Cible de l'Opération
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
Objectif de l'Opération
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.
Un accompagnement sur mesure
Une équipe dédiée, choisie pour ses expertises spécifiques, vous accompagne avec engagement et précision pour concrétiser vos objectifs.
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.
Découvrez nos autres accomplissements
Chaque opération réalisée par Blanche Capital est une étape clé vers le succès de nos clients. Nos récentes transactions illustrent notre capacité à mener des projets complexes avec expertise et vision stratégique, tout en mettant l'humain au centre de nos démarches.
