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Hoche Avocats advises Crystal Group on the acquisition of wealth management consultancy Rdfi Conseil

The Crystal group, one of the leading independent private banking groups, has consolidated its regional platform with the acquisition of Rdfi Conseil, a wealth management consultancy based in Lyon.

Founded in 2009, Rdfi Conseil supports a client base of around 200 business leaders and large families, mainly in the Rhône-Alpes region, with a team of five people, including two wealth engineers.

With this operation, the Crystal group, which now has 440 employees and 25 locations in France, 2 in the French overseas territories and 7 abroad, is continuing its external growth and consolidating its historical activities.

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Legal counsel for the transaction:

Crystal’s counsel: Hoche Avocats on M&A and corporate due diligence: Marie Peyréga (partner), Benjamin Pillonnet (associate); on labor law due diligence: Frédérique Cassereau (partner), Violaine Goux (associate), Thibault Minjollet (associate).

 

Other legal advice:

Legal advice (regulatory aspects): Spitz-Poulle-Kannan

Tax advice: Arsène Taxand

Financial due diligence: Eight Advisory

 

Le Monde du Droit – 26 February 2024

Le Figaro – 21 February 2024

Global Legal Chronicle – 27 February 2024

The team:

  • Marie Peyréga

    Tel. +33 (0)1 53 93 22 00 peyrega@hocheavocats.com See more
  • Frédérique Cassereau

    Tel. +33 (0)1 53 93 22 00 cassereau@hocheavocats.com See more
  • Thibault Minjollet

    Tel. +33 (0)1 53 93 22 00 minjollet@hocheavocats.com See more

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