Historically we do business with business owning families and closely held businesses with enterprise values of $5 - $500 million, globally. While working with related family offices & companies, and a select group of non-related enteties, around 100 in total, we develop in-depth knowledge and understanding of their objectives and priorities. We understand both the financial and non-financial considerations when thinking about the future of our financial partners given that we are very similar to many of them, being a combination of several, merged over decades, family offices and industrial families. Senior Directors and Partners of Defoe, and members of its Board of Corresponding Advisers serve on over 95 company and foundation boards and advisory boards.
We frequently invest shoulder-to-shoulder with our partners, perfectly aligning interests with them.
MERCHANT BANKING ACTIVITIES
We invest shoulder-to-shoulder with our partners and related entities, perfectly aligning interests with them. Our capital, provided by our firm's partners' capital accounts, follows the discipline established in mid-1990's: taking non-controlling equity ownership in established core industry companies with low leverage orientation.
Project Finance & Commodity Banking
Our project finance and commodities banking group underwrites financial structures under $25 million, tailor-made to meet the needs of highly specialized situations providing capital through deployment of time-tested financial structures such as sale-leaseback of fixed assets, commodity off-taking financing, long-term cash flow dispositions, etc..
Our partners regularly serve on the boards of directors of closely-held companies, helping boards specifically on the subjects of strategy definition and implementation, and special situations.
WITH WHOM WE DO BUSINESS
Business Owning Families
Enterpreneurial families, in the 1st generation of business wealth formation stage or in multi-generaltional wealth organization stage.
Closely Held Businesses
Companies owned by a small group of shareholders with enterprise values of $5 million to $500 million.
Executives & Management Teams Looking to Acquire
Successfull and busy executives who value the high-touch, tailored and proactive approach to an acquisition meant to be an opportunity of a lifetime. They want to be truly successful and recognize that less than 10% of all business acquirers successfully complete a deal by themselves, and strive to learn and follow a proven process dramatically increasing their success rate in closing a transaction and establishing a multi-generational wealth continuity.
Senior Partner of Smaller Private Equity Firms
Key partners of successfull small and mid-size private equity firms who accumulated ownership in numerious companies and are realizing the need to diversify, reduce risk, increase liquidity, and essentially establish business and family wealth continuity.
Smaller Private Equity Firms
Smaller private equity firms investing in companies with enterprise values of $5 to $50 million.
NOTICE: Defoe Partners & Co. and related entities (collectively Defoe Partners) only offers services and products where it is allowed to do so: therefore, not all of our products or services may be available to you. Defoe Partners, when acting as investor, does so as a private investment group. It does not solicit funds for management or co-investment from unrelated parties. All investment activities are conducted exclusively for the benefits of shareholders/partners/owners of Defoe Partners who also bear all risks related to all investment activities.