Latest transactions
OBO organised by NewCo for Union générale de placements, a subsidiary of Primonial.
Sell-side mandate for Lendopolis, a subsidiary of La Banque postale, which has been acquired by Lendosphère, a subsidiary of 123 IM.
Sell-side mandate for the IFA CV Finance, which has been acquired by Astoria Finance.
Sell-side mandate for the broker Océaliz which has been acquired by Groupe Leader.
Sell-side mandate for the IFA Kara Patrimoine, which has been acquired by Crystal Group.
NewCo CF has advised the IFA Crystal in the context of the LBO with Goldman Sachs Alternatives.
Sell-side mandate for the Mans-based IFA, Opti Finance, which has been acquired by Crystal Group.
Buy-side mandate from Crystal Group for the acquisition of Primonial Ingénierie et Développement (a former subsidiary of Primonial Group).
NewCo CF advises the management of Alpheys in the context of the takeover of the company by Intencial Patrimoine, a subsidiary of the Apicil group.
Sell-side mandate for Priorités Patrimoine which has been acquired by Synalp Group.
Sell-side mandate for Rousseau Associés which has been acquired by Synalp Group.
Sell-side mandate for CGP Cardinal Patrimoine which has been acquired by Mérimée Gestion Privée a subsidiary of April.
Sell-side mandate in the context of the LBO of ACS led by Geneo Capital.
Sell-side mandate to conduct the MBI of Iridis led by Sparring Capital.
Sell-side mandate to conduct the LBO of the IFA Synalp Group led by Capital Croissance.
Buy-side mandate from Kereis for the acquisition of Novélia (a former subsidiary of Crédit Mutuel Arkéa).
NewCo Corporate Finance advises on the merger between Assurinco, Présence Assistance Tourisme and Libbela under the sponsorship of Finaxy Group
Sell-side mandate for Equatio Finances which has been acquired by Astoria Group.
Sell-side mandate for Infimed, specialist in leasing solutions in the health sector, which has been acquired by Alizon.
Buy-side mandate from TA Associates in the context of the LMBO of Valoria Capital, a French IFA.
Sell-side mandate for Antena Finance which has been acquired by Astoria Group following the departure of the founder.
Sell-side mandate for a Paris-based IFA and asset manager, which has been eventually acquired by Rhétorès Group.
Sell-side mandate for the Rennes-based IFA, Coté Profinance, which has been acquired by Crystal Group.
Sell-side mandate for Kara Finances which has been acquired by Astoria Group.
Sell-side mandate for the Montélimar-based IFA, Alcyon Finance Patrimoine, which has been acquired by Valoria Capital.
Sell-side mandate for a Nantes-based UHNW wealth manager, which has been eventually acquired by Groupe Orion.
Capital raising for Quinten with the aim of reorganising its capital structure. MACSF and TechLife Capital become minority shareholders.
Buy-side mandate from Apax in the context of the LMBO of Pandat Finance, a French asset manager.
Sell-side mandate for OTCex whose brokerage business has been acquired by Marex.
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.
NewCo CF takes the plunge and advises Unibéo Piscines (a customised swimming pools manufacturer) in the context of the LMBO with 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 CF 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.
Previous transactions
