On January 16, 2023, the Supervisory Board of Rothschild & Co SCA appointed Finexsi as independent expert in connection with the proposed simplified tender offer – to be possibly followed by a squeeze-out – initiated by Concordia and targeting the Rothschild & Co shares.

Following its due diligence, Finexsi issued a fairness opinion on July 4, 2023, which was attached to the note in response.

The assignment was led by Olivier Péronnet and Lucas Robin, assisted by Thomas Libs.