Siège Social:

12 rue Léon Laval L-3372 Leudelange

R.C.S. Luxembourg B 27846

www.luxempart.lu

PRESS RELEASE

Luxempart to replace CAPZA as a minority shareholder in Coutot-Roehrig

and to deploy ca. EUR 57m

Luxembourg, April 18, 2023

Luxempart is pleased to announce that it has entered into an investment agreement to take up to ca. 43% in Coutot-Roehrig, a family-owned company founded nearly 130 years ago and having become the European leader in Estate Genealogy services with a direct presence in France, Italy, Spain, Belgium, Luxembourg, Switzerland, Monaco and the USA.

Coutot-Roehrig,majority-owned and led by Mr. Guillaume Roehrig, helps legal officers (mainly notaries) in identifying and locating heirs in case of inheritances without heirs. In addition to its network of subsidiaries, it has world-wide capabilities thanks to its wide network of correspondents and its state-of-the-art and proprietary databases. Coutot-Roehrig has experienced strong growth in the last decade and realized revenues in excess of EUR 70m in 2022.

Luxempart is going to partner up with Mr. Guillaume Roehrig, who remains the majority shareholder of the Group, and his management team. CAPZA is to sell its entire stake in the Group.

The transaction's completion, which remains subject to customary regulatory approvals, is expected for late June 2023.

Guillaume Roehrig, majority shareholder of the Group, comments: "The partnership with CAPZA has

worked perfectly well: their team was able to understand and listen and has supported us constantly over the last four years. They were always available when we needed them and rapidly took their rightful place. The arrival of Luxempart is a testimony to our target to accelerate our international development. We are impatient to benefit from their precious expertise."

Benoît Choppin, Managing Partner at CAPZA, adds: "Guillaume Roehrig placed his trust in us when he first opened Coutot-Roehrig's capital to a Fund. We are glad to have supported the Group's organic and external growth over the last four years."

Siège Social:

12 rue Léon Laval L-3372 Leudelange

R.C.S. Luxembourg B 27846

www.luxempart.lu

Olaf Kordes, Managing Director of Luxempart, says: "Since the beginning of our relationship, we were fascinated by the Group's business, its proprietary know-how and flawless execution, allowing it to claim market leadership in Europe and to show continuous growth. Luxempart will support the Group in its strategy to grow both thanks to organic development in its existing markets, but also to develop through external growth in European markets not yet covered."

About Coutot-Roehrig

Coutot-Roehrig is the largest probate research company in Europe specialized in the identification and location of rightful heirs worldwide since 1894. As probate researchers, they are legally appointed to proceed with the settlement of estates. Their task is to identify and locate heirs and to establish their entitlement all along the probate process.

With a nearly 130 years old experience, more than 300 employees and its strong network, Coutot- Roehrig has built group of 46 branch offices in France, Spain, Italy, Belgium, Luxembourg, Switzerland, Monaco and in the USA. Coutot-Roehrig works with the best professionals and experts in legal probate and research departments. They have access to its unique database of digitized archives covering more than 1 billion sets of data.

The Group deals on a yearly basis with more than 5,000 estates settled in France and abroad.

Contact : Christian Lacaze - + 33 1 44 41 80 80 - www.coutot-roehrig.com

About CAPZA1

Created in 2004, CAPZA is an established European private investment platform focused on small and mid- cap companies.

With €7.7 billion of assets2, CAPZA puts its experience and passion for investing at the service of investors in Europe and worldwide with its platform of 6 complementary areas of expertise: Growth Tech, Flex Equity, Flex Equity Mid-Market, Private Debt, Transition3 and Artemid4.

  1. CAPZA (formerly Capzanine) is the commercial name of Atalante SAS, portfolio management company approved on 11/29/2014 by the « Autorité des Marchés Financiers » under GP-04000065.
  2. Including assets managed by a third party and advised by Artemid SAS. Based on valuations as of 12/31/22 and also including funds raised until 03/31/23.
  3. The funds of the CAPZA Transition range are managed by the asset management company CAPZA, and advised by CAPZA Transition SAS which has financial investment advisor status (CIF in France), is registered under the Orias under the number 18001601 since the 03/23/2018.
  4. The funds of the Artemid range are managed by both by a third party and by the asset management company CAPZA and advised by Artemid SAS, which is a subsidiary of CAPZA and has financial investment advisor status (CIF in France). Artemid SAS is registered by the Orias under the number 14003497 since the 05/28/2014

Siège Social:

12 rue Léon Laval L-3372 Leudelange

R.C.S. Luxembourg B 27846

www.luxempart.lu

CAPZA offers financing solutions to small and mid-cap companies at every stage of their development. Its unique platform allows CAPZA to support companies over the long term by providing them with custom made financing solutions (majority equity, minority equity, subordinated debt, senior debt, etc.). CAPZA is a generalist but has built up strong expertise in supporting companies in the health, technology and services sectors.

CAPZA Group has more than 100 employees based in Paris, Munich, Madrid, Milan and Amsterdam.

More information: https://capza.co

Press contact: Caroline Karpiel, ckarpiel@capza.co, +33 6 47 62 07 35

About Luxempart

Luxempart is a Luxembourg-based listed investment company with a net worth of EUR 2.2bn backed by Luxembourgish entrepreneurial families. With permanent capital and a professional investment team, Luxempart provides flexible long-term financing solutions to entrepreneurs, families and management and actively supports its portfolio companies in their growth and international expansion.

Luxempart's Direct Investment strategy consists in investing equity tickets ranging from EUR 50m up to EUR 100m in the DACH region, France, BeLux and Northern Italy.

Contact: Olaf Kordes +352 437 43 5101 - www.luxempart.lu

Siège Social:

12 rue Léon Laval

L-3372 Leudelange

R.C.S. Luxembourg B 27846

www.luxempart.lu

Advisors to the Transaction

CAPZA

Benoît Choppin, Olivier Guine, Laure Tallon

Luxempart

Olaf Kordes, Louis de Kergos, Arthur le Mintier, Nikita Kuzmich

Bpifrance

Francis Estellat, Maud Moulin

Advisor to Sellers

Edmond de Rothschild Corporate Finance (Arnaud Petit, Aurélien

Bouvier, Hervé Bizot)

Advisor to Luxempart

Etxe Finance (Romain Petit, Henri Hitier)

Natixis Partners (Olivier Dardel, Denis Vidalinc, Sasha Grosman)

Legal Advisor to G. Roehrig

Moncey Avocats (Guillaume Giuliani, Marie-Victoire James)

Legal Advisor to CAPZA

Hoche Avocats (Grine Lahreche, Audrey Szultz)

Legal Advisor to Luxempart

Weil Gotshal Manges (Frédéric Cazals, Benjamin Pique, Claire Yu)

Elvinger Hoss & Prussen (Elisabeth Adam)

Commercial VDD

Indefi (Julien Berger, Mehdi Belefqih)

Financial VDD

Oderis (Julien Passerat, Lan Chau)

Legal VDD

FTPA (François-Xavier Beauvisage, Sophie Jouniaux, Laure Calice)

Strategic buy-side advisor

Roland Berger (Christian Heinis, Paul Simon)

Financial buy-side advisor

PwC (Guillem Filhol, Arnaud Thibesart, Charles Guenel)

Legal Advisor Financing Investor

Mayer Brown (Maud Bischoff, Mélanie Lakhfif)

Legal Advisor Financing Banks

De Pardieu Brocas Maffei (Christophe Gaillard, Joana Palermo)

Attachments

Disclaimer

Luxempart SA published this content on 19 April 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 19 April 2023 06:49:07 UTC.