Sanso Investment Solutions has agreed to merge with Longchamp Asset Management to create Sanso Longchamp Asset Management
Longchamp Asset Management
Longchamp is an independent asset management company founded in 2013, specializing in structured products and tailor-made solutions for a demanding European clientele of family offices, private banks and foundations. Longchamp has also developed cutting-edge expertise in Asian equity markets through a strategic partnership. The company is uniquely positioned at the crossroads of asset management and capital markets.
The Deal
The combined businesses will have €3 billion assets under management, 37 employees, rank in the top 30 French independent asset managers and will be better placed to face the future challenges of the asset management industry. The two businesses are highly complementary: Longchamp will benefit from Sanso’s expertise on all matters related to sustainable development, both in equity and bond management; Sanso will benefit from the expertise of Longchamp in the management of structured products and the use of complex quantitative strategies. This merger project plans to maintain all existing teams and areas of investment expertise under a common name: “Sanso Longchamp Asset Management.”
Lincoln International acted as the exclusive financial adviser to Sanso, working closely with management on their merger with Longchamp. Lincoln helped Sanso to emerge as the preferred strategic partner for Longchamp and secured an exclusivity period. Given the merger nature of the transaction and the use of external financing, Lincoln managed an extensive due diligence exercise on both businesses in a short period of time. Lincoln dealt with many stakeholders on both sides with different objectives to yield a collectively successful outcome.
Our Perspective
Antoine Dupont-Madinier, Managing Director in Lincoln’s Financial Institutions Group, commented, “This transaction further illustrates Lincoln’s ability to advise asset managers, regardless of their asset class of focus, on strategic options that enable them to accelerate their future growth plans whilst remaining independent.”
Sanso Investment Solutions
Founded in 2011, Sanso is an independent asset management company and a leading player in responsible and sustainable investment in France. Sanso offers a range of asset management services tailored to the needs of its clients (wealth management advisors, family offices and French institutions) through a range of mutual funds, expertise in discretionary management and dedicated investment products.
Lincoln has been instrumental in the success of this transaction. Their in-depth knowledge of the deal process, their undivided attention to details and their total dedication led to a flawless execution.
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