Azzaro Trading S.A.

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Azzaro Trading S.A. - overview

Established

2014

Location

Lima, -, Peru

Primary Industry

Business Support Services

About

Azzaro Trading S. A. , located in Lima, Peru, specializes in providing comprehensive financial services, focusing on asset management, investment advisory, and financial consulting for individual and corporate clients across various markets. Founded in 2014, Azzaro Trading S.


A. is based in Lima, Peru, where it offers tailored financial solutions. The firm has completed a total of 2 deals. It was acquired by Carlyle Group in a PIPE transaction, with financial terms undisclosed.


Azzaro Trading S. A. primarily offers a range of financial services tailored to meet the needs of both individual and corporate clients. Their core services include asset management, investment advisory, and financial consulting, aimed at enhancing the financial performance of their clients' portfolios.


These services address various needs, such as wealth accumulation, risk management, and strategic investment planning. Azzaro Trading serves a diverse clientele that includes high-net-worth individuals, institutional investors, and corporate entities seeking to optimize their financial strategies. The company operates in several geographical markets, with a notable presence in regions such as Latin America, North America, and parts of Europe, allowing them to cater to a broad spectrum of financial needs and preferences. Azzaro Trading S.


A. generates revenue through a structured transaction model encompassing various financial services. The company engages in B2B and direct-to-consumer transactions, offering clients tailored financial solutions that involve asset management fees, advisory service charges, and performance-based commissions. Their flagship services, including investment advisory and personalized wealth management plans, are priced based on the complexity and scope of the services rendered.


In the most recent year, the EBITDA was USD 11,625,906. 90. Clients may engage in subscription-based models for ongoing advisory services, ensuring a steady revenue stream for the company. Additionally, partnerships with institutional clients bolster their revenue through collaborative investment initiatives and shared financial strategies.


Azzaro Trading S. A. has plans to expand its offerings by designing and launching new financial products aimed at enhancing client engagement and satisfaction. The company is targeting expansion into new markets, particularly in Asia and Europe, with plans to enter these regions by 2026.


The recent acquisition by Carlyle Group will provide the necessary capital to support these initiatives, allowing Azzaro Trading to enhance its service offerings and expand its geographic footprint.


Current Investors

Carlyle Group

Primary Industry

Business Support Services

Sub Industries

Security Services

Website

www.azzarotrading.com.pe

Company Stage

Mature - Growth Capital

Total Amount Raised

Subscriber access only

Azzaro Trading S.A. - financials

Fiscal Year EndedDec 31, 2016Dec 31, 2017Dec 31, 2018Dec 31, 2019Dec 31, 2020Dec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025
Revenue (USD)535,782,000593,084,000591,853,000663,151,000707,984,000786,922,000934,286,000---
% Revenue Growth (YoY)-10.7%(0.2%)12.0%6.8%11.1%18.7%---
EBITDA (USD)19,460,0007,246,00014,368,00020,877,00026,138,00025,713,00022,827,000---
Operating Income (USD)17,536,0007,246,00014,368,00020,877,00026,138,00025,713,00022,827,000---
Operating Margin3.3%1.2%2.4%3.1%3.7%3.3%2.4%---
% EBITDA Margin3.6%1.2%2.4%3.1%3.7%3.3%2.4%---
NET Income (USD)7,814,000(2,734,000)3,376,0006,257,00011,505,00010,013,000(2,618,000)---
% Net Margin1.5%(0.5%)0.6%0.9%1.6%1.3%(0.3%)---

Azzaro Trading S.A. - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Public to Private, Secondary BuyoutCompletedAzzaro Trading S.A.-
PIPECompletedAzzaro Trading S.A.-

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