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Insurance & Wealth Management

Lumnis Gestion Privée acquiert Sateco Assurance et s'implante à Tours
07/09/2026

Lumnis Gestion Privée acquires Sateco Assurance and opens in Tours

Lumnis Gestion Privée, the shared brand of the firms integrated by Finare Patrimoine, has announced the acquisition of Sateco Assurance, a brokerage firm based in Tours and specialising in advising self-employed healthcare professionals. The transaction marks the group’s first location outside the Île-de-France region. Analysis by the experts at Auris Finance, advisers in mergers and […]

Lapi Groupe accueille trois courtiers supplémentaires dans son réseau
02/07/2026

Lapi Groupe strengthens its insurance broking network with three new deals

Lapi Groupe, a national network of multi-specialist insurance brokers, has announced that it has taken stakes in three new broking firms: Kaducea Protection Sociale, based in Lorient (Morbihan); Kern Assurances, based in Loire-Atlantique; and Cabinet Quinto, located in Sainte-Maxime (Var). The three deals, effective as of 31 December 2025, take the number of brokers in […]

Illustration showing M&A insurance as a protection tool for buyers and sellers in mergers and acquisitions in France.
11/02/2026

Focus on M&A Insurance: A Tool Becoming More Widely Adopted

Going beyond the representations and warranties provided by the seller: that is the purpose of M&A insurance, which is now becoming more widely adopted. As a true protection tool, it allows the seller to be covered against potential unexpected issues, while reassuring the buyer about the solidity of the deal. An effective solution, provided one […]

AU Group renforce son maillage territorial avec l'acquisition de Meurice Assurance-Crédit et GESCO
22/01/2026

AU Group strengthens its territorial footprint with the acquisition of Meurice Assurance-Crédit and GESCO

AU Group, a brokerage and advisory firm specializing in credit and political risk management and in working capital financing, announces the acquisition of Meurice Assurance-Crédit and GESCO, two independent brokerage firms recognized for their expertise in managing non-payment risk. This dual transaction is part of the “Driving New Excellence 2029” strategic plan that the family-owned […]