BLANCHE CAPITAL announces the sale of the firms THEMIS, SIL and ALPHA & OMEGA to VALORIA CAPITAL. This strategic operation allows VALORIA CAPITAL to obtain a first establishment in the Montpellier region.
Cible de l'Opération
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.
M from AUM
corporations
Associates
Objectif de l'Opération
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.
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 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.
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.
