Category Archives: News

Maven leads investment alongside Northstar Ventures in contract research organisation (CRO) Magnitude Biosciences to drive development of next-generation drug screening platform.

Maven

Magnitude Biosciences, a specialist contract research organisation based in County Durham, has secured over £700,000 to scale its high-throughput screening platform for in vivo discovery of treatments for age-related conditions and other diseases using C. elegans, a species of nematode worms.

The investment was led by NPIF II – Maven Equity Finance, which is managed by Maven as part of the British Business Bank’s Northern Powerhouse Investment Fund II, and the Finance Durham Fund, established by Durham County Council and overseen by Business Durham, as well as continued support from existing investors NorthStar Ventures. The investment was matched with grant funding from Innovate UK through the Investor Partnerships: Digital Technologies North East programme.

This funding will enable Magnitude Biosciences to enhance its proprietary WormGazer® technology, integrating robotics, machine learning, and liquid culture systems to create a novel HTS platform capable of screening thousands of compounds per week. By rapidly analysing whole-organism data with advanced machine learning technology, this platform enables pharmaceutical, nutrition, and health supplement companies to quickly identify compounds that may support healthier aging, accelerating discovery, lowering costs, and reducing reliance on traditional testing models.

The expansion will create high skilled jobs in robotics, software engineering, and biological sciences at the company’s base in NETPark (Sedgefield) strengthening the North East’s reputation as a growing hub for digital and life science innovation

Fozia-Saleem-Magnitude-BiosciencesPictured: Dr Fozia Saleem

Fozia featured on Maven’s Invested Podcast mini-series ‘Scaling for Success.’

“We’re incredibly grateful for the support from Innovate UK, Maven and Northstar as we scale our HTS platform. This funding accelerates our mission to revolutionise drug discovery bringing life-changing therapies to patients faster, cutting costs and timelines, and transforming how we tackle the world’s toughest-to-treat diseases while reducing dependence on traditional animal models.”

Dr Fozia Saleem, CEO of Magnitude Biosciences

“Magnitude Biosciences is building the kind of scalable, high-impact technology we look for at Maven. Their HTS platform meets a clear need in early-stage drug discovery. Fozia is also an excellent role model for the region, through her work at Magnitude and as the Vice Chair of the Lifted Project Newcastle Board, where she is helping drive greater investment into female led businesses. We are delighted to support Fozia and her team on their exciting journey.”

Michael Dickens, Investment Manager at Maven

“The North East is increasingly becoming an epicentre for innovation in the UK and Magnitude Biosciences is a good example of the technology-enabled businesses that NPIF II is able to champion. Empowering female leaders in the science and technology space is also crucial to enabling a more diverse and prosperous economy. We’re excited to see the impact the business will achieve, creating jobs in the region and furthering the important work they are committed to.”

Sarah Newbould, Senior Investment Manager at British Business Bank

“Magnitude Biosciences is a fantastic example of the type of innovative, high-growth business that Finance Durham was established to support. We’re proud to back their continued development at NETPark, where they are not only scaling cutting-edge drug discovery technologies but also playing a vital role in the strength and vibrancy of the science park community.”

Kerry Walker, Business Growth Director at Business Durham

This investment is the latest deal backed by Maven’s client funds in the North East, highlighting our strong track record in supporting high-potential businesses and the region’s growing opportunities to drive innovation and growth. Across the region, Maven has backed plant-based food business, Tiba Tempeh, FinTech specialist, Kani Payments, food and beverage canning business, CRL Foods, solar film technology specialist, Power Roll, and Radio-frequency identification (RFID) innovator, PervasID.

NPIF II – Maven Equity Finance can provide investment of up to £5 million to support ambitious earlier and later stage businesses across the North East of England. If your business, or the business you advise, is looking for an equity investment as a solution to fund future growth, get in touch here >

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NPIF Maven Equity Finance    Finance Durham Fund

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Stirling Square completes the sale of Verescence to Movendo Capital and Draycott

Stirling Square

Exit follows transformational partnership that established the Company as the global glass packaging market leader to the luxury beauty industry

France, 26th May 2025 – Stirling Square Capital Partners (“Stirling Square”), a leading pan-European mid-market private equity firm, today announces the completion of the sale of Verescence, the market leader in luxury glass packaging for the perfumery and cosmetics industry, to a consortium comprised of Movendo Capital, an investment holding company and family office, and Draycott, an asset manager.

