Groupe Premium Acquisition, Valuation, Funding & Investors

Groupe Premium was acquired by Eurazeo PME and Montefiore Investment for $313M in March 2021, a 4.3x multiple on $72M of revenue.

Groupe Premium acquisition price

$313M

Acquired by Eurazeo PME, Montefiore Investment · Mar 2021

Groupe Premium revenue at acquisition

$72M

Last twelve months · Mar 2021

Groupe Premium revenue multiple at acquisition

4.3x

EV/Revenue · Mar 2021

Cumulative funding Groupe Premium raised

$440M

across 1 funding round

Groupe Premium Overview

About Groupe Premium

Groupe Premium is a Paris-headquartered provider of wealth management solutions including life insurance, savings plans, and asset management for individuals and professionals. Operating since 2000, the group comprises entities specializing in unit-linked policies, pension schemes, and investment funds compliant with French regulations. It serves self-employed workers and high-net-worth clients through advisors in major cities like Lyon and Marseille. Groupe Premium integrates real estate investment options and retirement planning products.


Founded

2000

HQ

FranceLille

Status

Acquired

Customer focus

B2C & B2B

Revenue model

Product sales

Revenue

$216M (Jul 2023)

Valuation

$1.3B (Jul 2023)

Groupe Premium Acquisition

Groupe Premium was acquired by Eurazeo PME and Montefiore Investment for $313M on 18 March 2021.

The acquisition price implies a 4.3x revenue multiple on $72M of revenue.

Before the acquisition Groupe Premium had raised $440M across 1 funding round.

Groupe Premium, founded in 2000, is France’s leading independent broker for life insurance and retirement savings solutions targeting the mass affluent segment. Operating through Predictis and Capfinances brands, it distributes products for insurers like Swiss Life, Aviva, and Groupama Gan Vie, and includes Flornoy asset management with SRI-accredited funds. The company relies on over 600 independent agent partners offering comprehensive wealth management across France. Eurazeo PME signed an exclusivity agreement in March 2021 to acquire a majority stake in Groupe Premium from Montefiore Investment and management, valuing the company at €290 million with Eurazeo’s investment around €100 million depending on seller reinvestments. Groupe Premium reported €66.7 million revenue in 2020, up 28.5% from 2019 despite Covid-19. The partnership aims to accelerate growth via network expansion, buy-and-build with identified targets, digitalization, product diversification, and CSR initiatives.

Groupe Premium acquisition details
AcquirerDateTypePriceEV/Revenue
  • Eurazeo PME
  • Montefiore Investment
18 Mar 2021PE buyout$313M4.3x

Groupe Premium Valuation

Groupe Premium is currently valued at $1.3B, based on its undisclosed-stage round in July 2023.

The $440M round was led by Blackstone.

Groupe Premium valuation by funding round

Groupe Premium valuation by funding round
DateStageValuationRevenue Multiple
Jul 2023Undisclosed stage$1.3B6.1x

Groupe Premium Revenue

Groupe Premium's latest recorded revenue is $216M, as of its undisclosed-stage round in July 2023. At a $1.3B valuation, that implies a 6.1x revenue multiple.

Groupe Premium revenue by funding round

Groupe Premium revenue and valuation multiple by funding round
DateRevenue *ValuationRevenue MultipleStage
Jul 2023$216M$1.3B6.1xUndisclosed stage

* Revenue (or ARR) figures are the values recorded alongside each funding round. Typically run-rate revenue at the time of the deal, or a reported LTM (last 12 months) revenue.

Groupe Premium Funding History

Groupe Premium has raised a total of $440M across 1 funding round.

Groupe Premium funding rounds

Groupe Premium funding rounds
DateStageInvestorsRaisedValuationDeal Summary
Jul 2023Undisclosed stageBlackstone (lead)$440M$1.3BGroupe Premium is a leading French wealth management company founded in 2000, specializing in brokerage of life insurance and retirement savings products through networks like Predictis and Cap Finances, asset management via Flornoy-Ferri, and wealth management consulting. It manages €8.5 billion in assets and operates a network of 1,100 independent agents across France, with a wealth management consulting division handling €3 billion in assets under management resulting from eight acquisitions in the past two years. In July 2023, Eurazeo, alongside management led by Olivier Farouz and Montefiore Investment, signed a strategic financing agreement with Blackstone, under which Blackstone committed €400 million in financing equity and acquired a limited minority stake in Groupe Premium. Barings also renewed support with a €300 million debt package. The transaction valued the company at €1.15 billion enterprise value, enabling Eurazeo and affiliates to realize a 3.3x cash-on-cash multiple, including €185 million in cash proceeds (€65 million from Eurazeo's balance sheet) with the remainder reinvested. The deal, pending regulatory approval from supervisory authorities, supports Groupe Premium's accelerated growth, including organic expansion, product range strengthening, digitalization, and international push into Italy, Spain, and Belgium. In 2022, the company reported €188 million in turnover, up 80% from 2021, targeting €263 million in 2023 activity levels. Over the prior five years, revenue had multiplied by ten, reflecting strong performance in the wealth management sector.

