About the target
L'Offis is a wealth management firm founded in 2004 and based in Toulouse. The firm has 5 employees and supports more than 1000 clients throughout France, with more than 70 million euros in assets under management. Offis offers its clients a tailor-made offer in terms of wealth advice.
M from AUM
Collaborators
Customers
Why the deal
Faced with market changes and as part of their desire to continue their development, managers identified the need to rely on a structure capable of providing operational synergies, expanding their service offering, as well as supporting external growth operations. By joining forces with the Synalp Group, L'Offis allows the latter to set up in the Toulouse region. Sharing a common vision and values, the two structures decided to join forces in order to jointly develop their presence in the region.
Tailored support
A dedicated team, selected for its specific expertise, supports you with commitment and precision to bring your goals to life.
Conclusion
This acquisition is a key step for Synalp and L'Offis, consolidating their position in the southwest. The Blanche Capital team is delighted to have supported the completion of this strategic transaction.
Explore our other transactions
Every transaction we lead is a milestone in our clients' success. Our recent deals reflect our ability to handle complex projects with expertise and strategic vision, while keeping people at the heart of everything we do.
