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Valoria

Employees
13
Customers
6,000
Status
Current
Country
France
Sector
Business Services
Entry
Jan-21
Fund
IK SC II

A fast-growing acquisition platform for independent financial advisors

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 by 2021.

IK Partners invested in the company alongside the founder in January 2021.

What Attracted Us to the Business

  • A large and growing market protected by barriers to entry
  • A proven track record in bolt-on acquisition and integration
  • Highly rated and experienced management team

Our Value Creation Strategy

We are working alongside management to:

  • Consolidate the smaller-end independent financial advisor market segment via add-ons and unclaimed/old portfolios;
  • Unlock topline synergies leveraging portfolio arbitrage and further diversification to real estate and structured products wrappers; and
  • Explore new addressable segments such as asset management and corporate treasury optimisation.

“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.”

– Romain Lefèvre, Chief Executive Officer

Investment Team

Arnaud Bosc

Partner
Paris

Pierre Gallix

Managing Partner, Head of Development Capital
Paris

Morgane Bouhenic

Director
Paris