Business transfers

Sep 2024

Métagram creates a Nouvelle-Aquitaine hub in partnership with Vauban Patrimoine

Customers and counterparties

Backed by Meanings Capital Partners since 2023, Métagram is delighted to announce its association with the founders of Vauban Patrimoine to develop its presence in this new region.

Founded in 2002 by Stéphane Lenoir and joined by Emmanuelle Thouanel in 2003, Vauban Patrimoine is a key player in wealth management in the Nouvelle Aquitaine region, with over €200m in assets under management.

PAX Corporate Finance supported the partners of Vauban Patrimoine in this transaction.

Since Meanings Capital Partners acquired a majority stake in the company in October 2023, Métagram has been expanding rapidly, with the resources it needs to pursue its ambitious growth policy, and the appropriate support for its Buy & Build strategy.

This approach has already resulted in the acquisition of Kanopé and Groupe Patrimonia, CGPs active in the Occitanie region, and then in the association with CGPs Bizouard Patrimoine and EIP Patrimoine, as well as family office Pater Familias, to create Métagram Île-de- France.

With €750 million in assets under management, Métagram confirms its goal of crossing the €1 billion threshold by the end of 2024.

Translated with DeepL.com (free version)

Stéphane Lenoir: “Together with Emmanuelle (Thouanel), we were convinced that we needed to join a leading player to accelerate the development of Vauban Patrimoine in its preferred region, and we wanted to contribute with all our involvement. We chose Metagram because we share the human and business values that put the customer at the heart of our concerns, the DNA that has made us so successful. Their ambitious development plan matches our project.
Vincent Couroyer, President of Métagram, comments: “This association is above all a meeting of men and women who share an ambitious development project based on respect for human values. We are very proud to have been chosen by the management team of Vauban Patrimoine to write another page in their history. With this third entity in the Nouvelle Aquitaine region, Métagram continues its sustained national development, reaching €750 million in AUM to date.”
“This new regional development confirms the attractiveness of the Metagram model supported by Meanings, and testifies to its agility and ability to lead, with recognized professionals, the current trend towards consolidation and upmarket wealth management advice”, says François Tranié, Partner at Meanings Capital Partners.

Associate members