What INDEFI does

INDEFI is an independent strategy consulting partnership founded in 2007 and headquartered in Paris, France, dedicated exclusively to the global investment management industry. The firm operates three integrated practices: Corporate Strategy (growth roadmaps, market entry, product development, and M&A support for asset managers), Private Equity Advisory (commercial and vendor due diligence, value creation plans, and exit support for PE firms and their portfolio companies), and Sustainability Advisory (ESG integration, sustainable investment strategy, and sustainability due diligence). Clients span PE, VC, private credit, infrastructure, real estate, and natural resources funds, as well as traditional and alternative asset managers, insurers, banks, wealth managers, family offices, FinTechs, and PE-owned portfolio companies.

The firm delivers through a senior-led direct engagement model with no intermediary channels. Average mission durations of 2-8 weeks yield project-based, quote-driven professional services revenue determined by scope, team composition, and complexity. INDEFI has no proprietary technology platform; its value is delivered through human expertise, augmented by a joint venture with digital transformation consultancy Singulier and more than 20 partnerships with sustainability-focused SaaS platforms that support ESG assessments, climate analysis, biodiversity tracking, and impact measurement.

INDEFI's team of 85+ consultants from 15+ nationalities operates from offices in Paris, London, Madrid, Lyon, Düsseldorf, and New York. The firm has been a UN Principles for Responsible Investment signatory since 2016 and pioneered ESG advisory for asset managers and private asset investors in 2011. Notable institutional assets include a newly appointed Global Advisory Board of senior industry figures, 500+ companies supported on sustainability integration, and a multi-decade track record of transaction advisory. Recent strategic moves center on UK market entry, formalization of the sustainability practice under co-heads, and senior leadership additions aimed at scaling institutional reach.

Name

INDEFI

Legal name

INDEFI Group SARL

Website

https://indefi.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

101–250 employees

Short description

INDEFI is an independent Paris-based strategy consulting partnership founded in 2007, dedicated exclusively to the global investment management industry across corporate strategy, private equity advisory, and sustainability advisory practices, serving PE firms, asset managers, and institutional investors with a team of 85+ consultants across Europe and the U.S.

Ownership category

akta.pro rank

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Strategy Consulting Services: Professional consulting fees generated through advisory engagements with asset managers, private equity firms, and financial investors. Revenue derived from project-based consulting assignments across Corporate Strategy, Private Equity Advisory, and Sustainability Advisory practices. Average mission duration ranges from 2-8 weeks depending on practice area.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

INDEFI is a strategy consulting partnership that sells bespoke advisory services exclusively to the global investment management industry. Through three practices — Corporate Strategy, Private Equity Advisory, and Sustainability Advisory — the firm partners with business leaders on growth strategy, market entry, product development, M&A and transaction support, vendor due diligence, and ESG/sustainability integration.

Product overview

INDEFI is a strategy consulting partnership offering three integrated practice areas: Corporate Strategy (providing growth roadmaps for asset managers), Private Equity Advisory (supporting PE firms throughout investment lifecycles), and Sustainability Advisory (ESG integration and sustainable finance consulting). The practices operate as a unified consulting service focused on the investment management industry, with capabilities spanning strategy development, M&A support, sustainability due diligence, and digital transformation advisory through a joint venture with Singulier.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Strategy Practice
• Private Equity Advisory Practice
• Sustainability Advisory Practice

Quantifiable outcome

• 500+ companies supported in sustainability integration
• +4 more outcomes

Named customers17 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• SinguliercoreTechnology or IntegrationUnique alliance with digital transformation consultancy Singulier to enrich strategic recommendations with digital/tech perspective. Helps clients improve investment strategies by integrating digital transformation expertise into due diligence and value creation assessments. Joint venture covering strategic and digital vendor due diligence projects.
• Sustainability SaaS PlatformscoreTechnology or IntegrationOver 20 partnerships with sustainability-focused SaaS platforms that support the validation and execution of sustainability projects. These platforms support ESG assessments, climate analysis, biodiversity tracking, and impact measurement for client engagements.
• Amala PartnersminorStrategic or Co-development PartnerCo-host of Sustainability Talks event series, first edition held January 2024 with Françoise Raoul-Duval, CEO of DIAM Group. Collaborative thought leadership initiative in sustainable finance.
• France InvestminorStrategic or Co-development PartnerPartnership in 2024 for dedicated initiative to integrate sustainability into M&A value creation strategies. Collaboration with French private investment association.
• iCI (Institutional Investors Group on Climate Change)minorStrategic or Co-development PartnerSupported iCI in development of guidance document 'A Case for Net Zero in Private Equity' in 2022. Contributing to industry thought leadership on climate action.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Alpha FMC: Alpha FMC is a global consultancy dedicated to the asset and wealth management industry, providing strategy, distribution, operations, and technology consulting. It is the most direct competitor to INDEFI in the specialist investment management consulting space.
• Casey Quirk by Deloitte: Casey Quirk is a strategy consultancy within Deloitte focused exclusively on asset and wealth management, advising on growth strategy, M&A, and organizational design. It directly overlaps with INDEFI's Corporate Strategy practice for asset managers.
• Mercer: Mercer is a global consulting firm that advises asset managers, institutional investors, and financial institutions on investment strategy, manager selection, and M&A. Its investment consulting and asset management advisory practices directly compete with INDEFI's core offerings.
• Sia Partners: Sia Partners is a management consulting firm with a strong financial services practice, including asset management and private equity advisory. It competes with INDEFI for strategy, transformation, and due diligence engagements in France and across Europe.

Broad incumbents

• Roland Berger: Roland Berger is a global strategy consultancy with a financial services practice covering asset management and private equity. It is a broader incumbent competitor to INDEFI, with greater scale and a more diversified sector footprint, including several former INDEFI principals in its ranks.
• Bain & Company: Bain is a top-tier global strategy consulting firm with a dedicated Financial Services practice advising asset managers and PE firms. As a broader incumbent, it competes with INDEFI for large strategy engagements with the top tier of global asset managers and PE sponsors.
• McKinsey & Company: McKinsey is a leading global management consultancy with extensive asset and wealth management and private equity coverage. It is a broad incumbent that competes with INDEFI on large-scale corporate strategy and M&A engagements with global financial institutions.
• Boston Consulting Group (BCG): BCG is a top-tier global strategy firm with a strong asset management practice and dedicated PE/infrastructure coverage. As a broad incumbent, it competes with INDEFI for growth strategy and due diligence mandates with large global asset owners and managers.
• Oliver Wyman: Oliver Wyman is a global management consulting firm with a deep Insurance and Asset Management practice. It competes with INDEFI across strategy, distribution, and operations projects in asset and wealth management.
• EY-Parthenon: EY-Parthenon is the strategy consulting arm of EY, with a strong financial services practice covering asset management and private equity transaction advisory. Several former INDEFI professionals have joined EY-Parthenon, and the firm competes directly for due diligence and corporate strategy mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/indefi
• Xx.com/indefi_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles28 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about INDEFI