Verescence is a specialist manufacturer of glass bottles for the perfumery and cosmetics industry and the partner of choice to the world’s largest luxury beauty market players, including Hermès, LVMH and L’Oréal. Founded in 1896, Verescence has 2,500 employees across three continents and brings 130 years of glassmaking expertise globally. It operates seven glass manufacturing factories around the world in France, Spain, North America, and South Korea with an annual production capacity of 600 million bottles.

Stirling Square acquired Verescence in 2019 as the first investment of its Fourth Fund. Over the past six years, it has worked alongside the Company’s leadership team to transform it into the market-leading sustainable glassmaker for the global luxury beauty industry. Stirling Square spearheaded transformational M&A, most notably through the strategic acquisition of a manufacturing facility in South Korea in 2021 that enabled the business to expand into the high-growth, premium beauty segment in Asia. Under Stirling Square stewardship, the Company invested €100 million into additional capacity and automation to increase productivity, through the development of proprietary IP underpinned by AI and machine learning. Stirling Square also supported significant sustainability initiatives – today, bottles can be made from 100% recycled glass, compared with a 2% rate when it assumed ownership. The Company also now upholds industry-leading ESG ratings, notably EcoVadis Platinum and CDP AA- for climate and water action.

As a result of Stirling Square’s investment and strategic transformation, during the ownership period, Verescence’s revenues increased by 40% to €421m and EBITDA trebled to more than €80 million.

Thomas Riou, CEO of Verescence, said: “Stirling Square have been a phenomenal partner, providing investment and expertise that enabled our global expansion, strategic shift to expand our skincare offering to meet the growing needs of our customers. They have also encouraged us to embed innovation across our industrial processes and accelerated our digital transformation that has resulted in us adopting a more data-driven approach across the organisation.”

Julien Horreard, Partner at Stirling Square, added: “We are delighted to have had the privilege of collaborating with Thomas and the brilliant Verescence team over the last six years, during a transformational period linked to our strategic investment in digitalisation, innovation, sustainability and international expansion into the Asian market. We are incredibly proud of what Thomas and the management team achieved during this time as today, Verescence is the market leading specialty glass packaging player with a strong global footprint across France, Spain, the US and South Korea. We wish the team all the best in its next chapter.”

João Coelho Borges, Draycott’s Founding Partner, and Pedro Pereira Gonçalves, Movendo’s CEO, concluded: “We are excited about the opportunity to acquire a global leader with a strong and experienced management team fully aligned with our value creation strategy. Verescence’s leadership position in the industry aligns with our investment criteria across multiple key dimensions. By combining management’s expertise with our own, we aim to drive sustainable growth and maximize value for all stakeholders.”

Stirling Square has a strong track record in France, having been investing locally for over 15 years, with its current and prior portfolio comprising Médisup, Vernet, Siblu, AD Industries, Citec Environnement (ESE) and Permaswage (GDT).

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Main Capital Partners announces its acquisition of Norwegian document collaboration and e-archiving specialist Documaster

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Main Capital Partners

Main Capital Partners today announces its majority investment in Documaster, a Norwegian provider of mission-critical digital infrastructure for streamlined document management and e-archiving.

Moving forward, Main will act as a strategic partner to the management team, supporting Documaster in its growth journey. By pursuing a selective buy-and-build strategy, Documaster has strong potential to further internationalize and become a European leader in critical document and data management for public and regulated private sectors.

Documaster is a Norwegian cloud-native provider of digital infrastructure for streamlined document management and e-archiving. The services provided by Documaster simplify the processes of capturing, storing, organizing, and retrieving documentation, addressing the common issue of time-consuming searches for business-critical information within disorganized file systems. Today, Documaster serves approximately 750 customers, over 90% of which are public sector organizations, complemented by clients in highly regulated private sectors.

Attractive market dynamics and international scalability
The primary motivations behind the strategic acquisition with Documaster include attractive market dynamics as well as its scalability. In an increasingly complex regulatory environment, Documaster empowers organizations to manage their data and documents in a secure, compliant, and efficient manner. The combination of regulatory drivers, long-term customer commitment, and the shift to cloud-based solutions makes the archiving software market highly attractive. As data volumes continue to grow, companies that provide innovative, scalable, and secure archiving solutions are well-positioned for long-term success.

