Roman Chekli, Managing Director at NewCo Corporate Finance, is being interviewed by Quantalys to discuss the dynamics at work in the wealth management market.
In this interview, I discuss what makes NewCo Corporate Finance a partner of choice for entrepreneurs and private equity funds in financial services. Three convictions:▪️ Bringing together the mindsets of entrepreneurs and investors around a shared value-creation...
Roman Chekli and Alexandre Gebelin are both Managing Directors at NewCo Corporate Finance, an independent M&A boutique founded in 2021 and specialising in financial services, including wealth management, asset management and insurance brokerage.With a team of around...
NewCo Corporate Finance has been named 2026. Laureate in the Investment Banking category at La Rencontre Occur Paris.
We are delighted to share the article dedicated to NewCo Corporate Finance in issue no. 927 of Challenges, published alongside the Top 500 ranking of wealth management firms. This is an opportunity to highlight what makes our firm unique: an M&A advisory boutique...
MergerLinks recense chaque année les banquiers d’affaires les plus actifs, sur la base de la valeur totale des transactions conseillées. Newco Corporate Finance figure dans le classement FY 2025, aux côtés des principales banques d’affaires internationales, confirmant...
NewCo Corporate Finance is proud to announce that Alexandre Gebelin, Executive Managing Director, has been named among the laureates of the Choiseul Finance de Demain 2026 ranking, which recognises each year the most promising talents in French finance....
The wealth management sector is undergoing a significant consolidation phase, driven by sustained private equity interest and the emergence of new strategic investors, including mutual insurers. In this environment, the sale of an advisory firm has evolved into a...
NewCo Corporate Finance is a partner of the Argus de l’Assurance Grand Dinner, a flagship event that brings together key decision-makers from the insurance sector each year. This gathering provides a unique opportunity to exchange views on the major transformations...
Gaining perspective to better prepare for the future.A few days in Val d’Isère to strengthen team cohesion, share our vision, and move forward together.
Discussion with Le Nouvel Économiste – Corporate Finance as part of an interview dedicated to the current challenges facing financial services and M&A advisory. 👉 In an environment shaped by regulatory complexity, financialization, and high transactional...
NewCo Corporate Finance is ranked in the top 20 in the 2025 League Table of Financial Advisors in Mergers & Acquisitions published by Fusions & Acquisitions Magazine. The ranking is based on the cumulative transaction value over a three-year period...
A graduate of Université Paris Dauphine – PSL, Jean-Michel began his career at Arthur Andersen before joining EY, where he led the Transaction Services practice (due diligence, strategy, valuation, and M&A) for the financial services sector, first in France and...
In an environment widely viewed as challenging for LBO exits and secondary buyouts. NewCo Corporate Finance demonstrated once again its ability to execute complex transactions by successfully advising on one primary transaction (Numans / Andera Partners) and three...
Track record NewCo has advised Diot-Siaci in the context of the LBO with Groupe Burrus, Ardian and the management .The firm also continues to support the consolidation of the wealth management sector, advising Olifan on its LBO led by Seven2 and Rhetorès on its LBO...
The mergers and acquisitions market among wealth managers remains dynamic: firm consolidation, retirements, and international opportunities are shaping a rapidly evolving landscape.
Jean-Louis Duverney’s interview for Décideurs Patrimoine
Jean-Louis Duverney is interviewed by Investissement Conseil and shares his views on the ongoing consolidation of the IFA sector.
Wealth management is a booming sector in France that is the playground of ambitious players and is attracting the interest of more and more private equity firms, both French and foreign. At the heart of the reactor, professionals in the shadows oil the transactions...
We have advised entrepreneurs (insurance brokers, CGPs, institutional brokers, rental companies), PE funds, corporate and institutional clients, in France and abroad. We are grateful to our clients who have entrusted us. Well done to the teams. Dream team work!
Jean-Louis Duverney shares his insight about the ongoing consolidation of the wealth management sector in France. Full interview in the Patrimonia’s special edition of Challenges magazine with in partnership with Club Patrimoine.
NewCo Corporate Finance joins the rankings of the magazine Fusions & Acquisitions, Editions Dealfow-Data 2024. This gives the opportunity to Jean-Louis Duverney to present the achievements of the M&A boutique since its inception and share is views on the...
NewCo Corporate Finance, the M&A boutique specialized in the financial services sector, is delighted to announce the appointment of Patrick Rivière as Chairman of the Strategic Committee. Backed by a brilliant career in which he has successively held actuarial,...
Watch Jean-Louis Duverney Guichard's interview with Club Patrimoine on the IFA market consolidation.Consolidation is ongoing, but the current market environment is leading to greater selectivity on transactions and the need for greater preparation.The transaction...
https://www.youtube.com/watch?v=Oe5oD5MvEzg CFNEWS and its partners ALTAROC and NEWCO CF are pleased to invite you on February 16 at the Palais Brongniart in Paris to 3 round tables on the theme: Private Equity, a vector of profound transformation in Wealth...
As an investment banker, Jean-Louis Duverney Guichard has an unconventional profile within this ranking of the wealth management sector. However, his domain of activity fits perfectly well into our landscape: he originates and negotiates merger and acquisition...
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NewCo Corporate Finance always close to its clients in the financial services sector. For the second year in a row, NewCo CF was invited to Les Argus du Courtage, the ceremony that rewards insurance brokers.On this occasion, we awarded the trophy for the best...
NewCo Corporate Finance will once again be present at the 2022 edition of the Argus du Courtage ceremony. As a “Gold” partner, we will have the opportunity to exchange with the top 100 French brokers during an exceptional evening in a prestigious location at the...
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Click here for the article on NewCo CF published in Le Figaro Download the article
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Thank you to L'Argus de l'assurance for this event. Congratulations to the winners and in particular, Pierre DONNERSBERG, best brokerage firm manager, Frédéric Grand, for DIOT, best large risk broker, Hervé Houdard, for SIACI Insurance Brokers, best generalist broker,...
The Wealth Management industry was featured in the latest CF News Magazine. Jean-Louis Duverney took the opportunity to remind the interest of this consolidating sector. As a reminder, NewCo Corporate Finance was involved in the following transactions in this sector...
Jean-Louis Duverney leaves EY CF, and remains on good terms with the company , in order to stand on its own two feet with his team composed of Alexandre Gebelin and Roman Chekli, directors, Thibauld Hamaide, analyst, Manuel Le Guen, associate, seconded by two...