Counsel to Activa Capital in its acquisition of Rhétorès Finance and Cap Fidélis

4.february.2022

Counsel to Activa Capital in its acquisition of Rhétorès Finance and Cap Fidélis

 

Moncey Avocats assisted Activa Capital, a private equity firm, in its acquisition of a minority stake in Rhétorès Finance and its acquisition of Cap Fidélis, two wealth management firms.

The founders of Rhétorès Finance remain the majority shareholders and Activa Capital becomes the first financial minority shareholder of the newly created group after reinvestment of Thierry Rocq, founder of Cap Fidélis and his family.

Founded in 2011, Rhétorès Finance is a fast-growing wealth management advisory firm that has developed its strategy by focusing on a high level of wealth engineering services combined with a diversified product offering, particularly in private equity.

Founded in 1992, Cap Fidélis is a key player in wealth management in the North of France.

The newly created structure aims to continue its strong growth and to capitalize on its recent geographical expansion.

Activa Capital was advised by a team from Moncey Avocats composed of: