Less than a year after acquiring a stake in Arbevel, Weinberg Capital Partners, through its LBO fund WCP#4, announces the merger of Arbevel and Montpensier Finance. This union creates a leading independent player in active asset management. The transaction, which remains subject to approval by the French Financial Markets Authority (AMF), highlights Weinberg Capital Partners’ expertise in supporting its portfolio companies in consolidating their sectors.
The merger of Arbevel and Montpensier Finance is part of the investment strategy jointly developed by the Weinberg Capital Partners LBO team and Arbevel’s management. This transaction demonstrates Weinberg Capital Partners’ ability to support its portfolio companies in their growth by accelerating diversification, strengthening organizational structures, and contributing to sector consolidation.
Through this merger, Arbevel and Montpensier Finance aim to accelerate their development both in France and internationally in asset management, serving institutional and private investors, as well as financial advisors. The newly formed group, named “Montpensier Arbevel,” now manages over €6 billion in assets and employs more than 80 people.
Montpensier Arbevel will position itself as a key player in open-end fund management, offering a wide range of expertise spanning European equities, international thematic equities, bonds, convertible bonds, and alternative investments, including two generations of private equity and private debt funds.
Leveraging Arbevel’s historical expertise in private wealth management, the group will also offer private investors, family offices, and wealth management advisors a comprehensive, tailored offering covering all asset classes and wealth management needs. This merger will enable the group to offer both comprehensive and specialized expertise to investors, both in France and abroad.
The group’s growth strategy will rely on the specific expertise of Arbevel and Montpensier Finance, the sharing of strong convictions, and common objectives. Montpensier Arbevel will continue to expand by capitalizing on synergies between the two entities’ areas of expertise and exploring external growth opportunities, positioning itself as a natural consolidator in the market.
The governance of Montpensier Arbevel will be structured around a Supervisory Board, chaired by Guillaume Dard, and an Executive Board led by Jean-Baptiste Delabare as Chairman, alongside Sébastien Lalevée and Sébastien Barbe.
The founders and management of Arbevel and Montpensier Finance will retain a majority stake in the group, alongside financial partners Weinberg Capital Partners and Amundi.
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. In 2024, the company continued its growth in private equity with the launch of a co-investment fund, WCP Co-Invest.
With €1,6 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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Bérengère Beaujean
Head of Communications
berengere.beaujean@weinbergcapital.com
+ 33 7 85 58 29 73
Alain Biquard
Development and Investor Relations Manager
alain.biquard@weinbergcapital.com
+ 33 7 86 36 90 79
