Capital Croissance has acquired a minority stake in the wealth management firm Synalp, initiating a primary leveraged buyout to support the company's ambitious growth strategy.

Target Information

Capital Croissance, a club of entrepreneurs focused on the growth of SMEs and mid-sized companies (ETIs), has become a minority shareholder in the regional wealth management advisory group, Synalp. This transaction marks the primary leveraged buyout (OBO) orchestrated by Capital Croissance in collaboration with Synalp's three founders, Laurent Journet, Sébastien Labens, and Benjamin Bertrand. The investment is made through Capital Croissance's newly raised fund, CAIRN Capital III.

Synalp provides tailored advice to over 1,400 families regarding their wealth management, legal, tax, estate planning, and social protection issues. The firm is recognized for its customized consulting services and its expertise across various asset classes, including mutual funds, euro funds, structured products, and real estate offerings.

Industry Overview in France

The wealth management industry in France has been witnessing significant growth, driven by rising household wealth and increasing demand for personalized financial