Completed Operations

29 June 2023

DEGROUX BRUGERE SUPPORTS MEILLEURTAUX GROUP IN ITS ACQUISITION OF PATRIMEA

Degroux Brugère has advised the Meilleurtaux group on the acquisition of Patrimea, a company specializing in wealth management and investment advice.

Meilleurtaux Placement, the group’s savings division set up in 2019, has grown significantly in recent years and is continuing to develop its investment offering. This transaction strengthens its position as an independent player in digital savings and investments, and consolidates its strategy of diversifying from its initial model as a mortgage broker.

The strategy of Patrimea’s founders, Philippe Gourdelier and Nicolas Sost, was to develop high-performance, low-cost savings products. Founded in 2009, Patrimea manages 430 million euros in assets on behalf of 8,000 savers living in France and abroad.

Augustin Fleytoux, partner, Oriane Rocher and Quentin Bechert, associates, participated in this transaction.


Completed Operations
15 October 2026

Degroux Brugère advised Breega and Blackin Capital Partners on Wealthcome’s €15 million fundraising round.

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Events
15 October 2026

Breakfast meeting with the “DJCE” of Lyon

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Completed Operations
15 October 2026

Degroux Brugère advised Norrsken VC on Vocca’s $20 million fundraising round

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Completed Operations
15 July 2026

Degroux Brugère is once again advising the Patrimmofi Group on four new acquisitions

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Rankings and awards
11 June 2026

Our Restructuring and Venture Capital teams have been ranked Tier 1 by Best Lawyers

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Completed Operations
3 June 2026

Degroux Brugère is advising Rhétorès Group on the acquisition of six law firms

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Completed Operations
3 June 2026

Degroux Brugère is advising a long-standing co-shareholder of Atlantic Group on its sale to Paloma Rheem

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Events
22 May 2026

Appointment of Amélie Duclos as Managing Attorney

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Completed Operations
22 May 2026

Degroux Brugère is advising Rhétorès Finance on the acquisition of Financière Gestion Privée (FIGEP)

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Completed Operations
22 May 2026

Degroux Brugère assisted Kestra in raising $25 million for its enterprise orchestration solution

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Completed Operations

5 June 2023

DEGROUX BRUGERE SUPPORTS THE RHETORES GROUP IN ITS ACQUISITION OF DAUPHINE AM

Degroux Brugère has assisted wealth manager Rhétorès in its acquisition of Dauphine AM, a company dedicated to the wealth management of executives in Paris. Dauphine AM combines private wealth management (Dauphine Patrimoine) and asset management (Dauphine Asset Management).

Following the acquisition in February 2022 of Cap Fidelis, a major player in wealth management in the Lille region, and the integration of Résilience Patrimoine in October 2022, this third acquisition enables Rhétorès to pursue its expansion objective, taking its assets under management to almost 800 million euros, including 285 million euros contributed by Dauphine AM.

Augustin Fleytoux, partner, Marguerite Galois-Boyé, counsel and Emilie Phalier, associate, participated in this transaction.


Completed Operations
15 October 2026

Degroux Brugère advised Breega and Blackin Capital Partners on Wealthcome’s €15 million fundraising round.

Read the article

Events
15 October 2026

Breakfast meeting with the “DJCE” of Lyon

Read the article

Completed Operations
15 October 2026

Degroux Brugère advised Norrsken VC on Vocca’s $20 million fundraising round

Read the article

Completed Operations
15 July 2026

Degroux Brugère is once again advising the Patrimmofi Group on four new acquisitions

Read the article

Rankings and awards
11 June 2026

Our Restructuring and Venture Capital teams have been ranked Tier 1 by Best Lawyers

Read the article

Completed Operations
3 June 2026

Degroux Brugère is advising Rhétorès Group on the acquisition of six law firms

Read the article

Completed Operations
3 June 2026

Degroux Brugère is advising a long-standing co-shareholder of Atlantic Group on its sale to Paloma Rheem

Read the article

Events
22 May 2026

Appointment of Amélie Duclos as Managing Attorney

Read the article

Completed Operations
22 May 2026

Degroux Brugère is advising Rhétorès Finance on the acquisition of Financière Gestion Privée (FIGEP)

Read the article

Completed Operations
22 May 2026

Degroux Brugère assisted Kestra in raising $25 million for its enterprise orchestration solution

Read the article
Completed Operations

19 July 2023

DEGROUX BRUGERE ASSISTS RHETORES GROUP IN ACQUISITION OF FAMILY AFFAIRS

Degroux Brugère advised wealth manager Rhétorès on the acquisition of Family Affairs, a Toulon-based wealth management firm founded in 2010 by Yann Trebaol.

Following on from Cap Fidelis and Résilience Patrimoine in 2022, and Dauphine AM last June, this is the fourth acquisition for the Rhétorès group, confirming its policy of external growth and extending its territorial coverage.

The arrival of Activa Capital as a shareholder in February 2022 has accelerated the group’s development, with assets under management more than tripling.

Partner Augustin Fleytoux and associates Oriane Rocher and Emilie Phalier were involved in this transaction.


Completed Operations
15 October 2026

Degroux Brugère advised Breega and Blackin Capital Partners on Wealthcome’s €15 million fundraising round.

Read the article

Events
15 October 2026

Breakfast meeting with the “DJCE” of Lyon

Read the article

Completed Operations
15 October 2026

Degroux Brugère advised Norrsken VC on Vocca’s $20 million fundraising round

Read the article

Completed Operations
15 July 2026

Degroux Brugère is once again advising the Patrimmofi Group on four new acquisitions

Read the article

Rankings and awards
11 June 2026

Our Restructuring and Venture Capital teams have been ranked Tier 1 by Best Lawyers

Read the article

Completed Operations
3 June 2026

Degroux Brugère is advising Rhétorès Group on the acquisition of six law firms

Read the article

Completed Operations
3 June 2026

Degroux Brugère is advising a long-standing co-shareholder of Atlantic Group on its sale to Paloma Rheem

Read the article

Events
22 May 2026

Appointment of Amélie Duclos as Managing Attorney

Read the article

Completed Operations
22 May 2026

Degroux Brugère is advising Rhétorès Finance on the acquisition of Financière Gestion Privée (FIGEP)

Read the article

Completed Operations
22 May 2026

Degroux Brugère assisted Kestra in raising $25 million for its enterprise orchestration solution

Read the article