At what enterprise value was IDP STRATÉGIE acquired in 2026?

During the acquisition of IDP STRATÉGIE by COLBERT GROUPE in 2026, the company was valued at an estimated revenue multiple of below 5x. The transaction's Enterprise Value is estimated to be in the range of 0M - 15M EUR. By registering for free, you get access to complete and exact transaction details including enterprise value, revenue, and EBITDA. Additionally, our database shows that the Financial Services industry currently tracks an average EBITDA multiple of 12.9x, providing a valuable benchmark for this transaction.

What was the EV/EBITDA of IDP STRATÉGIE when it was acquired by COLBERT GROUPE?

The exact EV/EBITDA multiple for IDP STRATÉGIE is available on mynth capital. For comparison, the Financial Services sector currently shows an average EBITDA multiple of 12.9x. Join our community for free to access full valuation data and industry trends.

When was IDP STRATÉGIE acquired by COLBERT GROUPE?

IDP STRATÉGIE was acquired by COLBERT GROUPE in 2026.

What was the revenue of IDP STRATÉGIE at the time of the deal?

The revenue of IDP STRATÉGIE at the time of the deal is estimated to be in the range of 0M - 5M EUR. Register for free to access the full transaction report and exact valuation multiples.

What is Enterprise Value (EV)?

Enterprise Value (EV) is a measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization. EV includes in its calculation the market capitalization of a company but also short-term and long-term debt as well as any cash on the company's balance sheet.

What is the EV/EBITDA multiple and why is it used?

The EV/EBITDA multiple is a financial ratio that compares a company's Enterprise Value (EV) to its Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA). It is widely used in M&A and valuation because it allows for comparisons between companies with different capital structures and provides a clear view of operational profitability.

How is the data for the IDP STRATÉGIE 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 IDP STRATÉGIE 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.colbertgroupe.com/2026/03/25/colbert-groupe-annonce-lentree-de-colbert-patrimoine-financeau-capital-didp-strategie/

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Home Database Financial ServicesIDP STRATÉGIE

03/2026

IDP STRATÉGIE acquired by COLBERT GROUPE

FRANCE Wealth & Asset Management EV 0M - 15M EUR

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 LOGIN in 2025, is valued in this transaction at an EV/EBITDA multiple of LOGIN, a level to compare with the average currently observed in the Financial Services sector (12.9x).

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

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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Similar deals in Financial Services

List of similar M&A transactions (Date, Acquirer, Target, Country, Sector, Deal Context)
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10/2025	PAI PARTNERS	CYRUS	FRANCE	Wealth & Asset Management	The strategic entry of PAI Partners into the capital structure of Cyrus Group signifies a major advancement for the independent wealth management sector in Europe. The strategic logic of this transaction hinges on a "platform-acceleration" maneuver, merging the target’s technical operational depth in wealth advisory with the sponsor’s extensive expertise in scaling global business services
09/2025	QUALIUM	GROUPE ALLEN	FRANCE	Wealth & Asset Management	The transaction involves the acquisition of a majority stake in Groupe Allen by Qualium. The operation sees the exit of Parquest, which was a minority shareholder of the wealth management advisor since 2021
09/2025	GROUPE VYV	PATRIMMOFI	FRANCE	Wealth & Asset Management	Groupe VYV has acquired a controlling interest in Groupe Patrimmofi, facilitating the exit of Andera Partners (via its Andera Expansion fund). This transaction follows a period of hyper-growth where the target quintupled its size and executed 18 strategic bolt-on acquisitions under the stewardship of private equity
11/2024	APAX PARTNERS	EVELYN PARTNERS	UNITED KINGDOM	Wealth & Asset Management	Apax Partners agreed to acquire the Professional Services business of Evelyn Partners. The transaction resulted from a competitive process where Apax outbid rival Bridgepoint. Upon completion, the business will be rebranded as S&W, returning to its historical roots

REFERENCES

Valuation range: EV 0M - 15M EUR

Revenue range: 0M - 5M EUR

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

Authors: verified mynth contributor (mynth data is contributed by M&A / PE professionals and systematically cross-verified with private deal documents and official press releases).