IK Investment Partners supports independent financial advisor Valoria Capital

IK Investment Partners (“IK”) is pleased to announce that the IK Small Cap II Fund has reached an agreement to invest in Valoria Capital (“Valoria” or “the Company”), a fast-growing acquisition platform of independent financial advisors. Financial terms of the transaction are not disclosed.

Founded in 2012 by serial financial services entrepreneur, Romain Lefèvre, Valoria serves several thousand customers offering a diversified range of saving products from a wide panel of leading asset managers and will manage over one billion Euros of assets under management by 2021.

Since its inception, the Company has exhibited tremendous growth, having successfully acquired and integrated 12smaller IFA boutiques since its founding and expanded its offering to incorporate complementary services including real estate, structure products, and corporate treasury optimisation.

IK will be supporting Romain Lefèvre in accelerating the group’s ambitious market consolidation and portfolio diversification strategy.

Romain Lefèvre, founder and CEO of Valoria, commented: “We’re delighted to welcome IK to support our fast-growing business operating in a market primed for consolidation. IK’s experience fostering operational excellence and ambitious M&A strategies make them the natural partner for Valoria in 2021 and beyond.”

Arnaud Bosc Partner at IK and advisor to the IK Small Cap II Fund, added: “Romain is a hands-on company founder with an exceptional achievement of success in the French IFA space. We’re thrilled to be supporting the next phase of Valoria’s growth by accelerating their buy-and-build strategy and their ongoing efforts to further diversify their offering and customer base.”

Pierre Gallix Partner at IK and advisor to the IK Small Cap II Fund, concluded: “We have been strongly impressed by Valoria’s track record over the past years and, we look forward working with Romain and his team onto the next growth chapter of the group.”

Parties involved with the transaction:

IK Investment Partners: Arnaud Bosc, Pierre Gallix, Morgane Bouhenic, Adrien Normand, Thierry Aoun, Pauline Lloret
M&A Advisor: Rothschild Transaction R (Philippe de Montreynaud)
Legal Advisor: Volt & Associés (Emmanuel Vergnaud, François-Joseph Brix, Alexandre Tron, François Jubin)
Financial / Legal / Tax / Social BDD: Grant Thornton (Emmanuel Riou, Valentin Noel, Alexis Martin, Stéphane Benezant, Caroline Luche-Rocchia, Cécile Didolot)
Financing: Idinvest Partners (Nicolas Nedelec, Olivier Sesboüé, Victoire Vanheuverswyn)
Management: Valoria (Romain Lefèvre)
M&A Advisor Seller: EY (Jean-Louis Duverney-Guichard, Alexandre Gebelin)
Legal Advisor Seller: Paul Hastings (Sebastien Crepy)
Legal Advisor Lenders: Willkie Far (Thomas Binet, Ralph Unger)
Financial VDD: EY (Marc-André Audisio, Emmanuel Villaire)

For further questions, please contact:

IK Investment Partners’ PR contact:

Maitland
James McFarlane 
Phone: +44 (0)7584 142 665
jmcfarlane@maitland.co.uk