Corporate finance services towards independent wealth management firms, asset managers and private banks in the Benelux.

Transactions | Mandates | Assignments

  • 2018 – Strategic advisory to a Belgian private equity investor
  • 2019 – Origination and process guidance of the sale Boer & Olij Effecten BV
  • 2019 – Origination and process guidance of the sale Slim Vermogensbeheer BV
  • 2019 – Strategic advisory to a Belgian wealth manager
  • 2019 – Strategic advisory to an international asset manager
  • 2020 – Consultancy to a new Dutch wealth manager
  • 2020 – Origination and process guidance of the sale Amfora Vermogensbeheer BV (sell side advisor)
  • 2020 – Strategic advisory to a Luxembourg wealth manager
  • 2020 – Consultancy to a Dutch single family office
  • 2021 – Origination and process guidance of the sale of multi-family office Ritzer en Rouw BV
  • 2021 – Origination and process guidance of the purchase of a majority stake in a Dutch wealth manager
  • 2022 – Valuations for two independent wealth management companies