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Latest transactions

Sell-side mandate for PCA EST which has been acquired by Astoria Group following the departure of the founder.

Buy side mandate from Siparex in the context of the LMBO of Financière d’Orion, a French IFA.

Sell-side mandate to conduct the LMBO of Unibéo Piscines (a customised swimming pools manufacturer), led by Initiative & Finance.

Buy-side mandate from Valoria for the acquisition of a Lyon-based IFA.

Sell-side mandate for a Paris-based UHNW wealth manager, which has been eventually acquired by Rothschild & Co.

Sell-side mandate for the Lille-based IFA, Cap Fidelis, which has been acquired by Rhetores Finance. This transaction allows an ownership transition to the next generation.

Sell-side mandate to conduct the LMBO of the IFA Rhetores Finance led by Activa Capital.

Sell-side mandate for the Tours-based IFA, François Chartier, which has been acquired by Crystal Group in the context of an ownership transition to the next generation.

Capital raising for Go! Epargne Entreprise with the aim of reorganising its capital structure. DLPK becomes its main shareholder alongside historical shareholders Henner and Cedrus. The company offers employee savings and retirement plans for small and medium-sized businesses.

NewCo has been retained as the sole M&A advisor by the Burrus Group in the context of a €2.5bn merger with Siaci Saint Honoré. The new entity will become one of the world’s top 10 insurance brokers. It wil be owned by the Burrus family alongside with the management and a pool of financial investors including OTPP, Bpifrance, Mubadala and Cathay Capital.

Capital raising for Upsideo led by Isatis Capital and Generis Capital Partners. The Company provides digital solutions to address the increasingly demanding regulatory requirements of the wealth management sector.

Sell-side mandate to conduct the LMBO of the IFA Olifan Group led by Blackfin.

Sell-side mandate for Crédit Expert, the real estate mortgage broker, which has been acquired by MACIF. Macif’s policyholders will benefit from a mortgage finance broking offer.

Capital raising for Orandianse led by Initiative & Finance, to implement a consolidation strategy in the field of radiology.

Sell-side mandate to conduct the LMBO of Valoria Capital led by IK Partners.

Sell-side mandate to conduct the LMBO of Crystal Group led by Apax Partners. Consequently, the BtoC business (Crystal) was separated from the BtoB business (Alpheys).

Sell-side mandate to conduct the sale of Cetim, a subsidiary of April, to GFP, a company in the portfolio of Blackfin.

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