3B

What 3B does

3B Groupe is a privately held French wealth management and M&A advisory firm that operates an integrated platform serving French entrepreneurs and high-net-worth individuals across the full lifecycle of professional and private wealth. The firm is structured around two service lines: 3B Private Office delivers multi-family office services (investment advisory, legal and tax structuring, administrative and family services) for clients with €2M–€300M in supervised assets, while 3B Corporate Office manages business sale (cession) and fundraising (levée de fonds) mandates for PME and ETI companies with enterprise values between €5M and €100M.

The business model is fee-for-advisory with no proprietary technology disclosed — the offering is delivered through high-touch, executive-led mandates rather than a software platform. 3B generates revenue through tiered success fees on M&A transactions (5% on the first €5M of enterprise value, 3% on the next €15M, 1.5% on the remainder, with a €250k minimum) and annual advisory fees on private wealth (1% on the first €5M supervised, 0.5% above, capped at €100k/year for assets below €20M). A formalized referral program (parrainage) pays ambassadors 5–15% commissions to drive client acquisition, with all pricing publicly posted and identical across direct and referred clients.

The group operates through an alliance of specialist partner firms rather than a traditional parent-subsidiary structure: Intuitu Partners provides M&A execution, while Justae and MJ&Cie deliver Family Office services, with the leaders of all three firms sitting on 3B's Strategic Committee alongside founders Anthony Devines and Laurent Bernard. 3B operates from Paris (headquarters at 128 rue La Boétie) and Geneva, employs 30+ collaborators, and reports 100+ cumulative M&A transactions and 50+ long-term Family Office clients across the partner franchises. The firm differentiates on structural fee independence (100% of third-party retrocessions passed back to clients) and bundled pre-cession, cession, and post-cession advisory under a single accountable relationship.

Name

3B

Legal name

3B Groupe

Website

https://3b-groupe.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

3B Groupe is a privately held French advisory firm integrating M&A services (Corporate Office) for PME/ETI sellers with multi-family office services (Private Office) for HNW clients, delivered through an alliance with Intuitu Partners, Justae, and MJ&Cie.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Cross-Border M&A Advisory (FSAEAGAH)

Keywords

• M&A advisory services
• Family office management
• Private wealth advisory
• Business sale advisory
• Fundraising advisory

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Cession - Success Fees (Honoraires de succès): 3B charges success fees on M&A transactions calculated by tiered tranches of enterprise value (VE). The fee structure is 5% on the first €5M of VE, 3% on the next €15M, and 1.5% on the remainder. Minimum success fee is €250k HT (equivalent to a VE of €5M). A fixed fee of €0 is charged at deal start. Optional bonus percentage above a client-defined pivot VE can be added.
2. Levée de fonds - Success Fees: For fundraising mandates (currently for mature companies only), 3B charges tiered success fees of 5% on the first €5M raised and 3% on amounts above €5M. Minimum success fee is €250k HT (equivalent to €5M raised).
3. Family Office - Annual Advisory Fees: 3B charges annual advisory fees on supervised private wealth (patrimoine supervisé), calculated as 1% on the first €5M, 0.5% on amounts above €5M, with an annual cap of €100k HT for supervised assets below €20M. Minimum supervised assets threshold is €2M. 100% of fee retrocessions from investment providers are passed back to clients.
4. Referral / Sponsorship Commissions (Parrainage): 3B pays referral commissions to ambassadors: 15% of 3B Private Office fees for the first 12 months for private wealth referrals; 5% of 3B Corporate Office fees for professional referrals (increased to 15% if the ambassador is an M&A professional or sector expert acting as Senior Advisor). Referrals are valid for 3 years from the client's first engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

3B Groupe provides integrated advisory for entrepreneurs covering M&A (sale of PME/ETI companies and capital raising) and private wealth management (multi-family office services including investment advisory, legal/tax structuring, and administrative/family services). The firm delivers these services directly and through an alliance of three specialist partners: Intuitu Partners for M&A execution, Justae and MJ&Cie for family office services. Engagement is fee-transparent, with success-based fees on transactions and recurring annual fees on supervised assets, and 100% of third-party retrocessions passed back to clients.

Product overview

3B Groupe operates as a unified platform combining two core service lines: 3B Private Office (Family Office) for private wealth management and 3B Corporate Office for professional asset M&A and fundraising advisory. The company has built an alliance of specialized partner firms including Intuitu Partners for M&A, Justae and MJ&Cie for Family Office services, enabling a comprehensive offering that covers pre-cession planning, transaction execution, and post-cession wealth management. Services are structured in tiers based on asset under management with published fee schedules.

