Completed Operations

11 May 2023

DEGROUX BRUGERE SUPPORTS PATRIMMOFI GROUP IN ITS ACQUISITION OF VENDOME INVESTISSEMENT CONSEIL

Degroux Brugère has supported Patrimmofi group in its acquisition of the asset management firm Vendôme Investissement Conseil.

With 180 million euros of assets under management, mainly invested in financial products, this independent family-run business offers its customers a wide range of products and services to help them build, manage and optimize their overall wealth.

With this fourth acquisition since Andera Expansion became a shareholder in September 2021, the Patrimmofi group is pursuing its growth objectives, with total assets to date of almost €1.7 billion.

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


Completed Operations
13 January 2026

Degroux Brugère advises Meilleurtaux on the acquisition of Peasy

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Completed Operations
12 January 2026

Degroux Brugère advises Capital Croissance on its investment in the Renobat group

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Rankings and awards
12 January 2026

New M&A award from Option Finance – 2025 edition!

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Completed Operations
12 January 2026

Degroux Brugère advises CentraleSupélec Venture on its acquisition of a stake in Exwayz

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Completed Operations
12 January 2026

Degroux Brugère advises the Patrimmofi group on the merger of Clavreul Finances with Hortus Patrimoine & Associés

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Completed Operations
8 December 2025

Degroux Brugère advises Rhétorès group shareholders on secondary LBO with IK Partners

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Completed Operations
18 November 2025

Degoux Brugère advises Bpifrance on the new financing round for the Coucoo Cabanes group

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Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and IRDI on Lapi Groupe’s capital increase

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Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and AfricInvest on a new OBO for the Marietton group

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Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance on Edflex’s new financing round

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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
13 January 2026

Degroux Brugère advises Meilleurtaux on the acquisition of Peasy

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises Capital Croissance on its investment in the Renobat group

Read the article

Rankings and awards
12 January 2026

New M&A award from Option Finance – 2025 edition!

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises CentraleSupélec Venture on its acquisition of a stake in Exwayz

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises the Patrimmofi group on the merger of Clavreul Finances with Hortus Patrimoine & Associés

Read the article

Completed Operations
8 December 2025

Degroux Brugère advises Rhétorès group shareholders on secondary LBO with IK Partners

Read the article

Completed Operations
18 November 2025

Degoux Brugère advises Bpifrance on the new financing round for the Coucoo Cabanes group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and IRDI on Lapi Groupe’s capital increase

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and AfricInvest on a new OBO for the Marietton group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance on Edflex’s new financing round

Read the article
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
13 January 2026

Degroux Brugère advises Meilleurtaux on the acquisition of Peasy

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises Capital Croissance on its investment in the Renobat group

Read the article

Rankings and awards
12 January 2026

New M&A award from Option Finance – 2025 edition!

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises CentraleSupélec Venture on its acquisition of a stake in Exwayz

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises the Patrimmofi group on the merger of Clavreul Finances with Hortus Patrimoine & Associés

Read the article

Completed Operations
8 December 2025

Degroux Brugère advises Rhétorès group shareholders on secondary LBO with IK Partners

Read the article

Completed Operations
18 November 2025

Degoux Brugère advises Bpifrance on the new financing round for the Coucoo Cabanes group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and IRDI on Lapi Groupe’s capital increase

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and AfricInvest on a new OBO for the Marietton group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance on Edflex’s new financing round

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
13 January 2026

Degroux Brugère advises Meilleurtaux on the acquisition of Peasy

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises Capital Croissance on its investment in the Renobat group

Read the article

Rankings and awards
12 January 2026

New M&A award from Option Finance – 2025 edition!

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises CentraleSupélec Venture on its acquisition of a stake in Exwayz

Read the article

Completed Operations
12 January 2026

Degroux Brugère advises the Patrimmofi group on the merger of Clavreul Finances with Hortus Patrimoine & Associés

Read the article

Completed Operations
8 December 2025

Degroux Brugère advises Rhétorès group shareholders on secondary LBO with IK Partners

Read the article

Completed Operations
18 November 2025

Degoux Brugère advises Bpifrance on the new financing round for the Coucoo Cabanes group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and IRDI on Lapi Groupe’s capital increase

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance and AfricInvest on a new OBO for the Marietton group

Read the article

Completed Operations
18 November 2025

Degroux Brugère advises Bpifrance on Edflex’s new financing round

Read the article