Weinberg Capital Partners has entered into an agreement with Arbevel, a recognized specialist in financial asset management, to become its majority shareholder. This marks the first investment of the new LBO fund, WCP#4. The completion of this transaction is subject to approval from the French Financial Markets Authority.
Founded in 1997 and acquired in 2009 by its current management, Jean-Baptiste Delabare and Sébastien Lalevée, Arbevel is an independent asset management company with more than 2 billion euros in assets.
Initially focused on open-end fund management, Arbevel has progressively diversified its business model to become a multi-specialist in asset management, built on three pillars: (i) open-end fund management, representing 1 billion euros in assets under management across well-defined strategies (equities, bonds, and diversified assets), (ii) discretionary portfolio management, representing 1 billion euros in assets under management for institutional or private clients, and (iii) alternative management with two generations of private equity and private debt funds.
With the acquisition of Actis Asset Management in 2022, Arbevel initiated its market consolidation strategy while enhancing its expertise in bond investments.
With its diverse offering, the group caters to a diversified client portfolio including institutional investors, family groups, wealth management specialists (CGPs, MFOs, multi-managers), and private clients.
This investment aligns with the core investment criteria and expertise of Weinberg Capital Partners. It is indeed a primary, over-the-counter transaction in the services sector, characterized by a proactive ESG approach, an essential “Customer Capital” dimension in the group’s expertise, and a buy-and-build strategy in a fragmented market.
Weinberg Capital Partners’ equity stake will enable the asset management company to continue its development by accelerating the diversification of its business model, supporting its structuring, and providing the means to contribute to market consolidation.
Founded in 2005, Weinberg Capital Partners is an independent investment company historically active in buy-out capital, which expanded its field of intervention to real estate assets in 2008, and has been investing since 2015 in the capital of listed French SMEs/mid-caps as a minority shareholder with an active, friendly and long-term approach. In 2020, Weinberg Capital Partners added its capacity to invest in SMEs/mid-caps with a minority strategy focused on sustainable development issues, which offers extra-financial support known as impact, to better prepare companies for environmental and societal challenges. In 2023, Weinberg Capital Partners created a new fund, Eiréné, dedicated to the development of SMEs/mid-caps in the security and defense sector.
With €1,3 billion of assets under management, Weinberg Capital Partners is a significant player in the mid-market equity segment in France.
Weinberg Capital Partners is a signatory of the PRI, a member of the International Climate Initiative and an active responsible investor.
Weinberg Capital Partners supports Télémaque, an association for equal opportunities in education.
For more information: weinbergcapital.com.
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Acquired in 2009 by its current management, Arbevel, an independent and entrepreneurial asset management company, has emerged as a key player in the small and mid-cap universe, experiencing robust growth. The group employs over fifty professionals.
Driven by a guiding principle centered around financial, extra-financial, and strategic analysis of companies, the group has, in recent years, expanded its range of products and services. This includes offering clients a diverse array of equity, bond, and diversified funds, as well as discretionary portfolio management. Additionally, Arbevel has developed expertise in private equity and private debt.
Bérengère Beaujean
Communication Manager
berengere.beaujean@weinbergcapital.com
+ 33 7 85 58 29 73
Alain Biquard
Development & Investor Relations Manager
alain.biquard@weinbergcapital.com
+ 33 1 53 53 55 16
+ 33 7 86 36 90 79
François L’Henoret
Directeur du développement
flhenoret@arbevel.com
+ 33 6 74 29 51 49