The company is well-positioned to continue its international growth, with an existing presence in Norway, Sweden, the Netherlands, and Belgium. Leveraging Main’s experience and network in supporting companies’ cross-border growth, both organically and through strategic add-on acquisitions, Documaster aims to further expand in the Nordic market as well as Continental Europe. The experienced management team will remain closely involved post-closing to continue their growth journey alongside Main.

We look forward to working closely with the team to accelerate international growth and jointly build a leading player in the document management and e-archiving space.”

– Wessel Ploegmakers, Partner & Head of Nordics

Svein Henning Kirkeng, CEO of Documaster: “We are very excited to embark on this new chapter with Main Capital. Their extensive experience in scaling SaaS companies and fostering long-term growth aligns perfectly with Documaster’s ambitions. Together, we will continue to deliver value to our customers while expanding our reach and capabilities. I am proud of what the team has achieved so far and look forward to what lies ahead.”

Wessel Ploegmakers, Partner & Head of Nordics at Main Capital Partners: “We are proud to join forces with the Documaster team. Their strong market position and mission-critical solutions are well aligned with our investment focus. We look forward to working closely with the team to accelerate international growth and jointly build a leading player in the document management and e-archiving space.”

About Documaster

Founded in 2014 in Oslo, Documaster is a cloud-native provider of document management and e-archiving solutions. The company’s technology streamlines the capture, storage, organization, and retrieval of documentation, helping organizations reduce inefficiencies and maintain compliance. Its core product, Documaster Archive, is primarily targeted at public sector entities and is designed to meet strict regulatory and operational requirements. Documaster currently serves approximately 750 customers, primarily in the public sector across Norway, Sweden, and the Netherlands.

Nothing contained in this Press Release is intended to project, predict, guarantee, or forecast the future performance of any investment. This Press Release is for information purposes only and is not investment advice or an offer to buy or sell any securities or to invest in any funds or other investment vehicles managed by Main Capital Partners or any other person.

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Blue Phoenix Group announces successful completion of landmark €750 million long-term refinancing with tier-one international lenders to support further development as a leading waste recycling infrastructure provider

InfraVia

Blue Phoenix Group (“BPG”), a leading player in waste recycling providing critical circular economy infrastructure based in the Netherlands, is pleased to announce the successful completion of a landmark €750 million refinancing of its debt facilities, secured from a consortium of leading infrastructure banks and institutional investors. This transaction refinances the company’s previous debt package over the long term and includes additional facilities to support future growth initiatives.

The oversubscribed financing marks a significant milestone following InfraVia’s majority stake investment in 2022, and two subsequent strategic build-up acquisitions in 2024 (RGS Nordics in Denmark and REKO in the Netherlands). The strong demand from high-profile infrastructure lenders underscores both the relevance of the circular economy infrastructure thesis and BPG’s position as a resilient and high-quality infrastructure.

The new facilities reflect investor confidence in BPG’s robust and critical business model, the growing demand for infrastructure supporting the circular economy and the energy transition, and the company’s solid track record of performance and execution. The proceeds will enable BPG to develop the platform and consolidate its leadership position through additional bolt-on acquisitions and high-impact capex projects.

Arjen de Jong, CFO of BPG, says: “This successful refinancing highlights the strength of our platform and its track record, the relevance of our mission, and the quality of our team. It provides us with enhanced financial flexibility to further grow our market-leading position in the recycling sector, and to actively contribute to the global energy transition. We warmly thank our lenders for their commitment and contribution to BPG’s success in the years to come”.

Arnaud Delarue, Director, Financing, InfraVia, adds: ” This successful refinancing is a strong vote of confidence in BPG’s infrastructure business model, management team, and long-term strategy. We believe BPG is uniquely positioned to scale its operations, lead industry consolidation, and play a critical role in the transition to a low-carbon, resource-efficient economy.”

Henry Forder, Director, Daiwa-ICP, adds: “We are very pleased with the results of this financing which attracted significant interest from top-tier lenders, reflecting strong confidence in our vision and growth trajectory. This refinancing aligns our capital structure with our ambitious infrastructure financing goals.”

Lenders to the refinancing are funds managed by Allianz Global Investors, BNP Asset Management and Edmond de Rothschild Asset Management, together with the banks Barclays, Crédit Agricole CIB, LBBW, MUFG, Natixis, NORD/LB, Rabobank, and Société Générale.

