We invest and manage capital and undertake complex strategic transactions for our principals and a limited number of entrepreneur and business family clients, and their related companies and entities.

As investors, we seek differentiated sources of return to achieve investment objectives.

As financial strategists, we strive to contribute to long-term wealth and enterprise growth.

For results, we rely on our independent insights, financial sophistication, global platform, and investment heritage built since 1994 in the U.S. and 1824 in Europe.

ENTER ECONOMIC DATA LIBRARY

Access some of the data and factors shaping the economy and the markets that are monitored, reviewed, and analyzed by our team when making capital allocation, investment, and business decisions.

ENTER CENTER FOR FAMILY BUSINESS

How does one succeed at managing, growing, and transitioning a business while caring for the family and its legacy? See some of the key steps that can help with this question.

YOUR PARTNER IN PRIVATE EQUITY

We partner with private equity operators and seasoned entrepreneurs, investing alongside them and supporting buyout, recapitalization, and growth style transactions.

Our Views, Insights & Updates

Documentary: When Bankers Where Good

In 2011, the partners of Defoe Fournier & Cie. supported the creation of BBC's film about Victorian financiers known for their ethical standards and spectacular philanthropy.