On December 17, 2025, ADVANT Altana advised the shareholders of RF Assurances, an insurance brokerage and wealth advisory firm, on the sale of 100% of the company’s share capital to the Kereis group.
This transaction involved corporate matters as well as regulatory and compliance considerations. The team, led by Gilles Gaillard and Margaux Ripert (M&A), supported the sellers throughout the entire transaction process.
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.
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