FINAXY
Acquired by
EQUISTONE
FINAXY acquired by EQUISTONE
Target
FINAXY
Acquirer
EQUISTONE
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.
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.
Ent. Value
LOGIN
Equity Value
LOGIN
Multiples Analysis
EV / Revenue
N/A
EV / EBITDA
N/A
EV / EBIT
N/A
Historical Financials (EUR)
Other operations with FINAXY
| Date | Acquirer | Target | Country | Sector | Target Description |
|---|---|---|---|---|---|
| 09/2024 | CINVEN | FINAXY | FRANCE | Brokerage | 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. |
| 07/2020 | ARDIAN | FINAXY | FRANCE | Brokerage | 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. |