When was FINAXY acquired by EQUISTONE?

FINAXY was acquired by EQUISTONE in 2014.

What was the revenue of FINAXY at the time of the deal?

The revenue of FINAXY at the time of the deal is estimated to be in the range of 10M - 30M EUR.

What was the EBITDA of FINAXY during the acquisition?

FINAXY's EBITDA is estimated to be in the range of 5M - 25M EUR.

How is the data for the FINAXY acquisition sourced and is it reliable?

Mynth data is contributed by a professional community of M&A and Private Equity experts. Each transaction, including the FINAXY deal, is systematically cross-verified by our team using private deal documents and official sources. You can also find the official press release for this transaction here: https://www.equistonepe.fr/newsdetail/equistone-investit-dans-finaxy-group-aux-cotes-de-son-dirigeant/431

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04/2014

FINAXY acquired by EQUISTONE

FRANCE Brokerage REV 10M - 30M EUR

Context

Equistone Partners Europe acquired a majority stake in Finaxy Group (c.80%), replacing the founding family office. The transaction values the group between €50 million and €100 million. Notably, the initial acquisition was reportedly completed without the use of debt, providing a clean balance sheet to fund an ambitious consolidation plan. The founder remains the CEO and a significant shareholder. The primary objective of this partnership is to double the group's revenue by targeting larger independent brokers with EBITDA margins exceeding 20–25%. This deal marks a shift in Finaxy's scale, moving from small tactical acquisitions to transformative industrial mergers within the fragmented French insurance brokerage landscape.

FINAXY, which reported an EBITDA margin of in 2014, is valued in this transaction at an EV/EBITDA multiple of , a level to compare with the average currently observed in the Financial Services sector (12.5x).

-> Deep-dive in Financial Services market trends

Target

Founded in 2009, Finaxy Group has rapidly ascended to become the 10th largest multi-specialist insurance broker in France, managing nearly EUR100 million in commissions with a robust 30% profitability margin. The group operates through three strategic pillars: a B2B division serving SMEs and mid-caps, a B2C division focused on high-growth luxury and affinity niches (such as prestige cars and pet insurance), and a dedicated partnerships division with major bancassurers.

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Historical Financials (EUR)

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2014

2013

Other operations with FINAXY

List of similar M&A transactions (Date, Acquirer, Target, Country, Sub-sector)
Date	Acquirer	Target	Country	Sector
09/2024	CINVEN	FINAXY	FRANCE	Brokerage
07/2020	ARDIAN	FINAXY	FRANCE	Brokerage

REFERENCES

Revenue range: 10M - 30M EUR

EBITDA range: 5M - 25M EUR

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of FINAXY by EQUISTONE are reserved for mynth community members. Register for free to unlock full data.

Authors: This transaction was contributed by a verified mynth contributor and cross-checked against available transaction documents and official company communications.

Acquirer: equistone