Groupe Emeraude Capital, composed of five specialist wealth management practices, has structured itself with the support of Abenex, as lead shareholder, and Arkéa Capital, Crédit Mutuel Arkéa’s private equity division. With 12 locations from Brest to Ciboure, managing €800m in assets for more than 4,500 customers, the Group positioned itself as a new strategic player in wealth management. Indeed, Groupe Emeraude Capital aims to strengthen its territorial reach through a dynamic and well-thought-out external growth strategy.
Groupe Emeraude Capital
The newly formed Group comprises five independent wealth managers – Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil and La Financière d’Emeraude – have been collaborating for several years. Driven by a shared vision of their professional practice, the managers – advised by Pax Corporate Finance – have decided to join forces to create a leading national wealth management company.
Over the past few years, the different entities have already successfully consolidated their regional presence through a proven organic and external growth strategy. The Group’s client portfolio is broad, and its diversified offering is built around four key areas of expertise – insurance intermediation, financial investment advice, wealth engineering and social protection.
The new Group will be led by Régis Hervé, CEO of Capital Confiance, who will become the CEO of Groupe Emeraude Capital. He will work alongside Christophe Cozanet, Managing Director of Cozanet & Cie, and Benjamin Continente, Partner of Groupe Magister Patrimoine, as key members of the management team. Additionally, a dozen key managers will also join the shareholder partnership, to form a majority shareholding and drive the Group’s development.
Abenex and Arkéa Capital: two complementary partners supporting Emeraude Capital’s national ambitions
With the arrival of Abenex as a reference shareholder alongside Arkéa Capital, Groupe Emeraude Capital plans to accelerate its buy-and-build strategy and strengthen its territorial coverage in a sector where customer proximity is crucial. These partners will leverage their expertise in external growth to support Groupe Emeraude Capital’s ambitious development plans.
This new investment highlights Abenex’s expertise in identifying and supporting regional companies with strong growth potential, once again in the context of a primary transaction.
Régis Hervé, CEO of Emeraude Capital, said: “The creation of Groupe Emeraude Capital marks the success of a collaborative process between our teams, following a decade of effective collaboration on the product offering and regulatory and compliance aspects. We are delighted to have created a significant and unique player, placing human capital at the heart of this project. We look forward to expanding our partnership by welcoming new contributors to complement our expertise and national network, thus ensuring continued benefits for our customers”
Julien Keignart, Partner at Abenex commented: “We are thrilled to support Groupe Emeraude Capital’s management team in the next stage of its development. The team’s vision and commitment, combined with our experience in successfully conducting add-on acquisitions and significant financial firepower alongside CIC Private Debt, position the Group as one of the market’s leading consolidators. We offer a unique and differentiating partnership model for firms seeking to integrate into a platform while maintaining their independence”
Gaëlle Tanguy, Investment Director at Arkéa Capital, added: “We are proud to support Groupe Emeraude Capital management in their ambitious development project. Their vision, which combines proximity, innovation, and excellence in client service, resonates with the values of Arkéa Group”
Find out more about Emeraude Capital: https://www.emeraudecapital.com/
