Investment Platform
Agility Securities II

Investment Platform

The financing and acquisition of NEXUS Aviation SCSp LP units can be structured on a bespoke basis through notes issued by Agility Securities II, a Luxembourg securitisation fund.

I. Our Approach

Bespoke Structuring
via Agility Securities II

The financing and acquisition of Limited Partnership units (LP units) in NEXUS Aviation SCSp can be fully structured through notes issued by Agility Securities II, a multi-compartment Luxembourg securitisation fund managed by Lean Solutions II SARL. Each structuring is designed on a bespoke basis according to the client's specific objectives.

Agility Securities II is a fiduciary portfolio without legal personality, established for an unlimited duration under Luxembourg law. It enables the issuance of a broad range of financial products — from classic notes to actively managed certificates — tailored to each investor profile, whether high-net-worth individuals, family offices, or institutional investors.

Legal Framework

Governed by the Luxembourg Securitisation Law of 22 March 2004, as amended by the Law of 9 February 2022.

Luxembourg
Lean Solutions II × Agility Securities II

Two structures. One solution.

II. How It Works

The Aircraft Dematerialised
as a Financial Note

Aircraft cabin
NEXUS Aviation SCSp
LP Units → Notes

Through the securitisation structure, the aviation asset is converted into a financial note that confers on its holder a right of claim over the aircraft's revenues and value. This dematerialisation enables flexible co-investment, simplified portfolio management, and streamlined succession planning.

The dedicated Agility Securities II compartment securitises the shares and/or debt of the aircraft holding structure. The notes issued are indexed to the total return of the aviation asset, encompassing charter revenues and capital gains at exit.

01
NEXUS Aviation SCSp
LP Units / Aircraft
02
Agility Securities II
Dedicated Compartment
03
Notes Issuance
Bespoke structuring
04
Investors
HNWI · Family Offices · Institutional
III. Structuring Options

Two Approaches
Fully Customisable

Option A

Direct Asset Ownership

The compartment raises funds through note issuance and a possible bank loan, then finances the holding company that directly acquires the aircraft. The compartment holds the shares and/or debt of the holding entity as its underlying assets.

Notes + Bank LoanCompartmentHolding Co.Aircraft
Option B

Loan Securitisation

The compartment raises funds via notes and a bank loan, then grants a secured loan to the holding company, with the aircraft as collateral. The compartment securitises both the shares and the debt of the holding entity. Debt service is backed by the cash flows generated by the aviation asset.

Notes + Bank LoanCompartmentSecured LoanAircraft (Collateral)

Both structures are designed to ensure precise matching between debt service obligations and the cash flows generated by the underlying asset. Applicable for aviation assets with a value exceeding €5 million.

IV. Key Benefits

Why Structure
via Agility Securities II?

Optimised Tax Treatment

The compartment holds the aircraft under its own distinct tax rules, potentially creating a more efficient holding structure than direct personal ownership.

Dematerialised Asset

The aircraft is converted into a note conferring a right of claim, streamlining portfolio reporting, transferability, and succession.

Ring-Fenced Structure

The segregated compartment maintains entirely separate assets and liabilities, providing robust creditor protection and investor clarity.

Governance & Oversight

Holding the notes confers oversight rights over compartment asset management, ensuring noteholders maintain visibility and control over the underlying aviation asset.

Economies of Scale

The volume of aviation assets within the platform generates significant economies of scale on management, maintenance, and administrative costs.

Simplified Succession

Distribution during succession is significantly simplified through note transfer mechanisms, avoiding the complexities of direct physical asset ownership.

VI. Bespoke Structuring

A Solution Tailored
to Your Objectives

Whether your objective is refinancing, liquidity access, risk transfer, or balance sheet optimisation, Agility Securities II and Lean Solutions II design a competitive, tailor-made securitisation solution. Every mandate benefits from deep structuring expertise and end-to-end support.

Investor Enquiry
Client advisory and needs assessment
Customised structuring schemes
Risk analysis and market intelligence
Preparation of all legal documentation
Day-to-day financial monitoring and regular reporting
Investor relations and transparent communication
V. Banking Partners

World-Class
Institutional Network

Custodian banking partners are drawn from among the world's largest and most reputable financial institutions, ensuring robust custody, settlement, and counterparty infrastructure for every transaction.

Barclays

One of the world's leading international banks, providing custody, clearing, and institutional banking services across major financial centres.

Citibank

A global leader in institutional banking with deep expertise in structured finance, custody, and cross-border transaction services.

Crédit Agricole

One of Europe's leading banking groups, providing institutional banking, custody, and structured finance services through a global network.

Warwyck Private Bank

A dedicated private banking institution offering tailored custodial and wealth management services aligned with UHNWI and family office requirements.

Important Notice

This information is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. Investment in the Notes described herein is only available to professional investors as defined under applicable Luxembourg law. Investors should carefully review the full offering documentation and consult with their legal, tax, and financial advisors before making any investment decision.

Request the Full Information Memorandum

Contact our investor relations team to receive the complete offering documentation, including all financial terms and subscription conditions.

Investor Enquiry