THEMIS - SIL - ALPHA & OMEGA X VALORIA CAPITAL

THEMIS - SIL - ALPHA & OMEGA
VALORIA CAPITAL

Blanche Capital announces the sale of Themis, SIL and Alpha & Omega to Valoria Capital. This strategic transaction marks Valoria Capital's first footprint in the Montpellier region.

Sector
Financial Services
Transaction
THEMIS - SIL - ALPHA & OMEGA
VALORIA CAPITAL
Date
2024
Location in France
Herault (34)

About the target

SIL, THEMIS and ALPHA & OMEGA are three wealth management firms located in Montpellier, relying on 3 partners who share their premises. The partners are recognized as experts in wealth management in the region and together manage nearly €100M in assets.

100

M from AUM

3

corporations

3

Associates

Why the deal

The managers of the firms, with different projects, sought to approach a consolidator who would suit all parties. VALORIA CAPITAL sought to establish itself in the region and to rely on an experienced profile on site in order to develop the regional clientele.

Deal team

Tailored support

A dedicated team, selected for its specific expertise, supports you with commitment and precision to bring your goals to life.

Operations
Financial Services
Julie RENAUD
Business Manager
Leadership
Alexandre BOUTRY
Partner

Conclusion

This acquisition marks a significant step for VALORIA CAPITAL, allowing it to establish a new anchor point in Montpellier. The BLANCHE CAPITAL team is delighted to have contributed to the realization 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.