DC Advisory advises ATL Capital on its integration with Abante Asesores
Background
- ATL Capital is a Spanish private banking and wealth advisory firm with offices in Madrid, Valencia, Zaragoza, and A Coruña
- Founded in 2003, ATL Capital specializes in personalized financial planning and portfolio management
- As of June 2025, ATL Capital had over €2bn of AUM and more than 3,200 clients, supported by a team of over 90 professionals
- Abante Asesores is an independent Spanish wealth advisory and asset management firm managing over €14bn AUM and serving more than 14k clients across retail, family offices, and corporate/institutional segments
- Since reaching a strategic alliance with Mapfre in 2019, Abante has been an active consolidator in the Spanish asset management segment
Process
- DC Advisory was mandated as exclusive financial adviser to ATL’s shareholders on its integration with Abante
- DC Advisory used its deep sector knowledge, working closely with the shareholders of ATL to align the interests of all parties involved to achieve a successful outcome
Outcome
- The transaction is expected to close in January 2026 and is subject to approval by the CNMV
- The combined group will have more than €16bn of AUM, providing its services to 17k clients by a pool of over 400 professionals
- The transaction allows Abante to expand its presence with a new office in La Coruña and to strengthen its offices in Madrid, Valencia, and Zaragoza
- The resulting entity will have locations in Madrid, Barcelona, Bilbao, Pamplona, Logroño, Málaga, Seville, Valencia, Zaragoza, La Coruña, and Valladolid, consolidating a nationwide footprint with strong local roots
- The transaction showcases DC Advisory’s expertise in the independent wealth management sector
“This transaction represents a landmark consolidation in Spain’s independent wealth management sector. By bringing together two culturally aligned firms with deep advisory expertise and complementary geographic footprints, we’ve structured a merger that not only strengthens the client proposition, but also sets the foundation for long-term value creation in a highly competitive landscape”
- Financial Services
- M&A Advisory
Disclaimer
For more information, please see our transaction disclaimer
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