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Transactions 16 March 2023

Partners Patrimoine x Maison Herez

Cession
Secteur Financial Services
The wealth management consulting firm Partners Patrimoine joins Maison Herez.
Client Partners Patrimoine

Founded in 1997, Patrimoine Partners is a wealth management consultancy based in Rennes with offices in Le Mans and Laval. The firm offers a long-term service and personalized follow-up for a clientele mainly located in the West of France but also in the Paris region and the rest of France. Through its team of 15 employees with complementary profiles and expertise, the firm advises over €340 million in assets.

Contrepartie Maison Herez

A major player in private banking and family office advisory services, Maison Herez assists its clients in the creation, development, and management of their assets by offering tailor-made advisory services. Client focus, expertise, and performance are the fundamental values on which Herez bases its missions, in order to forge a privileged and lasting relationship with its clients. With this transaction, Maison Herez has reached €5 billion in assets under management.

Following a competitive process organized by PAX Corporate Finance, the partners of Patrimoine Partners have chosen Maison Herez for the next stage of their firm’s development. As a result of this transaction, the managing partners Christophe Bastide, Jérôme Chénedé, Patrice Beaulieu, and Patrice Ponmaret, as well as the majority of the staff, have acquired a stake in the capital of Maison Herez.

These shared values were the main reason for the merger. Together, the Patrimoine Partners and Maison Herez teams will be able to continue to support their clients in their wealth management projects while maintaining a family and local business culture. This merger will also enable the teams to offer their clients an even broader range of wealth management advice, financial market monitoring, and investment solutions.
investment solutions.

"We are similar, we do the same job, we respect the same ethics, we share the same values.

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Financial Services

Pax Corporate Finance is the preferred partner of financial services players in their capital-intensive operations.
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