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03/2021

GROUPE PREMIUM acquired by EURAZEO

FRANCE Wealth & Asset Management EV 300M - 700M EUR

Context

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.

GROUPE PREMIUM, which reported an EBITDA margin of in 2020, 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).

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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

Equity Value

Multiples

EV / Revenue

EV / EBITDA

EV / EBIT

Historical Financials (EUR)

Year
Rev
EBITDA
EBIT
2020
2019

Other operations with GROUPE PREMIUM

List of similar M&A transactions (Date, Acquirer, Target, Country, Sub-sector)
DateAcquirerTargetCountrySector
09/2023BLACKSTONEGROUPE PREMIUMFRANCEWealth & Asset Management

REFERENCES

Valuation range: EV 300M - 700M EUR

Revenue range: 50M - 100M EUR

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of GROUPE PREMIUM by EURAZEO 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.

Target: groupe premium

Acquirer: eurazeo