Capital Croissance
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Wealth Management Advisory

Status
Current investments
Investments dates
December 2023
Turnover
€5-15m
Type of transaction
OBO
Management
The management team is led by Laurent Journet, Sébastien Labens and Benjamin Bertrand.
Intervention
Capital Croissance has enabled the total or partial liquidity of historical shareholders. Capital Croissance supports especially the Management in its development strategy through external growth and the structuring of the company.

With offices in Savoie, Haute-Savoie and Isère and a strong reputation in the region, Synalp positions itself as a key player in wealth management in the Rhône-Alpes region.
 
Synalp’s offering revolves around (i) wealth management, including investment advice, legal and tax consultation, and (ii) social protection, ensuring the protection of employees, company executives, and retirees.
 
Synalp is recognized for its tailor-made advice and expertise in all major asset classes (UCITS, euro funds, real estate products, structured products, etc.).
 
Synalp intends to continue its development strategy through external growth to consolidate its position.

Laurent Journet, Sébastien Labens and Benjamin Bertrand (Synalp’s founders) : « We are very pleased to initiate this new stage of our development and to partner with Capital Croissance, with whom we share ambitious goals, a caring spirit, and entrepreneurial DNA. We are confident that their structured support system will contribute to accelerating our buy-and-build strategy. »