Levine Keszler advises Patrim One Assurances on its sponsorless MBO financed by Indigo Capital

Patrim One Assurance is organising its gradual transfer to the partners through a sponsorless MBO.

This transaction will enable the management team led by Remi Béguin and Thierry Barle to become the majority shareholders, while allowing the original partners to maintain a significant minority stake in the company.

This transaction was carried out with the support of Indigo Capital, which provided the sponsorless mezzanine financing, and Société Générale, which provided the senior financing (as lead manager). It will also enable Patrim One Assurances to benefit from the financial support of its new partners to make further acquisitions as part of its development.

Levine Keszler advised Patrim One Assurances on this transaction.

Counsel to Patrim One Assurances, its partners and directors :

Levine Keszler (financing: Aude Manzo-Keszler, partner, Suzanne Busnel): financing of the transaction

Rossi Bordes (Fritz Rossi, France Portmann, Pauline Thuet and Camille Gosselin): corporate services

Cazals Manzo Pichot Saint Quentin (Thomas Cazals): tax structuring

Lincoln International (Arnaud Dudognon, François Rispoli and Marc Aubert): M&A advice

Indigo Capital :

Cohen Amir Aslami (Karine Fitau, Rebecca Guyot and David Amiach): mezzanine debt advice

Société Générale:

Hogan Lovells (Sabine Bironneau-Loy, Constance Guyot and Louis Reynold de Seresin): senior debt advisor

Investor Advisory:

Oderis (Julien Passerat, Paul Locatelli)

About Patrim One Assurances

Patrim One Assurances, created in 2005 following a spin-off from Marsh, is an independent insurance brokerage specialising in international high net worth clients. The specialist broker has posted double-digit annual growth since its creation, driven by sustained organic growth and complemented by an active acquisitions policy.

For more information: www.patrimone.com

About Levine Keszler

Levine Keszler is a law firm specialising in corporate and finance. It was founded in 2018 by lawyers from leading Parisian business law firms. Its activity is organised around six practice areas: mergers and acquisitions, private equity, stock market and finance law, financing, restructuring and real estate.

Levine Keszler has particular expertise in LBOs and subsequent build-ups, especially in the technology, healthcare and B-to-B services sectors.