Back to top
Share

Model & Strategy

Our multi-disciplinary investment platforms operate in an integrated manner to provide our investors with expertise across asset classes, sectors, and geographies.


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

We leverage our deep resources within our platforms, and investment flexibility across them, to deliver sharper insights, uncover greater opportunities, and deploy capital where we see the most compelling value.

We aim to deliver attractive and consistent returns to shareholders over the long term, and at relatively low risk.

An investment in Medici Firma offers shareholders exposure to a growing market worth c.$5.3tn globally where the best private equity managers might otherwise be inaccessible to shareholders. It is our aim to bring the strong credentials of private equity and its track record of outperforming public markets to a wider set of investors.

It is our mission to generate sustainably high investment returns through a well-managed, institutional-grade portfolio built by investing with the best private equity managers globally. Medici Firma has a well-established platform built on three strategic pillars of primary, secondary, and co-investments, with each offering its own merits. We believe that by combining the three ways of accessing private equity investments, we are able to:

  • Build and maintain a well-balanced portfolio in a combination that we monitor and manage with the aim of maximizing capital growth;
  • Manage the maturity profile of our assets so that our portfolio remains naturally cash-generative on a sustainable basis;
  • Ensure that the vehicle remains as cost-effective for our shareholders by reducing any potential drag on returns.

As portfolio companies are sold by our private equity managers, Medici Firma’s share of the cash that is generated from those sales is deployed into new investment opportunities.

Business Model

Our investment process

01.

Deals are originated via Medici Firma's well‑established platform

02.

Within our diversified portfolio, we aim to back the best managers globally that are able to identify and create value in growing companies

03.

Cash generated when those companies are sold is returned to Medici Firma and redeployed into new investment opportunities

Our Investment Strategies

We invest in a new private equity fund when it is established

  • Captures exposure to top-tier, well-recognized managers as well as to smaller niche funds that are generally hard to access.
  • Targets leading managers predominantly in the US and Europe, with a focus on funds rarely available in the secondary market.

We purchase the interests of an investor in a fund or funds typically late into, or after, the investment period. We also acquire interests in individual companies through secondary sales by the existing owner.

  • Targets favoured funds and companies at a stage when the underlying assets’ performance is visible and the funds are realising investments, returning cash to Medici Firma more quickly.
  • One of the advantages of investing in secondaries is that earlier fees will have been borne by the seller so total expenses are lower.

We invest in a portfolio company directly, alongside a private equity fund, during the investment period

  • Invests in the securities of individual companies with attractive characteristics at the exclusive invitation of Medici Firma’s private equity managers.
  • This boosts performance potential because there are typically very low or no fees, making it a cost-effective way of capitalizing on the high value-added by Medici Firma’s selected managers.

Medici Firma has a robust approach to managing risk at all stages of the investment process.

The best managers are able to deliver market-beating returns over the long term, but the performance of individual private equity managers can vary more widely than the performance of other types of asset managers. Medici Firma provides access to many of the best private equity managers in the world through a well-diversified portfolio of funds and underlying company investments.

Cross Investments & Team Support

Global Investment Support
Group

Medici Firma delivers critical support to investment teams and portfolio companies around the world across a spectrum of specialty areas through an integrated Investment Support Group. Consistent with the firm’s culture of alignment with limited partners and management teams, these services are offered to portfolio companies without charge.

Ideas to Inspire. Insights to Accelerate.

Our perspectives on all things technology, investing, operations, and company culture.

Medici Firma August 4, 2021

Change in Capital Treatment for Insurer Investments in “Principal Protected Securities”

On May 14, 2020, the Valuation of Securities (E) Task Force (VOS Task Force)

Read More
Medici Firma July 29, 2021

The digital Yuan, digital Euro, and the Diem: Key issues for public debate

As momentum grows globally for the development of central bank digital currencies (CBDCs), it

Read More
Medici Firma July 28, 2021

The SPAC Bubble Is Not Bursting Anytime Soon

The rapid proliferation of SPACs — blank check companies raising funds through IPOs in

Read More
Medici Firma May 18, 2021

Financial Engineering Can Advance Corporate Strategy

Financial Engineering Financial Engineering Can Advance Corporate Strategy Leaders of successful businesses build long-term

Read More

World Convergence Support

Equality for Generations.

@ietbhq

International Exchange Trade
Board

Democratizing Global Capital Markets for Companies and Investors.

@imfschq

International Monetary & Financial Development Association

Next Generation Intelligent Monetary System

Insurance & Reinsurance

Providing tailored investment insurance solutions with global partners.

Developing and Structuring Insurance Investment Solutions