DEGROUX BRUGERE ADVISES PATRIMMOFI ON THE ACQUISITION OF INVEST CONSEIL FINANCE - ICF


DEGROUX BRUGERE ADVISES PATRIMMOFI ON THE ACQUISITION OF INVEST CONSEIL FINANCE - ICF

Recent deals

Tuesday 2021 April 13

Degroux Brugère assisted the Patrimmofi group, specialized in private management, in the acquisition of Invest Conseil Finance - ICF.

Founded in 1993 by Guy Roos, ICF is a wealth management firm based in Lyon and Paris. This transaction allows the Patrimmofi group to strengthen its presence in the Rhône-Alpes region. With €670 million in assets under management reached in March, the Patrimmofi group is following its growth objectives and plans to reach €1 billion in assets under management with annual inflows of €240 million by 2023.
 
Degroux Brugère accompanied Patrimmofi for this acquisition with Augustin Fleytoux, partner, and Marguerite Galois-Boyé, associate.

Patrimmofi was also accompanied by Acetis Finance on the financial aspects, with Frédéric Bos, Olivia Harel and Martin Bonissol.

The sellers were advised by Alcya Conseil on the legal aspects, with Magalie Revillon-Persat and Laurent Simon, partners, and Mathias Lenclud, lawyer, and by KPMG on the financial aspects, with Nicolas-David Kersen.