We were founded in 1994 to serve as the U.S. private equity and property investments correspondent for a Western European business family, whose entrepreneurial legacy dates back to 1833.
As we grew, in 1998 we became part of Lehman Brothers, helping downstream energy sector businesses access capital and strategic advice, now as part of a $280 billion global financial institution.
In 2002, backed by Defoe Fournier & Cie., we separated our business from Lehman Brothers, proceeding to opportunistically invest private equity in middle market businesses and strategically co-found or acquire significant ownership in financial firms focused on the middle market.