Financial Services
Our commitment goes beyond executing a successful transaction. We act as a true long-term partner, supporting our clients at every stage of their journey. We assist founders, entrepreneurs, and institutional players during key moments in their company's lifecycle, whether for growth or succession objectives.
CONSTANT ENGAGEMENT WITH THE MARKET
At PAX Corporate Finance, we believe in the power of experience in this sector. Our extensive track record of transactions for insurance brokers, wealth management advisors (CGP), and asset management firms has enabled us to build strong relationships with key market players, including industry leaders, investors, and financiers. This in-depth knowledge of stakeholders allows us to optimize the execution of your transactions.
IN-DEPTH ANALYSIS
The anticipated assessment of your projects against the market leads us to first work on key elements such as the value proposition, business model, and performance indicators of your company. This preparatory work will later allow us to highlight its strengths and unique features to vetted counterparts who can fully value them. We also take into account the specific regulatory context of finance and insurance.
Our support
Upstream of operations
Leverage our experience
Independent and committed to your interests
Our references
GERESO strengthens its offering in the finance sector with the acquisition of FinHarmony
EVFO joins Valoria Capital
Synergie Conseils Patrimoine joins Groupe Astoria, strengthening its private management division INSINIA
Pax Corporate Finance advises the partners of Médicia Gestion Privée in their merger with CYRUS MAISON HEREZ
Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil, and La Financière d’Emeraude join forces to create the Émeraude Capital group, supported by Abenex and Arkéa Capital
Capital Confiance, Magister Patrimoine, Cozanet & Cie, Atlantique Patrimoine Conseil, and La Financière d’Emeraude are joining forces to create the Émeraude Capital group, supported by Abenex and Arkéa Capital.
Pax Corporate Finance advises the partners of Médicia Gestion Privée in their merger with CYRUS MAISON HEREZ.
Synergie Conseils Patrimoine joins the Astoria Group, strengthening its private wealth management division, INSINIA
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