Business transfers

Nov 2023

Sagis selects Siparex Entrepreneurs for its first capital increase

Customers and counterparties

Family office and asset management company Sagis, founded and chaired by Arnaud Gosset-Grainville, is opening up its capital to Siparex Entrepreneurs to support its development and transmission strategy.

Founded in 2013 and based in Paris, Sagis supports around a hundred families, as well as entrepreneurs and foundations, in the management of their wealth and assets. The company boasts dual expertise: a Family Office business to support its clients in their wealth and family projects, coupled with a delegated multi-management business. The latter enables Sagis to claim complete independence, avoiding any conflict of interest, while offering diversified management from the best managers in the market, who make their own selection of securities.

Sagis currently manages around €1 billion in assets and has invested heavily in its information system, enabling it to offer its clients the highest standards of transparent, digitalized reporting.

Attentive to social, environmental, and governance criteria, and more generally to ethical issues, Sagis imposes an ESG charter on its partner managers, and has long collaborated with the independent rating agency EthiFinance to assess management practices on the basis of these criteria every year.

The operation organized by PAX Corporate Finance’s teams enables its founder and CEO Arnaud Gosset-Grainville to initiate a first in the field of socially responsible investment.

For Arnaud Gosset-Grainville, Chairman of Sagis, "This partnership with Siparex enables us to open a new page in a constructive spirit. It will ensure the long-term independence of Sagis, which is particularly important to our customers. I was won over by the values espoused by Siparex, which match our DNA. Their excellent reputation can only strengthen Sagis' standing in the family office ecosystem. This partnership should encourage mergers and acquisitions, as a number of our colleagues are wondering about their future.
Marlène Rey, Claire Ramadier and Julie Degramont, Siparex Entrepreneurs, commented: "We were won over by the unique model of the Sagis platform, a guarantee of independence and diversification, serving a long-standing and loyal clientele. We are delighted to support Arnaud Gosset-Grainville in this first capital investment, which is fully in line with the strategy of Siparex Entrepreneurs. We are convinced that the Sagis market is dynamic, and will be particularly well-suited to external growth.

Associate members