When was PATRIMMOFI acquired by ANDERA PARTNERS?

PATRIMMOFI was acquired by ANDERA PARTNERS in 2021.

What was the revenue of PATRIMMOFI at the time of the deal?

The revenue of PATRIMMOFI at the time of the deal is estimated to be in the range of 5M - 25M EUR.

How is the data for the PATRIMMOFI 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 PATRIMMOFI 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://capitalfinance.lesechos.fr/deals/capital-developpement/andera-sinvite-au-capital-de-patrimmofi-1342121

What is the average EV/EBITDA multiple for the Financial Services sector in 2026?

The average EV/EBITDA multiple for the Financial Services sector in 2026 is 12.4x.

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Home Database Financial ServicesPATRIMMOFI

08/2021

PATRIMMOFI acquired by ANDERA PARTNERS

FRANCE Wealth & Asset Management REV 5M - 25M EUR

Context

Andera Partners, a leading European private equity firm, has acquired a minority stake in Patrimmofi, a rapidly growing French private wealth advisory group. The transaction, completed in 2021, was carried out through Andera�s Expansion team (small-to-mid-cap fund) and marks a new phase of institutional backing for the firm, which was spun off from Primonial in 2016.

PATRIMMOFI, 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 (12.4x).

-> Deep-dive in Financial Services market trends

Target

Groupe Patrimmofi is a leading national platform in Wealth Management Advisory (CGP - Conseil en Gestion de Patrimoine). The group manages over €3 billion in assets under management (AuM) for a diverse clientele. Its business model is built on an "entrepreneurial association" strategy rather than a traditional integration model, allowing acquired firms to maintain their local brands and managerial autonomy while benefiting from a centralized platform of services and expertise. This approach has fostered a community of highly engaged managing partners focused on independent advice and human-centric client relationships. Over the last four years, the group has quintupled in size, significantly strengthening its central functions to support a high-volume "buy-and-build" strategy.

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Other operations with PATRIMMOFI

List of similar M&A transactions (Date, Acquirer, Target, Country, Sub-sector)
Date	Acquirer	Target	Country	Sector
09/2025	GROUPE VYV	PATRIMMOFI	FRANCE	Wealth & Asset Management

REFERENCES

Revenue range: 5M - 25M EUR

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of PATRIMMOFI by ANDERA PARTNERS 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: patrimmofi

Acquirer: andera partners