Bank / Wealth / Trust

Updated:

Squareness

Squareness was established in July 2014 by Frédéric Meunier, a former Primexis partner who built that firm's Transaction Services practice. He brought along...

Squareness logo

Squareness

Squareness was established in July 2014 by Frédéric Meunier, a former Primexis partner who built that firm's Transaction Services practice. He brought along the core TS managers to create an independent structure, deliberately avoiding a single-discipline model. The firm operates from its Paris headquarters on Avenue de Wagram and a secondary office in Lyon. The firm's delivery model splits into two complementary streams. Financial Advisory covers pre-deal and post-deal support — transaction services, financial due diligence, valuation, and restructuring — while Business Solutions provides outsourced financial management for corporate clients, essentially functioning as an embedded finance function. This dual-line architecture allows Squareness to advise on a transaction and then step into an interim operational role during the integration or transformation phase. The firm claims multi-sectoral experience serving both corporate and institutional clients. A named team of fifteen — including six partners and directors — leads a broader group of about fifty professionals, according to the firm's website. The partnership includes valuation specialist Jérôme Fortin and transaction services lead Antoine Sudérie. In 2023, the firm promoted Maxime Thonnat to Directeur TAS, signaling continued investment in its deal-advisory capabilities. Squareness holds two "Excellent" rankings from French legal and advisory guide Les Décideurs, though the specific categories were not confirmed by the publication. The firm's structural independence is its differentiator. Squareness was built as a spinout, not a subsidiary, with ownership held by its operating partners. Its model of pairing high-stakes M&A advisory with ongoing operational outsourcing makes it a chameleon in a client's capital structure — functioning as both a deal-maker and a back-office utility, a combination that locks in relationships across the full corporate lifecycle.

General information

Firm type

Bank / Wealth / Trust

Year founded

2014

Location

Region

Europe

Country

France

City

Paris

Corporate office

33 avenue de Wagram, 75017 Paris, France

Additional offices

Lyon, France

Principals

Frédéric Meunier

Président

Emmanuel Rosec

Associé

Jérôme Fortin

Associé-Évaluation

Antoine Sudérie

Associé-TS

Julie Haeflinger

Associée – Directrice des Opérations

Maria Allal

Directrice Business Solutions

Frequently asked questions

Who runs investment decisions and client mandates at Squareness?

Founder and Président Frédéric Meunier leads the firm alongside a partnership group that includes Emmanuel Rosec, Jérôme Fortin, Antoine Sudérie, and Julie Haeflinger. The firm is not a fund and does not deploy proprietary capital — its 'investment decisions' are advisory recommendations to corporate and institutional clients undertaking M&A, restructuring, or financial transformation.

How is Squareness's operational-outsourcing model different from a traditional consulting firm?

Squareness runs two parallel métiers: Financial Advisory for episodic, high-value mandates like due diligence and valuation, and Business Solutions for ongoing financial outsourcing. This means the same firm can advise on an acquisition and then embed staff inside the client to run the acquired entity's finance function post-close — a transitional model that most pure advisory boutiques cannot offer.

Is Squareness structured as a single-family office or does it operate more like a transaction advisory firm?

Squareness operates strictly as a corporate advisory firm. It is not a family office, an asset manager, or a capital allocator. The firm provides M&A advisory, restructuring counsel, valuation services, and operational finance outsourcing to external corporate and institutional clients.

Does Squareness maintain philanthropic structures, and how are they separated?

There is no public disclosure of a philanthropic arm, foundation, or charitable vehicle affiliated with Squareness or its principals. The firm's legal structure and communications present it purely as a for-profit financial and operational advisory partnership.

What is Squareness's known posture on co-investments alongside external GPs?

Squareness is not a financial sponsor and does not make co-investments. The firm is an advisor to companies undergoing corporate events, not a participant in the deal's capital structure. It neither raises funds nor commits capital alongside general partners.

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