IDP STRATÉGIE acquired by COLBERT GROUPE
Context
Nantes-based Colbert Groupe has acquired a 51% majority stake in IDP Stratégie from its founder, Catherine Bizé. The transaction, initiated during a seminar organized by the InComon group, marks Colbert’s strategic entry into the Paris (Île-de-France) market. The acquisition was partially financed through bank debt, valuing IDP Stratégie between €1 million and €1.5 million. As part of the deal, Catherine Bizé has reinvested a portion of her proceeds into Colbert Groupe, joining the 14 other associate-managers at the group level. The strategic rationale for the acquisition is twofold: it provides Colbert Groupe with a permanent physical office in the capital to serve growing demand, and it immediately adds €85 million in Assets under Advisement (AuA) to the group’s "Patrimoine Finance" pole. This division now represents ~30 professionals and €5 million in revenue. For IDP Stratégie, the merger allows the team to deploy Colbert's wider range of specialized services (Real Estate, Retirement, Life Insurance) to its existing Parisian client base. This deal follows Colbert's strategy of disciplined external growth, bringing its total consolidated group revenue to €16 million in 2025.
IDP STRATÉGIE, which reported an EBITDA margin of in 2025, 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 (12.4x).
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Target
IDP Stratégie is a Paris-based independent wealth management firm. The firm provides bespoke financial advisory, estate planning, and asset allocation services to a high-net-worth clientele in the Île-de-France region. Operating with a team of five professionals, IDP Stratégie manages approximately €85 million in Assets under Advisement (AuA). Its business model is centered on a boutique approach, offering personalized "gré à gré" (private) advisory services. The firm’s strategy emphasizes long-term client relationships and a localized presence in the competitive Parisian wealth management market. By joining a larger group, IDP Stratégie aims to leverage expanded technical resources—including insurance, real estate, and retirement expertise—while maintaining its operational autonomy and historical client proximity.
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REFERENCES
Valuation range: EV 0M - 15M EUR
Revenue range: 0M - 5M EUR
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