Activa Capital announces an investment in the wealth management firm Rhétorès Finance. On the occasion of this transaction, Activa Capital enables the simultaneous acquisition of the wealth management firm Cap Fidelis. The founders of Rhétorès Finance, Stéphane Rudzinski and Grégory Soudjoukdjian, remain majority shareholders. Activa Capital becomes the first financial minority shareholder of the firm and Thierry Rocq, founder of Cap Fidelis, reinvests with his family in the newly established group. This operation enables all employees to become shareholders with the implementation of the capital gains redistribution contract established by the PACTE law.
Founded in 2011 in Paris by Stéphane Rudzinski and Grégory Soudjoukdjian, Rhétorès Finance is a fast-growing financial advisory (FA) business. The company has grown by focusing its strategy on high level wealth engineering services, a diversified product offering including private equity, and continuous investments in the regulatory structuring of the company.
Founded in 1992 in Lille by Thierry Rocq, Cap Fidelis is a leading player in wealth management in northern France. The company, managed by Thierry Rocq and his daughter Camille Rocq, has grown organically since its foundation mainly with business leaders and families.
The newly created group aims to pursue its strong growth and capitalize on its recent geographic expansion. It has also planned to accelerate technological investments in the service of customers, suppliers, and internal operations. With the support of Activa Capital, Rhétorès also has the ambition to complete new acquisitions in a FA market which is currently going through a consolidation phase.
Stéphane Rudzinski and Grégory Soudjoukdjian, respectively Chairman and General Manager of Rhétorès Finance, have declared: « We are delighted to welcome Activa Capital, which shares our growth ambition for Rhétorès and made possible our new strategic relationship with Cap Fidelis and our partnership with the Rocq family. This step is key to our development. »
Thierry Rocq: « We are very pleased to become a part of Stéphane and Grégory’s project. This is the new step we wanted to accelerate the development of Cap Fidelis while keeping our family-run business identity. »
Christophe Parier and Alexandre Masson, Managing Partners of Activa Capital, add: « Over the past few years, we have been looking with interest at the financial advisory market, particularly the consolidation phase that is underway. This operation is at the heart of our know-how: a primary buyout alongside the founders and the use of our expertise to carry out a first external growth operation. Today we are proud to establish a double partnership relationship with Stéphane and Grégory who lead the project and the Rocq family who reinvests at our side. ».
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Participants
Rhétorès Finance : Stéphane Rudzinski, Grégory Soudjoukdjian
Cap Fidelis : Thierry Rocq, Véronique Rocq, Camille Rocq
Activa Capital : Christophe Parier, Alexandre Masson, Frédéric Singer, Camille Emin
Apera Capital : Franklin Henrot, Salim Lemseffer, Maxime Communier
Advisors
M&A: New Co CF (Jean-Louis Duverney, Alexandre Gebelin, Jeeshan Mohamad, Thibauld Hamaide)
Financial Due Diligence: Eight Advisory (Emmanuel Riou, Arthur Lantier)
Strategic Due Diligence: CMI Stratégies (Simon Colboc)
Legal Corporate Advisory: Moncey Avocats (Guillaume Giuliani, Alexandre Bankowski, Alix Auclair), Degroux Brugère (Augustin Fleytoux, Justine Ricaud), Walter Garance (Isabelle Avril)
Legal Financing Advisory: Moncey Avocats (David Malamed, Jonathan Devillard), De Pardieu (Sébastien Boullier de Branche)
Media Contacts
Activa Capital :
Alexandre Masson Christophe Parier
Managing Partner Managing Partner
+33 1 43 12 50 12 +33 1 43 12 50 12
alexandre.masson@activacapital.com christophe.parier@activacapital.com
