Background
- Founded in 2011 by Charles-Henri Guilhaume, Whiterock is a Real Estate asset manager with €250 million assets under management, addressing investors from family offices, HNWI and UHNWI segments
- Whiterock deploys a value-added investment strategy inspired by private equity, focusing on six segments: education, hospitality, catering, food retail, specialised retail & personal services
- Groupe Duval, a family-owned company, is a major player in the Real Estate market in France (including development, investment, asset management and leisure) with a €2.8 billion real estate portfolio, €1 billion economic turnover and €600 million shareholder equity
Process
- DC Advisory acted as exclusive financial advisor on the transaction
- DC Advisory conducted a competitive process with a limited number of strategic partners, pre-qualified based on their potential fit with Whiterock
Outcome
- This partnership closed on September 19, 2023; Groupe Duval became a shareholder of Whiterock alongside the founder, Charles-Henri Guilhaume, who will remain in charge of its development
- Both companies share a strong entrepreneurial and family culture, as well as a common vision of real estate investment, at the service of their investor clients
- The strategic partnership is designed to give Whiterock new levers for growth, in particular a larger investment capacity in a real estate environment offering attractive opportunities for investors
