The tax aspects of the transaction were handled by Hélène Leclère, partner at Mamou & Boccara, who advised the sellers from structuring through to completion of the sale.

The buyer, Kereis, is a leading European insurance brokerage group, with an extensive partner network and a diversified offering covering several key market segments.

Moncey Avocats acted as legal counsel to the buyer.

Finassur has a very strong presence in the North of France, an economically strategic region for Marsh. 

Marsh, a Marsh McLennan (NYSE: MMC) company, is the #1 insurance broker and risk advisor worldwide, advising clients in 130 countries through four companies: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With annual revenues of more than $24 billion and more than 90,000 employees, Marsh McLennan helps clients build confidence to succeed through the power of perspective.

This acquisition will enable Finassur’s clients and employees to benefit from Marsh McLennan's global capabilities, solutions, and expertise in the areas of insurance, risk management, and strategy consulting expertise to help them achieve their growth and development goals.

This transaction is an illustration of ADVANT Altana’s ability to manage complex cross-border transactions for US clients investing in Europe and requiring the involvement of numerous areas of the law.