Background

  • Founded in 1990 and headquartered in Le Mans, France, Opti Finance is one of the last Independent Financial Advisor (IFA) companies in France with over €1bn AUM, serving nearly 10,000 clients
  • Over the recent years, Opti Finance has successfully established itself as one of the biggest IFAs in Western France and in Paris, benefitting from a network of 12 regional branches
  • Since 2012, Opti Finance has established a cross-industry partnership with a leading accounting firm through a joint-venture, bringing additional customers to the wealth manager

Process

  • DC Advisory acted as exclusive financial advisor to Crystal and its shareholder Seven2

Outcome 

  • Laplace acquired 100% of the capital of Opti Finance in March 2024
  • The transaction is subject to the consultation process of the Employee Representative Bodies
  • The historical managers of Opti Finance will reinvest at Groupe Crystal level  
  • Together, they will support the continued development of the combined entity, aiming to create a leader in the French IFA market
  • This transaction illustrates DC Advisory’s expertise in the FIG and wealth management sector