We were founded in 1994 to serve as the U.S. private equity and property investments correspondent for a European-based family office. As our clientele, activities, and network grew, in 1998 we became part of Lehman Brothers, continuing to grow our business helping downstream energy sector businesses access capital and strategic advice to grow faster. In 2002, backed by Defoe Fournier & Cie., we separated our business from Lehman Brothers, growing since then as an independent "modern merchant bank".

INSPIRED BY TRADITION AND PROSPECTIVE

- MERCHANT BANKING

At first, starting in the 14th century, bankers operated as merchants, buying crops from farmers and selling them at a profit. Soon, acting more as bankers, they introduced bills of trade as negotiable and tradable financial instruments. The result was the introduction of more capital to the trade system. Farmers could increase food production to sell to merchant bankers. A loop that benefited all was created. It was a simple business conducted on a bench in a town square where all participating parties had similar interests.

Over time merchant banks evolved, eventually to what they are now. For centuries merchant banks remained committed to their mission of offering capital and generating ideas for enterprise growth, keeping the alignment of interests for all parties still at the heart of the business.

Visit Wikipedia to learn more about mrechant banking and its history.

- Modern Merchant Banking

To us, "Modern Merchant Banking" means looking forward, supporting our clients and partners whatever the climate, and valuing integrity, prudence, service, and discretion. We use conservative principles, and our insights and experience to see opportunities where others only see risk.

Watch the following video "What is "Modern Merchant Banking?