Investment year
2023
Lead team
P. Klocanas
G. Marquet de Vasselot
C. Rousseau
  • Expertise
    LBO
  • Fund
    WCP#4
  • Status
    In portfolio
  • Geographical area
    Europe
  • Business sector
    Services

Company overview

In September 2024, Weinberg Capital Partners, through its LBO fund WCP#4, announced the merger* of Arbevel and Montpensier Finance. This merger creates a new independent leader in active asset management.

As part of this consolidation, Arbevel and Montpensier Finance aim to accelerate their development both in France and internationally in the asset management industry, serving institutional and private investors as well as financial advisors. The newly formed group, named “Montpensier Arbevel,” now manages more than six billion euros in assets and has over 80 employees.

Our approach

As shareholder, our team supports the company and its management in its development to achieve a critical size in a fragmented market.

Key   figures