After assisting the Patrimmofi Group, supported by Andera Partners, in completing 18 external growth transactions over the past four years, enabling the leading national wealth management advisory platform to increase fivefold in size in four years and reach €3 billion in assets under management, Degroux Brugère advised on the sale of the Patrimmofi Group to the VYV Group, France’s leading mutual health and social protection provider.

Degroux Brugère carried out the legal and tax vendor due diligence prior to the transaction and assisted the management team with the sale and reinvestment.
The arrival of the VYV Group marks the start of a new phase of development for Patrimmofi, with an ambitious expansion plan targeting more than €10 billion in outstanding loans by the end of 2029, while preserving its autonomy and entrepreneurial culture.
Augustin Fleytoux, Emilie Phalier, Emma Bremaud, and Maxim Khlopotin, on corporate and transactional aspects, and Marguerite Galois-Boyé, Anne-Louise Cloarec, and Claire Peretti, on tax aspects, participated in this transaction.

Rhétorès continues its external growth dynamic and strengthens its regional roots with the acquisition of Segep Finance, specialized in wealth management in Alsace. This sixth acquisition since Activa’s investment in 2022 marks a new strategic chapter for the group, which now extends its field of action to the high-potential Grand Est region.

Following the acquisition of Profil Finance last July and the symbolic milestone of one billion euros in assets under management, Rhétorès reaffirms its ambition to become a major player in the French wealth management market.

Founded in Strasbourg in 2001 by Michel Seybel and Christophe Prim, Segep Finance is a recognized player in the Grand Est region for its expertise in wealth engineering and its personalized approach to serving high-end customers. As part of this transaction, the founders will contribute their expertise and experience to support the group’s development.

Transaction partner Augustin Fleytoux and associate Emilie Phalier advised Rhétorès on the financing of this acquisition.