BPG was advised by Jefferies and Kirkland & Ellis. Lenders were advised by Simpson Thacher & Bartlett.

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PRESS CONTACTS

InfraVia
Antoine Denry | TADDEO
antoine.denry@taddeo.fr
+33 (0) 6 18 07 83 27

Clémence Midière | Taddeo
clemence.midiere@taddeo.fr
+33 (0) 6 46 76 70 22

Gwenaëlle Boucly
InfraVia Communication Director
gboucly@infraviacapital.com
+33 (0) 6 80 57 33

BPG
Christoffer Worsøe | BPG
christoffer.worsoe@bluephoenix-group.com
+45 81 77 03 89

Daiwa International Capital Partners 
Gregor Jackson | CEO, Daiwa ICP
gregor.jackson@daiwa-icp.com
+44 20 4551 2778

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AURELIUS Finance Company | Tyre Group

Aurelius Capital

AURELIUS Finance Company and The Tyre Group agree GBP 26m tailored financing solution

London, May 23, 2025 – AURELIUS Finance Company, the Private Debt segment of AURELIUS, is pleased to have completed the financing of The Tyre Group (TTG), the UK’s largest independent tyre retailer and wholesaler, with the delivery of a highly bespoke GBP 26m facility.

The facility incorporates a GBP 11m working capital revolver, alongside a GBP 15m property-linked term loan. This bespoke two-tranche solution replaces and simplifies a mix of legacy clearing bank facilities inherited via historic acquisitions, while unlocking material additional working capital headroom to support a range of attractive growth initiatives for the group.

AURELIUS Finance Company was able to view the business, its working capital, and its property footprint holistically to structure a facility closely aligned to the business’ growth aspirations and liquidity requirements. As is typical for AFC, this was then delivered at pace through a single, dedicated deal team in order to meet the tight timeframes demanded by the refinancing process.

“This is another great example of how AURELIUS Finance Company can step in where traditional lenders struggle – we pride ourselves on delivering speed, flexibility and an integrated approach to the complex financing needs of a high-quality mid-sized company, constrained by a sub-optimal debt structure. We listened to management and their advisors so that we could structure a facility tailored to TTG’s operational footprint and cash-flow requirements, we priced it competitively, and then delivered it with commercial pragmatism. It was a pleasure to work with Chris and The Tyre Group’s team, and we’re proud to now be playing a part in what promises to be an exciting chapter of growth,” commented James Marler, Director and Head of New Business at AURELIUS Finance Company.

“AURELIUS Finance Company stepped forward with a promise to deliver both facilities in an integrated manner – making the process much more efficient. They moved quickly and efficiently, were highly commercial throughout, and delivered exactly what they had promised. This facility will make a real difference as we continue to grow our business, integrate past acquisitions, and build on the solid platform that my father put in place. We look forward to a strong partnership with the AURELIUS Finance Company team,” said Chris Freeman, CEO of The Tyre Group.

Founded in 2000 by Robert Freeman and now led by his son Chris, The Tyre Group operates under well-known regional brands including Malvern Tyres, Just Tyres, King David Tyres and County Tyres. With 116 locations across the Midlands and southern England and Wales, the group offers a full range of fast-fit automotive services and supplies tyres across the premium, mid-range and budget segments.

AURELIUS Finance Company was advised by Addleshaw Goddard (Legal), SIA Group (Accounts Receivable and Inventory Appraisals) and Colliers (Property Valuations). The company was further advised by HCR Law (Legal) and Hawkstone Commercial Finance (Debt Advisory).

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Sunds Fibertech acquires LÜBKE GmbH

Priveq

Priveq’s portfolio company Sunds Fibertech has acquired LÜBKE GmbH.

The acquisition strengthens Sunds Fibertech’s environmental systems portfolio, supporting their mission to “Boost your plant” by enhancing plant operations and air quality. LÜBKE’s market-leading technology and high-quality solutions complementing existing offering and positions Sunds to meet the growing demand for emission control solutions across the panelboard and other process industries.

Please find more information about the deal on Sunds Fibertech’s website.

For further information, please contact

Karl-Johan Willén
Partner & Investment Manager
Phone: +46 8 459 67 66
Mobile: +46 70 950 88 25
Email: karljohan.willen@priveq.se

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Noordhoff and Codename Future join forces in secondary vocational education

NPM Capital

Noordhoff and Codename Future join forces in secondary vocational education

Noordhoff, part of Infinitas Learning, and Codename Future have entered into a strategic partnership to strengthen core skills education in Dutch secondary and vocational education. The partnership marks an important step towards the common goal: to prepare young people optimally for full participation in society and the labour market.

