Creating Value Through Long-Term Advisory Relationships in Regulated Financial Services

The Cholet Dupont private bank case study

Some of our most rewarding assignments stem from relationships built over many years. Rather than advising on a single transaction, we work alongside our clients to execute a sequence of strategic initiatives designed to create sustainable long-term value.

A notable example is our advisory role to Cholet Dupont, a French private bank operating in a highly regulated environment.

Cholet Dupont’s Acquisition of Oudart, a French subsidiary of EFG International (2021):

We first advised the bank on the acquisition of Oudart, a transformational transaction that strengthened its wealth management franchise and enhanced its strategic positioning in a consolidating market. The successful completion of the transaction required not only financial and strategic expertise but also a thorough understanding of the regulatory framework governing licensed financial institutions.

Sale of Cholet Dupont Oudart to Milleis (2023):

Having helped create additional scale, capabilities and market relevance, we were subsequently mandated by the shareholders to advise on the sale of the enlarged Cholet Dupont Oudart group to Milleis Banque Privée, backed by AnaCap Financial Partners. This second transaction enabled shareholders to crystallise the value created through the earlier acquisition while contributing to the emergence of one of France’s leading independent wealth management groups.

This two-step journey illustrates one of Gimar & Co’s core strengths: advising shareholders, management teams and boards of regulated financial institutions through successive strategic transactions. Our deep sector expertise, understanding of regulatory environments and long-term advisory approach allow us to support clients throughout the entire value creation cycle, from acquisitions and consolidation strategies to successful exits and liquidity events.

We take particular pride in building enduring relationships with financial institutions, private banks, asset managers, insurance businesses and other regulated firms, helping them navigate complex strategic decisions while maximising long-term shareholder value.