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M&A

GROUPE PREMIUM

Acquired by

BLACKSTONE

FRANCE Wealth & Asset Management EV [1b EUR - 100b EUR] 09/2023

Target

GROUPE PREMIUM

Acquirer

BLACKSTONE

Context

Groupe Premium, a French leader in wealth management and insurance solutions, has secured a strategic investment from Blackstone via its Tactical Opportunities fund. Existing shareholders Eurazeo and Montefiore remain committed to the group, with Eurazeo retaining its majority position. This capital injection, supported by new debt financing, aims to accelerate the company's international expansion across Europe and fuel its ambitious organic and external growth strategy.

GROUPE PREMIUM, which reported an EBITDA margin of LOGIN in 2023, is valued in this transaction at an EV/EBITDA multiple of LOGIN, representing a LOGIN discount to the 14.0x average currently observed in the Financial Services sector.

Note that this data is based on contribution from our growing community, composed of M&A and Private Equity professionals, and has been verified by our team to ensure its accuracy.

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Target

A leading French broker specializing in wealth management, life insurance, and asset management. The group operates through a network of independent agents and business centers, providing savings and retirement solutions to high-net-worth and mass-affluent individuals.

Ent. Value

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Equity Value

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Multiples Analysis

EV / Revenue

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EV / EBITDA

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EV / EBIT

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Historical Financials (EUR)

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EBITDA
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2023
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2022
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Other operations with GROUPE PREMIUM

DateAcquirerTargetCountrySectorDeal Context
03/2021EURAZEOGROUPE PREMIUMFRANCEWealth & Asset Management

Eurazeo PME entered into exclusive negotiations to acquire control of Groupe Premium from Montefiore Investment. The transaction is characterized by an exceptionally strong management alignment: the team reinvested significantly (ticket of ~EUR80m) to retain 49% of the capital. Montefiore retained a minority stake. Eurazeo invested an equity ticket of approximately EUR100m. The financing was completed by a unitranche debt of ~EUR110m provided by Barings. The deal also expanded employee shareholding from 69 to 219 individuals. The strategy focuses on market consolidation (ongoing acquisition of FerriGestion) and expanding the physical network.

mynth data is contributed by M&A / PE professionals and systematically cross-verified against private deal documents and official releases. All source materials are destroyed post-validation to guarantee data anonymity and compliance.