Activity :
Financial services
Customer :
Suire Vie & Patrimoine
Acquirer :
Capital Croissance
Advice :
Nicolas Ibanez, Florian Leginy
About Largillière Finance
With offices in Paris, Nantes, Brussels and Geneva, Largillière Finance is an independent investment bank dedicated to assisting managers and shareholders of small and medium-sized companies with their capital transactions: company sales and acquisitions, financing (capital and/or debt), financial engineering (valuation, etc.) and financial strategy.
Fundraising - 2021
The investment bank Largillière Finance has advised Suire Vie & Patrimoine, the Nantes-based insurance broker, on the fundraising with Capital Croissance.
Georges-Henry Levy ; co-founder of the Molitor group, parent company of Repca and Ciprès (pioneer of the "broker-wholesaler" in France) ; co-invests with Capital Croissance in this operation.
The financial operation’s purpose is to speed up the development of Suire Vie & Patrimoine, a specialist in personal insurance for VSEs and SMEs (2,000 customers and €30 million in premiums collected), especially, its external growth (acquisition of the Bordeaux-based broker Ares Group) as well as its development in the AssurTech fields. It allows Largillière Finance to demonstrate once again its expertise in the insurance brokerage sector.
For Largillière Finance, this operation consisted in finding the best partner to support the development of Suire Vie & Patrimoine: a player in the sector who would share the same entrepreneurial vision as the broker. Capital Croissance was the perfect match, particularly to support external growth, while Georges-Henry Levy will bring all his experience and digital culture to Suire Vie & Patrimoine's management.
The arrival of Capital Croissance and Georges-Henry Levy, minority shareholders with a ticket of nearly €3 million, allows Suire Vie & Patrimoine to finalize the acquisition of the Bordeaux-based broker Ares Group from the Brusson family and to become a leading player in the insurance brokerage sector. The transaction also allows the Nantes-based broker to pursue its digital insurance Marketplace project.
With this operation Largillière Finance strengthens its expertise in the insurance brokerage sector. In January 2020, Largillière Finance became the main advisor for the equity operations of the members of Planète CSCA, the main insurance brokers' union.
Thibault Suire, Managing Partner of Suire Vie & Patrimoine :
“We are very pleased that Capital Croissance and Georges-Henry Levy have joined our company to support us in our development projects. We would like to thank Largillière Finance and its teams for their support and their valuable advice at all stages of the transaction.”
Nicolas Ibanez, Partner at Largillière Finance :
“We would like to thank the management of Suire Vie & Patrimoine for their trust and we are happy to support them in their development. The challenge in this complex operation was not only the valuation process but to find the best partners to continue the Suire Vie & Patrimoine adventure. Our in-depth knowledge of the insurance sector proved to be a valuable asset. This new transaction further strengthens our expertise in this field.”
With more than 40 employees, a strong international presence and nearly 30 operations in 2023, Largillière Finance confirms its leader position in small and midcap in France.
2021 – Fusions & Acquisitions – Opérations Small Cap – Banque d’affaires – France 2021 – Capital investissement – Opérations LBO Small Cap – Banque d’affaires – France
Investment Banking: Growth Dynamics: Silver Trophy 2022 M&A Advisory: Retail & Consumer Goods, FIG, TMT, Industry: 2021 Silver Trophy.About Largillière Finance
With offices in Paris, Nantes, Brussels and Geneva, Largillière Finance is an independent investment bank dedicated to assisting managers and shareholders of small and medium-sized companies with their capital transactions: company sales and acquisitions, financing (capital and/or debt), financial engineering (valuation, etc.) and financial strategy.
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