After advising the partners of Rhétorès Group (an independent financial advisory firm specializing in serving high-net-worth clients) on its capital restructuring and alignment with IK Partners, Degroux Brugère advised Rhétorès on the acquisition of six firms:
- Wagram Patrimoine ;
- Cohen & Associés ;
- Eminence Patrimoine ;
- Arcancia ;
- Fideis Invest ; et
- Aurus Patrimoine et Conseil.
Cohen & Associates manages over 250 million euros in assets under management.
Wagram Patrimoine, for its part, manages €115 million in assets and serves nearly 500 clients.
For their part, Eminence Patrimoine, Arcancia, Fideis Invest, and Aurus Patrimoine et Conseil manage nearly 300 million euros in assets.
These transactions are part of the Group’s ongoing external growth strategy and further strengthen its position as a leading player in the independent wealth management advisory sector.t.
Augustin Fleytoux and Emilie Phalier, along with Benoît Courtet and Sarra Messaoudi, advised on all legal and transactional aspects of the transaction. Marguerite Galois-Boyé, Anne-Louise Cloarec, and Adèle Breuil advised on the tax aspects.