 

Noordhoff is an educational publisher and market leader in language education for secondary vocational students. The organization offers a broad and flexible range of educational resources for developing basic skills, and has played a central role in strengthening the foundation of Dutch education for decades.

 

Codename Future, founded in 1995, is a market leader in citizenship and career education in secondary vocational education. The organization is known for its innovative approach, actively involving young people in the development of teaching materials – including through initiatives such as the youth editorial team “Young Reporters“.

 

The integration of the two parties started at the beginning of this year and is being implemented in phases. Existing programmes and services will remain available, while at the same time work is underway to develop new, motivating and skills-oriented teaching programs. Relevance to and involvement of young people are central to these efforts.

 

Martijn Spekman, managing director of Codename Future, said: “In Noordhoff we have found a partner who understands our mission. Together we can increase our impact and continue to build education that is designed together with young people.” Anneke Blok, managing director of Noordhoff, added: “Codename Future’s vision and expertise fit seamlessly with our ambition. Their youth-oriented approach brings new energy and inspiration. I look forward to the innovations that will come out of this partnership.”

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BetaNXT Acquires Delta Data, Provider of Streamlined Investment Fund Solutions for Distributors, Asset Managers and Transfer Agents

Clearlake

Acquisition Strengthens BetaNXT’s Ability to Further Simplify Complex Investment Fund Operations While Increasing Transparency and Reducing Risk

New York, NY—May 23, 2025—BetaNXT, a provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, announced today certain affiliates of BetaNXT have acquired Delta Data, a provider of global investment fund solutions. With the acquisition, BetaNXT continues to strengthen its ecosystem of wealth management technology solutions.

Delta Data is expected to expand BetaNXT’s suite of product capabilities with: • trade management, mutual fund sub-accounting and revenue management for wealth managers; • transfer agent functionality, fee management and compliance tools for asset managers.

“We are always enthusiastic about acquiring enterprises that improve the client experience,” said Bob Santella, CEO of BetaNXT. “Delta Data’s products, and commitment to simplifying investment fund processing and oversight through innovative technology that enables data connectivity, will enhance our ability to address pain points for a broader spectrum of clients in the asset and wealth management industry.” Founded in 1985, Columbus, GA-based Delta Data specializes in providing operational software solutions tailored to three primary segments of the asset management industry—fund distributors, asset managers and transfer agents. Its technology supports and streamlines mutual fund transaction processing and related data management, driving efficiency and mitigating risk. Its existing customers include four of the top 10 U.S. banks, three of the top five U.S. retirement plan recordkeepers, and 23 of the top 25 U.S. asset managers.

Backed by Clearlake Capital Group and Motive Partners, BetaNXT brings together wealth management solutions into a single, integrated platform. Delta Data’s technology solutions will be fully integrated with BetaNXT DataXChange, which simplifies the exchange of data for wealth management firms and their partners. By streamlining all data within a flexible and connected experience, DataXChange helps optimize what that data can do for fund distributors, asset managers and transfer agents, as well as their clients and partners.

“Joining forces with BetaNXT is the next logical step in our ongoing growth and expansion,” said Cameron Routh, CEO of Delta Data. “We believe that BetaNXT’s solutions, which power the Connected Wealth experience, will take our offerings for the mutual fund and Page 1 of 4 BetaNXT Has Acquired Delta Data, Respected Provider of Streamlined Investment Fund Solutions for Distributors, Asset Managers and Transfer Agents pooled fund space to the next level, and allow the distributors, asset managers and transfer agents we work with to do more with their data than they ever imagined.” BetaNXT was advised by Sidley Austin LLP. Delta Data was advised by D.A. Davidson LP and JonesSpross LLP. About BetaNXT BetaNXT powers the future of Connected Wealth by investing in platforms, products, and partnerships to accelerate growth, with a focus on providing frictionless wealth management enterprise solutions, real-time data capabilities, and enhanced advisor experience. Through its software, data, and operations-as-a-service approach, BetaNXT empowers its clients with flexible, efficient, connected solutions that anticipate their changing needs. BetaNXT’s comprehensive model reduces enterprise cost, streamlines operations processes, increases advisor productivity, and strengthens the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.

