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
2023 – Origination and process guidance of the sale Verwer & Janssen Vermogensmanagement BV
2023 – Origination and process guidance of the sale Indexus Groep BV