Rothschild Concordia SAS along with Peugeot Invest Société anonyme (ENXTPA:PEUG) and Dassault family and others made an offer to acquire remaining 40% stake in Rothschild & Co SCA (ENXTPA:ROTH) for ?1.5 billion on February 6, 2023. As per the transaction, Rothschild Concordia SAS will pay offer price of ?48 per share to the shareholders of Rothschild & Co SCA. As per the transaction, If the offer is filed and if the legal conditions are met, Concordia will apply for a squeeze-out. Concordia will partially finance the buyout with loans. It said it had signed commitment letters with two lenders. The transaction is subject to regulatory approvals. The transaction has been approved by the Rothschild & Co's Supervisory Board unanimously. The offer commenced from July 24, 2023, and will close on September 8, 2023.

Finexsi issued fairness opinion to Rothschild & Co's Supervisory Board.

Rothschild Concordia SAS along with Peugeot Invest Société anonyme (ENXTPA:PEUG) and Dassault family and others completed the acquisition of remaining 40% stake in Rothschild & Co SCA (ENXTPA:ROTH) on September 8, 2023.