Differentiator

Problem solved

Functional benefit

Brands

• 3B Corporate Office: Professional wealth management services for entrepreneurs including M&A advisory, succession planning, and fund-raising support.
• 3B Private Office

Products and services

• 3B Private Office (Family Office) Long-term global management of private wealth for high-net-worth individuals and families, covering investment advisory, legal and tax structuring, administrative services, family governance, secure document management and consolidated reporting. Targets clients with supervised assets of €2M to €300M, delivered jointly with alliance partners Justae and MJ&Cie.
• 3B Corporate Office (Cession & Levée de fonds) Global project management for entrepreneurs and business owners covering total or partial sales of PME/ETI companies (cession) and capital raising (levée de fonds, currently for mature companies). Target enterprise values range from €5M to €100M, with success-based fees calculated as a percentage of enterprise value or amount raised.
• Cession (Business Sale Advisory) End-to-end project management for the sale of a PME or ETI company, including preparation phase (structuring, document preparation, buyer research), negotiation phase (discussions, due diligence coordination, legal oversight) and execution. Success fees are tiered on enterprise value with a minimum of €250k HT.
• Levée de fonds (Fundraising Advisory) Global project management for capital raising by mature companies, including process structuring, investor research and negotiations. Success fees are tiered on amounts raised (5% on first €5M, 3% above), with a minimum success fee of €250k HT.
• Préparation Patrimoniale (Pre-Sale Wealth Preparation) One-time mission to anticipate and structure an entrepreneur's private wealth ahead of a business sale, including personal financial simulations, contribution-sale structures (apport-cession) and donations to optimize the post-sale outcome.

Quantifiable outcome

• 100+ cumulative M&A transactions handled across member firm teams, with enterprise values from €5M to €100M
• +3 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Intuitu PartnerscoreStrategic or Co-development Partner · 8 February 2024Intuitu Partners is a mergers and acquisitions advisory firm specialized in Small/Mid-Cap transactions, founded by Nicolas Evin (ex-Merrill Lynch). 3B and Intuitu Partners have formed joint ventures as part of the 3B alliance, with Intuitu providing the M&A execution expertise within 3B's integrated pre-cession, cession, and post-cession offering. Nicolas Evin also joined the 3B Strategic Committee.
• JustaecoreStrategic or Co-development Partner · 8 February 2024Justae (Justae Gestion Privée) is a Paris-based wealth advisory firm led by Bastien Baron, specializing in 360-degree private wealth management for executives and business owners. It is one of the member companies providing the Private Office / Family Office leg of 3B's integrated offering. Bastien Baron joined the 3B Strategic Committee.
• MJ&CiecoreStrategic or Co-development Partner · 8 February 2024MJ&Cie is the first French multi-family office, present in Paris and Geneva, recognized as 'European Family Office of the Year 2009' and 'Indispensable Family Office of the French market' since 2015. It is a member company providing the Private Office / Family Office services within the 3B alliance. François Mifflin du Jourdin, MJ&Cie's founder, is co-founder of ENFO and joined the 3B Strategic Committee.
• AFFO (Association Française du Family Office)minorOthers · 8 February 2024MJ&Cie is an active member of the AFFO and signatory of its charter. The AFFO works to develop best practices, tools, and professionalization of the Family Office profession in France.
• ENFO (European Network of Family Offices)minorOthers · 8 February 2024ENFO (European Network of Family Offices) is co-founded by François Mifflin du Jourdin of MJ&Cie. It facilitates knowledge exchange and experience-sharing among leading European Family Office practitioners.

Scale indicators8 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Foliage (Foliage Avocats / Foliage M&A): French M&A boutique advising SMEs and mid-market companies on sale transactions, with comparable enterprise value range and entrepreneur-owned target segment. Closely mirrors 3B Corporate Office's cession proposition on the smaller-ticket side.
• Eight Advisory: Independent French advisory firm providing M&A and corporate finance services to mid-cap companies across Europe, with strong French SME/ETI deal flow. Directly competes with 3B Corporate Office on sell-side mandates and shares a similar boutique, partner-led execution model.
• Cambon Partners: Paris-based independent M&A advisory firm focused on French mid-market and ETI transactions, with a deal-size profile (€10M–€200M enterprise values) directly overlapping 3B's Corporate Office cession mandate. Comparable boutique mid-market advisory positioning with similar transaction-fee economics.
• Financière de Courcelles: Independent French M&A advisor specializing in mid-cap transactions (typically €20M–€500M), closely aligned with 3B's cession mandate on the larger end. Similar partner-led, conflict-free positioning focused on French family-owned and entrepreneur-led businesses.
• Cyrus Group: French multi-family office and wealth advisory firm serving HNW entrepreneurs and families with comprehensive private wealth services. Direct overlap with 3B's Private Office / Family Office offering and similar entrepreneur-centric target segment.
• Capitalmind: European mid-market M&A advisory with a strong French presence (Paris HQ), serving SMEs and ETIs with transaction sizes comparable to 3B's €5M–€100M range. Comparable sell-side advisory model and target entrepreneur/owner segment.

Broad incumbents

• Rothschild & Co: Global advisory house with deep French roots offering both M&A advisory (Global Advisory) and private wealth management (Wealth & Asset Management). Overlaps with 3B across both legs but operates at materially larger scale and broader geographic footprint, targeting larger mid-cap and large-cap clients.
• Lazard: Global financial advisory and asset management firm with a long-established French presence (Lazard Frères). Competes broadly with 3B Corporate Office on mid-cap M&A and with Private Office on HNW advisory, but at materially larger scale and broader product set.
• Edmond de Rothschild Private Wealth: Swiss/French private bank and wealth manager with a strong HNW/entrepreneur client base and family office services. Directly comparable to 3B Private Office on wealth advisory but operates at a much larger balance sheet and broader product spectrum.

Regional players

• Pictet Group: Geneva-headquartered Swiss private bank and asset manager with significant wealth management and family office capabilities. Comparable to 3B on the Private Office side with cross-border Geneva presence, though at vastly larger AUM scale and broader geographic reach across Europe, Asia, and the Middle East.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/3b-groupe-com

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 3B