Our track-record
More than 20 years of excellence in financial and strategic advisory
Decades of experience means maintaining a culture of innovation, anticipation and adaptation. Upholding this record of forward-thinking insight is why we have durable relationships with our clients that stand the test of time.
Selected transactions
2024
Sale of Humensis to Albin Michel
2024
Acquisition of Centronic
2023
Sale of SBE (Electronic Repair Services) to Cordon Group
2023
Charterhouse invests in France Valley, an alternative asset manager
2023
Fundraising by Macif Innovation
2023
Sale of the Cholet Dupont Oudart group to Milleis
2022
Acquisition of Xenics Infrared Solutions by Photonis
2022
Acquisition of two retail properties from Altarea
2022
Sale of 63% of CILAS to MBDA and Safran
2022
Acquisition of CNIM Industrial Systems from CNIM Groupe
2022
Fundraising from Seventure and Relyens
2022
Fundraising with Robert Bosch Venture Capital (lead), BPIfrance, Supernova, Innovacom and Applied Ventures ITIC Innovation Fund
2022
Minority investment from Initiative & Finance in Monetivia
2021
Transfer to EPPF now known as NowCM
2021
Cholet Dupont acquires Groupe Oudart, the French subsidiary of the Swiss bank EFG International
2021
Pledg raises €80m with Portage, Aquiline Capital Partners LLC, Smart Lenders Asset Management, ODDO BHF, La Financière Arbevel
2021
Acquisition of a 39% stake in the Tunisia-based bank UBCI from BNP Paribas by CARTE Group
2021
Minority disposal of Particeep to Sopra Steria and Truffle Capital
2021
Sale of 37% of CILAS to Lumibird
2020
Strategic advice for Prismea, Crédit du Nord's Neo-bank
2020
Score & Secure Payment fundraising by Cegedim
2020
Takeover of a 34% stake in Groupe Crystal by Alpheys management
2020
LMBO of Groupe Crystal by Apax Partners
2020
Equity raise of Qivalio (now EthiFinance) by Andromède
2020
Capital increase of Pref-X from Euroclear
2020
Acquisition by Magnolia
2020
Sale of Koalaboox to Cegid
2020
Seed fundraising by Ekonoo from Generali and Apicil
2019
Sale of InCube to Garance
2019
Disposal of a majority stake in the insurance brokerage business to LFPI
2019
Acquisition of Equitim by Apicil
2019
Capital increase
2019
Investment in Bosta
2019
Venture loan transaction
2019
Capital increase with new investor
2019
Acquisition of OneLife by APICIL Group
2019
Koalaboox Series A funding round
2019
Acquisition of Roche-Brune
2019
Capital increase
2018
Acquisition of Finaveo by Alpheys
2018
Combination of Humanis and AG2R La Mondiale employee savings activities
2017
International partnership with ComfortDelGro
2017
Acquisition of a majority stake in Siaci Saint Honoré by Charterhouse
2017
Minority investment in FundShop
2016
Acquisition of the identity management business of Thales
2016
Acquisition of Legal & General
2016
Disposal of Tronics’ Microsystems to Epcos AG
2016
Acquisition of Groupe Larcier from Ergon Capital Partners
2016
Acquisition of Canberra
2015
Acquisition of a minority stake in Scor
2015
Change in the corporate structure and governance of the Crédit Mutuel Group
2015
Acquisition of Skandia
2014
Acquisition of Editions Belin
2014
Disposal of a 35% stake in AG2R La Mondiale
2014
Disposal of a majority stake in Sofiap to La Banque Postale
2014
Acquisition of a majority stake in PUF
2013
Disposal of the insurance broker Assurances & Conseils to Groupe Verspieren
2013
80% / 20% merger with Intervie, the life insurance subsidiary of Humanis
2012
Disposal to Primonial
2012
Disposal of Novatrans to Groupe Charles André
2012
Combination of their assistance insurance company to create Assuristance
2011
Disposal of eFront to Francisco Partners
2011
Disposal of Cofidim to Pavillons d’Ile de France
2011
Acquisition of W Finance, part of Allianz
2011
Disposal of the internet website e-santé to MMA
2011
Acquisition of a stake in Agta Record
2010
Disposal of Spirica, the life insurance subsidiary
2009
Disposal of Alapage.com to Rueducommerce.com
2009
Disposal of Dexia Epargne Pension to BNP Paribas Assurances
2009
Disposal of a majority stake in Global Seguros to Groupe Banif
2008
Acquisition of a 35% stake in Photoservice and Photostation
2008
Acquisition of a 50,1% stake in the insurance susbsidiaries of Marfin Popular Bank
2006
Disposal of the stake in Orange Madagascar to France Telecom
2003
Acquisition of the defence business of Areva
2002
Acquisition of TDF
2001
Disposal of a stake in Areva
2001
Public tender offer on Coflexip and Isis
2001
Merger with CEA-Industries and Framatome to create Areva
2001
Acquisition of Alcor
