Carat Capital has entered into a strategic partnership with Parquest Capital to enhance its growth initiatives and solidify its position within the wealth management sector.

Target Information

Carat Capital, founded in 2006 by Sandrine and Cédric Genet, is a premium wealth management consulting firm specializing in assisting entrepreneurs. The company has established a strong reputation for its high-level advisory services and technical approaches tailored to meet the needs of a discerning clientele. With a proven business model, Carat Capital aims to further enhance its growth trajectory by integrating its entire team into the company's equity, fostering a culture of shared success.

The firm has reached a critical size and seeks to accelerate its development through ambitious external growth strategies. Carat Capital has successfully executed two build-up acquisitions in 2017 and 2019, demonstrating its capability in this domain. With the support of Parquest Capital, the firm aspires to undertake more substantial acquisitions in a deeply rooted market ripe with consolidation opportunities.

Industry Overview

The wealth management sector in France has been experiencing significant growth, thanks to increasing personal wealth and a rising demand for sophisticated financial planning services. As entre