For more information visit www.betanxt.com. Alexandra Shafer & Madison Vance JConnelly for BetaNXT +1 (973) 934-5100 betanxt@jconnelly.com Laura Barger Head of Marketing and Communications, BetaNXT +1 (888) 949-9957, option 3 mediarelations@betanxt.com

About Delta Data Delta Data is a trusted provider of technology solutions for the mutual fund and pooled fund industry, processing trillions of dollars in assets for top financial institutions. Its industry-vetted SaaS integrated suite is trusted by four of the top 10 U.S. banks, three of the top five U.S. retirement recordkeepers, and 23 of the top 25 U.S. asset managers. Delta Data empowers financial companies to navigate the complex regulatory landscape and mitigate risk through efficient data management and streamlined automation. Claudine Martin Head of Marketing, Delta Data Page 2 of 4 BetaNXT Has Acquired Delta Data, Respected Provider of Streamlined Investment Fund Solutions for Distributors, Asset Managers and Transfer Agents +1 (508) 341-2123 cmartin@deltadatasoft.com

About Clearlake Clearlake Capital Group, L.P. is an investment firm founded in 2006 operating integrated businesses across private equity, credit and other related strategies. With a sector-focused, approach, the firm seeks to partner with experienced management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational approach, O.P.S.® The firm’s core private equity target sectors are technology, industrials, and consumer. Clearlake currently has over $90 billion of assets under management and its senior investment principals have led or co-led over 400 investments, and has deployed over $57 billion in liquid and illiquid credit investments globally. The firm is headquartered in Santa Monica, CA with affiliates in Dallas, TX, London, UK, Dublin, Ireland, Luxembourg, Abu Dhabi, UAE, and Singapore. More information is available at www.clearlake.com. Jennifer Hurson Clearlake Capital Group Media Contact – Lambert +1 (845) 507-0571 jhurson@lambert.com

About Motive Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to growth equity and buyout, primarily based in North America and Europe. The firm invests across five primary subsectors: Banking & Payments, Capital Markets, Data & Analytics, Insurance, and Wealth and Asset Management, and Motive Partners portfolio companies benefit from the firm’s fully integrated, proven Investor, Operator, Innovator (IOI) model, which brings together world-class fintech leaders and capabilities with deep industry knowledge, insight and experience. With offices in New York City, London, and Berlin, Motive Partners delivers differentiated expertise, connectivity, and capabilities to create long-term value in financial technology companies.

More information on Motive Partners can be found at www.motivepartners.com Britt Zarling Motive Partners +1 (414) 526-3107 britt.zarling@motivepartners.com Page 3 of 4 BetaNXT Has Acquired Delta Data, Respected Provider of Streamlined Investment Fund Solutions for Distributors, Asset Managers and Transfer Agents Page 4 of 4

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Finzzle Groupe enters into exclusive negotiations with Bridgepoint

Bridgepoint

Finzzle Groupe, a leading wealth management consultancy, has announced it has entered into exclusive negotiations with Bridgepoint, one of the world’s leading quoted private asset growth investors, with the latter to acquire a majority stake in the company.

The current management team and the founder will remain core shareholders alongside Bridgepoint Development Capital V – a fund focused on supporting fast-growing businesses across Europe – ensuring the stability and continuity of the business plan.

Founded in 1992, Finzzle Groupe has established itself as a recognised specialist in wealth management in France. Today, with €2.8 billion in assets under management, the group generates an annual gross inflow of €1.585 billion, driven by its exclusive network of over 3,300 independent wealth consultants, including 750 investment advisers (CIF) and 1,600 tied agents. The company also employs 330 staff, comprising product and wealth structuring specialists, middle and back-office teams, and functional support services.

Finzzle Groupe combines two complementary elements within its business model, benefitting both customers and advisers alike:

  • An entrepreneurial network culture, offering potential recruits from all backgrounds the opportunity to become business leaders in wealth management advisory. Through a structured career path, Finzzle Groupe provides its independent consultants with certified training, practical support in the field, and an attractive and motivating remuneration package.
  • Best-in-class customer experience, with a clear ambition: to democratise access to wealth management solutions and meet the specific expectations of investors. Finzzle Groupe is committed to providing them with appropriate, personalised advice to help them build, secure and pass on their wealth.

