Strategy
Consultants
Dedicated to
the Investment
Management
Industry
Strategy Consultants Dedicated to the Investment Management Industry
About Us
We are strategy consultants dedicated to serving investment managers and financial investors globally.
We partner with business leaders on growth strategy, market entry, product development and enhancement, sustainability, M&A and transaction support.
We are an independent partnership founded in 2007, operating across Europe and the U.S. We have been a UN Principles for Responsible Investment (UNPRI) signatory since 2016.
Practices
Our Corporate Strategy team provides asset managers – from the top 10 largest global firms to boutiques and private market specialists – with an actionable roadmap to achieve their growth objectives.
Our Private Equity Advisory team supports financial investors, family shareholders and entrepreneurs throughout their investment lifecycle, including the strategic assessment of new opportunities, build-up strategies, portfolio reviews and vendor due diligence.
Our Sustainable Finance team works closely with investment managers and financial investors to integrate ESG criteria into their strategy and processes and develops new sustainable investment strategies.
Our
Clients
Our clients include:
Private market investment managers, including private equity, venture capital, private credit, infrastructure, natural resources and real estate specialists
Asset managers of all sizes and specialities
Owners of asset management businesses (insurers, banks, financial sponsors and multi-affiliates)
Wealth managers, family offices, insurance companies, FinTechs and WealthTechs
Companies under private equity ownership
Our Team
We are a cohesive team of 85+ consultants with a diverse set of cultural (15+ nationalities) and academic backgrounds. Our diversity gives us perspective and a wider horizon.
Our Values
Client first
Our clients are our top priority. We are passionate about our clients’ businesses and committed to providing them with informed, honest and transparent guidance.
Highest standards
Aiming for the highest standards leads to excellence. Our goal is to exceed client expectations: we lead by example, guided by inspirational managers who serve as role models.
Entrepreneurial spirit
Team empowerment is the source of our continued success: we are and remain entrepreneurs. This spirit drives us to innovate, take ownership of our day-to-day activity and seize growth opportunities.
Companionship
We provide dedicated support to consultants throughout their career and we value a culture that fosters trust, mutual respect and open communication, leading to a strong sense of community. We create a collaborative work environment where consultants genuinely care for and support one another.
Corporate Social Responsibility
Since 2011, Indefi has pioneered high value-added Environmental, Social and Governance (ESG) advisory services to asset managers and private asset investors. We help our clients devise and implement sustainable investment strategies.
We are a recognized contributor to the field of social responsibility via the development of customized methodologies and ESG thought leadership, and we regularly contribute to public knowledge sharing via conferences.
We are an active member of organisations promoting sustainable finance, including the UN Principles for Responsible Investment (UNPRI), the Forum de l’Investissement Responsable (FIR) and France Invest.
Defining our company’s long term CSR objectives and policy
Carefully selecting our suppliers and partners (in terms of rigorous ESG standards)
Engaging with our employees to involve them in best practices within our Group
Joining Us
Indefi is a fast-growing consultancy, focused on the asset management industry. We operate as a flat organization where our team is given opportunities to rapidly develop in a meritocratic, non-hierarchical environment. Explore opportunities to become a part of this dynamic growing team.
