewis Investment Management at market price, approximately $2.11 per share.
• Over $30 billion in assets under management by Kennedy Lewis Investment Management.
• Great Elm Real Estate Ventures to consolidate GEG's real estate subsidiaries, including MCRE, MCS, and MBTS.

Sources:

• GlobeNewswire release dated July 31, 2025
• Great Elm Group, Inc. website
• Kennedy Lewis Investment Management website
• SEC filings of Great Elm Group, Inc.
• Business Wire article "Great Elm Group Announces Strategic Partnership with Kennedy Lewis Investment Management" dated July 31, 2025.