NATIXIS PARTNERS ADVISED BRIDGEPOINT IN THE ACQUISITION OF A MAJORITY STAKE IN FINZZLE GROUPE

Finzzle Groupe, a leading wealth management consultancy, has announced it has entered into exclusive negotiations with Bridgepoint, one of the world’s leading quoted private asset growth investors, with the latter to acquire a majority stake in the company. The current management team and the founder will remain core shareholders alongside Bridgepoint Development Capital V - a fund focused on supporting fast-growing businesses across Europe - ensuring the stability and continuity of the business plan. Founded in 1992, Finzzle Groupe has established itself as a recognised specialist in wealth management in France. Today, with €2.8 billion in assets under management, the group generates an annual gross inflow of €1.585 billion, driven by its exclusive network of over 3,300 independent wealth consultants, including 750 investment advisers (CIF) and 1,600 tied agents. The company also employs 330 staff, comprising product and wealth structuring specialists, middle and back-office teams, and functional support services. Finzzle Groupe combines two complementary elements within its business model, benefitting both customers and advisers alike:

• An entrepreneurial network culture, offering potential recruits from all backgrounds the opportunity to become business leaders in wealth management advisory. Through a structured career path, Finzzle Groupe provides its independent consultants with certified training, practical support in the field, and an attractive and motivating remuneration package.
• Best-in-class customer experience, with a clear ambition: to democratise access to wealth management solutions and meet the specific expectations of investors. Finzzle Groupe is committed to providing them with appropriate, personalised advice to help them build, secure and pass on their wealth.

A pivotal transaction for Finzzle Groupe The partnership with Bridgepoint opens a new chapter in the history of Finzzle Groupe. It is a key strategic step in the growth of the company and its long-term future. The deal will accelerate the company's development and market expansion, consolidate its institutional base and significantly advance its entrepreneurial project. By capitalising on Bridgepoint's global platform and deep sector expertise, particularly in scaling specialist advisory businesses in finance and asset management spaces, Finzzle Groupe will be able to assert its position as a benchmark company in France, explore opportunities for external growth, and expand internationally.