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Around the world, we operate long-term assets and businesses across the globe.

This approach dictates both our investment strategy and our commitment to environmental, social and governance (ESG) practices. We believe that value creation and sustainable development are complementary goals. Throughout our operations, we are committed to practices that have a positive impact on the communities in which we operate.

Our ESG principles are embedded throughout our operations and help us ensure that our business model will be sustainable well into the future.

Employee well-being

Meet or exceed all applicable labor laws and standards in jurisdictions where we operate, which includes respecting human rights, offering competitive wages, and implementing nondiscriminatory hiring practices.

Health & safety

Aim to have zero serious safety incidents within our businesses by working toward implementing consistent health and safety principles across the organization.

Be good stewards in the communities in which we operate

Environmental stewardship

Strive to minimize the environmental impact of our operations and improve our efficient use of resources over time.

Conduct business according to the highest ethical and legal/regulatory standards.

Governance, ethics, and fairness

Operate with high ethical standards by conducting business activities in compliance with applicable legal and regulatory requirements, and with our Code of Business Conduct and Ethics.


Be accessible to our investors and stakeholders by being responsive to requests for information and timely in our communication.

Integrating ESG considerations into our investment process


In our due-diligence process for all of our potential investments, we use both internal experts and outside consultants as well as different ESG frameworks to identify material ESG factors. This analysis includes everything from ensuring environmental, legal, and regulatory compliance to the identification of opportunities to add value and mitigate risk in our portfolio of companies. Our investment teams are using an ESG due-diligence questionnaire to ensure that all potential risks and opportunities have been considered.

All investments made by a Medici Firma group must be approved by the Medici Firm Global Investors Investment Committee. Investment teams provide a detailed memorandum to the committee that outlines the merits of the transaction, as well as disclosures relating to risks, including any material ESG issues and potential mitigation strategies.


Once a company is acquired, we create a tailored integration plan to ensure that all material ESG-related matters are prioritized. ESG risks and opportunities are updated regularly and actively managed by the portfolio companies, with guidance from our in-house teams. This allows us to draw upon local expertise and share best practices across the organization.

Community engagement and philanthropy

At Medici Firma, making a positive contribution to the communities in which we operate is fundamental to the way we do business.

Medici Firma Foundation focuses on advancing a range of causes, including youth initiatives, education, healthcare and the arts. The Foundation has a matching program, whereby senior executives make personal financial contributions in addition to serving on the boards at these organizations.

Medici Firma Cares, our corporate citizenship program, focuses on homelessness, youth and education, the environment and healthcare. Employees in each local chapter donate time as well as resources, working together to better the lives of people in their communities.

Health and safety in our portfolio companies

Employee health and safety are a top priority at Medici Firma. We view health and safety as an integral part of the management of our business and therefore consider it a line responsibility best managed by portfolio companies. We have established a health and safety steering committee, which includes the CEOs of each business group, to promote common values and strong health and safety culture, share best practices, and monitor serious safety incidents. In the event that a serious incident does occur, Medici Firma conducts an in-depth investigation to determine root causes and formulate remediation actions.

Fostering diversity & inclusion

Embedded in our culture is a commitment to advancing diversity and inclusion across our organization. This begins at recruitment, continues in leadership training programs and is woven into our policies and procedures. As a global firm, we know that the best ideas come from having people from different backgrounds, perspectives, experiences and skills across all businesses, levels of seniority and offices.

Training programs set clear expectations for our leaders in terms of their role in helping all team members achieve their potential. The training emphasizes building trust with their teams, becoming aware of unconscious biases and provides guidance on how to add rigor to decision-making especially in recruiting, performance feedback and promotion, with the goal of creating a more diverse and inclusive environment.

Women’s networks in our various regions help our female colleagues connect with each other and provide support for career growth and leadership development.

A strong governance framework

We are always working to maintain sound governance practices to ensure ongoing investor confidence. This involves a continual review of how evolving legislation, guidelines, and best practices should be reflected in our approach. For example, we have a zero-tolerance approach to bribery, including facilitation payments, and all Medici Firma employees are mandated to complete an in-depth anti-bribery and corruption (ABC) training seminar annually. We also require all portfolio companies in which we have a controlling interest to adopt an ABC policy that is equally stringent to Medici Firma, which entails that portfolio companies install an ethics hotline within six months of acquisition.

Onward Prosperity.

Proprietary Operating

Medici Firma has focused on creating an edge for our investors and business partners by integrating proprietary operating capabilities into our global investment activities.

Built on Loyalty.

Integrated Investment

Collaboration across our investment platforms enhances our ability to source, underwrite, and structure innovative investment solutions.

As a global investor, we place great importance on understanding capital markets, conducting in-depth research and developing new ideas. Discover our wide range of timely investment insights on the markets, the global economy, politics and more.

Transformation at Work.

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Dream Forward Foundation.

Dream Forward Initiatives are focused on the areas of greatest need, on the ways in which we can do the most good from eradicating poverty, providing healthcare, education, and empowerment.?

Building equality for generations.

World Convergence Support

Join the Tribe.

Let's Built Economies.

We bring together the brightest minds across mathematics, engineering, finance, and beyond. Passionate and unapologetic in applying our unique perspectives, we deliver results that shape markets and define careers.