By leveraging APICIL’s private banking platform and distribution capabilities, Equitim achieved a tenfold increase in activity following the transaction

Sector: Wealth Management & Structured Products

Client: APICIL Group

Role: Financial Advisor to the Buyer

The Context

As part of its ambition to strengthen its wealth management offering and expand the range of investment solutions available to its private banking clients, APICIL sought to acquire a specialist platform with recognised expertise in bespoke structured products.

Equitim had established a strong reputation as an independent broker and structurer of tailor-made investment solutions designed for wealth management professionals and sophisticated investors.

Our Contribution

Gimar & Co advised APICIL throughout the acquisition process, including: A key objective was to identify a platform capable not only of enhancing APICIL’s product offering, but also of generating meaningful commercial synergies across the Group’s wealth management activities.

• Strategic assessment of the structured products market
• Evaluation of potential acquisition targets
• Financial analysis and valuation
• Transaction structuring and negotiations
• Due diligence coordination
• Execution support through closing

Strategic Rationale

The acquisition combined highly complementary strengths.

For APICIL, Equitim provided immediate access to specialist expertise in the design and distribution of bespoke structured investment solutions, further enriching the value proposition offered to private banking and wealth management clients.

For Equitim, joining a leading financial group provided access to a significantly broader client base and distribution network, creating substantial opportunities for accelerated growth.

The transaction was underpinned by a clear industrial logic: integrating Equitim’s product capabilities with APICIL’s wealth management franchise to unlock significant commercial synergies.

The Outcome

Following the acquisition, Equitim’s structured products were progressively integrated into APICIL’s private banking offering.

The combination proved highly successful. By leveraging APICIL’s client base, advisory network and distribution capabilities, Equitim significantly expanded its market reach and accelerated its commercial development.

As a result of these synergies, Equitim’s business activity increased tenfold following the transaction, illustrating the transformational impact of the acquisition and the strength of the strategic fit between the two organisations.

Highlights

• Acquisition of a specialist structured products broker
• Strategic expansion of APICIL’s private banking offering
• Strong industrial and commercial rationale
• Successful integration and cross-selling strategy
• Significant post-acquisition value creation
• Tenfold increase in Equitim’s activity following the transaction