Who has invested in Groupe Premium?

1 investor has backed Groupe Premium across its funding rounds, including Blackstone.

Lead investors include Blackstone.


Groupe Premium Investors

Investors in Groupe Premium by funding rounds participated
InvestorHQRoundsRoleFirst check

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Groupe Premium Competitors

Groupe Premium competitors include listed companies like Mercantil Servicios Financieros, Ategrity Specialty, Banvida and Grupo Nacional Provincial, and private ones like Willow Wealth and Fundamental.

Public and private companies comparable to Groupe Premium
CompanyHQStatusRevenueEBITDAValuationRevenue Multiple
Mercantil Servicios FinancierosVenezuelaVenezuelaPublicly listed$95M-$1.2B-
Ategrity SpecialtyUnited StatesUnited StatesPublicly listed$424M$98M$1.4B2.4x
BanvidaChileChilePublicly listed-$150M$1.3B-
Grupo Nacional ProvincialMexicoMexicoPublicly listed$6.8B$147M$1.4B0.2x
Willow WealthUnited StatesNew York City, NYPrivate$100M-$1.3B-
FundamentalUnited StatesNew York City, NYPrivate--$1.4B-

Groupe Premium Public Comps

Groupe Premium is no longer listed, but its public comps include Ategrity Specialty, Banvida, Grupo Nacional Provincial, Edelweiss Financial Services, UFG Insurance, IDI Insurance, Universal Insurance Holdings, Gulf Insurance Group, Trisura Group and Saga.

Last FYEV/RevenueEV/EBITDA
RevenueEBITDALast FYLTM2027ELast FYLTM2027E
Ategrity Specialty$424M$98M3.1x2.4x13.5x-
Banvida-$150M--9.1x-
Grupo Nacional Provincial$6.8B$147M0.2x0.2x9.5x-
Edelweiss Financial Services$606M-2.1x---
UFG Insurance$1.4B$170M1.0x1.0x8.3x-
IDI Insurance$373M$226M3.5x-5.8x-
Universal Insurance Holdings$1.6B$255M0.5x0.4x3.1x-
Gulf Insurance Group$1.9B$198M0.6x-5.6x-

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Common questions about Groupe Premium

When was Groupe Premium founded?Groupe Premium was founded in 2000.
Where is Groupe Premium headquartered?Groupe Premium is headquartered in Lille, France.
Is Groupe Premium publicly listed?No, Groupe Premium was acquired by Eurazeo PME and Montefiore Investment in March 2021.
Who acquired Groupe Premium?Groupe Premium was acquired by Eurazeo PME and Montefiore Investment in March 2021.
How much was Groupe Premium acquired for?Groupe Premium was acquired for $313M in March 2021, a 4.3x revenue multiple.
What is Groupe Premium's valuation?Groupe Premium was last valued at $1.3B in its undisclosed-stage round in July 2023.
How much funding has Groupe Premium raised?Groupe Premium has raised $440M across 1 funding round.
What was Groupe Premium's last funding round?Groupe Premium's last funding round was a $440M undisclosed-stage round in July 2023, led by Blackstone.
Who are Groupe Premium's investors?Groupe Premium's investors include Blackstone.
What is Groupe Premium's revenue?Groupe Premium's latest recorded revenue is $216M (July 2023).
What is Groupe Premium's revenue multiple?Groupe Premium's latest valuation implies a 6.1x revenue multiple ($1.3B valuation on $216M of revenue).
Which companies are comparable to Groupe Premium?Companies comparable to Groupe Premium include Mercantil Servicios Financieros, Ategrity Specialty, Banvida, Grupo Nacional Provincial, Willow Wealth and Fundamental.

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