Eight Advisory assisted the Matmut Group  in its acquisition of HSBC Assurances Vie France 

Eight Advisory assisted the Matmut Group  in its acquisition of HSBC Assurances Vie France 

Eight Advisory and Eight Advisory Avocats provided actuarial & risks, financial, strategic & operational, technology, HR, real estate, legal/social due diligence services, and financial valuation services to the Matmut Group as part of its acquisition of HSBC Assurances Vie France. This is the largest deal in the French insurance sector since 2022.

This project is part of the Matmut Group’s 2024-2026 strategic plan ‘Objectif: Impact!’, which aims to increase the share of life insurance, particularly savings, in its business model. 

The plan is expected to be finalised in the second half of 2025. The proposed acquisition of HSBC Assurances Vie (France) will be carried out in accordance with the timetable for consultation with the employee representatives of the parties involved, and validation by the competent external authorities, in particular the French regulator ACPR and the Anti-trust Authority (autorité de la concurrence). 

 

Eight Advisory team members supporting this transaction 

  • Actuarial & Risks due diligence: François Beugin (Partner), Robin Aizac (Manager) 
  • Financial due diligence: Christophe Delas (Partner), Gaultier Montout (Manager) 
  • Strategic & operational due diligence (carve-out and synergies): William Berger (Partner), Fabien Naveilhan (Manager) 
  • Technology due diligence: Jean-Christophe Fuzzati (Partner), Adrien Kassel (Director), Jean-Baptiste Seferian (Manager) 
  • HR due diligence: Thibault Chêne (Director), Fiona Baruchel (Senior Manager) 
  • Real estate due diligence: Philippe Méjean (Partner), Arnaud Syoen (Director), Sandrine Hubert (Director) 
  • Financial valuation: Romain Le Théo (Partner), Mathieu Mollard (Manager) 

 

 

Eight Advisory Avocats team members advising on this transaction 

  • Legal/social due diligence: Barbara Jouffa (Partner-Attorney at law), Delphine Sauvebois-Brunel (Attorney at law) 

  

François

Beugin

Partner

Actuarial

Eight Advisory Paris

Christophe

Delas

Partner

Transaction Services

Eight Advisory Lyon

William

Berger

Partner

Strategy & Operations

Eight Advisory Paris

Jean-Christophe

Fuzzati

Partner

Technology Transformation

Eight Advisory Paris

Philippe

Méjean

Partner

Real estate

Eight Advisory Paris

Romain

Le Théo

Partner

Strategic Valuation & Modeling

Eight Advisory Paris

Barbara

Jouffa

Partner

Corporate M&A

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