 

A pivotal transaction for Finzzle Groupe

The partnership with Bridgepoint opens a new chapter in the history of Finzzle Groupe. It is a key strategic step in the growth of the company and its long-term future. The deal will accelerate the company’s development and market expansion, consolidate its institutional base and significantly advance its entrepreneurial project.

By capitalising on Bridgepoint’s global platform and deep sector expertise, particularly in scaling specialist advisory businesses in finance and asset management spaces, Finzzle Groupe will be able to assert its position as a benchmark company in France, explore opportunities for external growth, and expand internationally.

Bertrand Demesse, Partner at Bridgepoint, commented:

“Finzzle Groupe is a pioneering player with a unique proposition in the wealth management market. With its innovative platform, strong growth and efficient distribution model, the company is ideally placed to meet the ever-increasing expectations of all clients for wealth management advice. We are delighted to be supporting the group and its teams in their next phase of development, so that together we can build a key industry leader.”

Philippe Lauzeral, Managing Director of Finzzle Groupe, adds:

“With Bridgepoint, we share the ambition of unleashing entrepreneurial energy and making wealth accumulation more accessible and better understood by everyone. Through this merger, we are laying the foundations for a new structural stage: institutionalising Finzzle Groupe and accelerating its development through the backing of a leading player. It’s a way of anchoring our collective project to serve our consultants, our clients and all our partners in the long term, while bringing in new resources to take us even further.”

Xavier Chausson, Chairman and Founder of Finzzle Groupe adds:

“I am delighted to be joining forces with Bridgepoint, and also to be handing over the operational and managerial chairmanship of the Group to Philippe Lauzeral, who has been at my side for 18 years. As Chairman of the Supervisory Board, I will continue to be the guarantor of the business model that has made the company so successful over the past 33 years.”

The transaction is expected to be completed in Autumn 2025, subject to the usual regulatory approvals.

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KKR Leads Financing for Greenbriar’s Acquisition of West Star Aviation

KKR

NEW YORK–(BUSINESS WIRE)– KKR, a leading global investment firm, today announced that credit funds and accounts managed by KKR served as lead investors on a debt financing for Greenbriar Equity Group’s acquisition of West Star Aviation (“West Star” or the “Company”).

Since its founding in 1947, West Star has built a reputation as a premier service provider for business aviation. The Company offers comprehensive MRO capabilities across aircraft manufactured by every major OEM and maintains the largest aircraft on ground (“AOG”) technician network nationally, ensuring prompt and reliable mobile repair services. Supported by a deeply knowledgeable and experienced management team, West Star remains focused on delivering excellent customer service and quality.

“West Star is an exceptional business with comprehensive capabilities and a strong customer value proposition that aligns with Greenbriar’s strategy of partnering with market leading aviation and aerospace businesses poised for growth,” said Noah Blitzer, a Managing Director at Greenbriar. “We are grateful for KKR’s support, which will help enable us, alongside management, to continue building on West Star’s legacy as a premier MRO provider delivering high quality service to its customers.”

“We are pleased to support Greenbriar in its acquisition of West Star Aviation, which we believe is well-positioned to expand its market reach in the resilient and growing aviation MRO space,” said Gene Kolodin, a Managing Director at KKR.

About KKR

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com. For additional information about Global Atlantic Financial Group, please visit Global Atlantic Financial Group’s website at www.globalatlantic.com.

About Greenbriar

Greenbriar is a middle market private equity firm with 20+ years of experience investing in market-leading services and manufacturing businesses. With $10+ billion of cumulative capital commitments, its investment strategy targets businesses led by experienced management teams capitalizing on strong long-term growth prospects that can benefit from Greenbriar’s deep sectoral expertise, strategic insight, and operating capabilities. For more information, please visit greenbriarequity.com.

About West Star Aviation

With more than 78 years of industry experience, West Star Aviation stands as a leading independent Maintenance, Repair, and Overhaul (MRO) provider. Employing over 3,000 professionals, West Star offers comprehensive services from our strategically located full-service facilities in East Alton, IL; Grand Junction, CO; Chattanooga, TN; Millville, NJ; Perryville, MO; and Statesville, NC, as well as multiple satellite locations. The company’s extensive capabilities encompass airframe maintenance, paint, interior, and avionics services, supported by the largest Aircraft On Ground (AOG) technician network in the country, ensuring prompt and reliable mobile repair services nationwide.

Julia Kosygina or Lauren McCranie | Media@kkr.com

Source: KKR

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