Groupe Primonial S.A.S.

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Groupe Primonial S.A.S. - overview

Established

1989

Location

Paris, -, France

Primary Industry

Financial Services

About

Established in 1989 in Paris, France, Groupe Primonial S. A. S. excels in wealth management, offering an extensive suite of services to cater to the diverse financial needs of high-net-worth individuals and families.


Groupe Primonial S. A. S. specializes in wealth management services, focusing on personal and professional asset structuring and optimization.


Founded in 1989, the company is headquartered in Paris, France. It has successfully completed a total of 6 deals, with its most recent deal occurring on September 10, 2019, during a SECONDARY BUYOUT that raised EUR 30. 00 mn from investors including BlackFin Capital Partners and Latour Capital. The founder's details are not publicly available.


Groupe Primonial S. A. S. provides wealth management services aimed at personal and professional asset structuring, legal and tax optimization, and international mobility solutions.


The company serves a client base of approximately 100,000, including families and business owners, and offers tailored financial advice, investment strategies, estate planning, and financial engineering solutions across France and international expatriate territories. In 2023, Groupe Primonial S. A. S.


reported a revenue of EUR 127,397,839 and an EBITDA amounting to EUR 5,683,578, driven primarily by personalized advisory services and long-term client relationships. Following the September 2019 acquisition by a consortium led by Latour Capital, Groupe Primonial S. A. S.


aims to enhance its international presence and diversify its service offerings. The investment is earmarked for accelerating internationalization and expanding the range of solutions available to clients. Specific plans include the launch of new products targeting emerging markets and regions, although detailed timelines for these expansions have yet to be publicly disclosed.


Current Investors

Crédit Mutuel Arkéa, Bridgepoint Group, LGT Capital Partners

Primary Industry

Financial Services

Sub Industries

Investment Banking, Life Insurance

Website

www.primonial.com

Verticals

FinTech

Company Stage

Mature

Total Amount Raised

Subscriber access only

Groupe Primonial S.A.S. - timeline of key events

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Groupe Primonial S.A.S. - financials

Fiscal Year EndedDec 31, 2016Dec 31, 2017Dec 31, 2018Dec 31, 2019Dec 31, 2020Dec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024
Revenue (USD)191,252,980238,740,601207,565,2933,593231,209,441135,077,816---
% Revenue Growth (YoY)-24.8%(13.1%)(100.0%)6434897.0%(41.6%)---
EBITDA (USD)34,769,00639,212,62136,309,427(4,057)22,442,453(922,211)---
Operating Income (USD)33,239,62638,205,35634,897,551(4,057)21,756,474(3,068,999)---
Operating Margin17.4%16.0%16.8%(112.9%)9.4%(2.3%)---
% EBITDA Margin18.2%16.4%17.5%(112.9%)9.7%(0.7%)---
NET Income (USD)18,074,760(2,977,700)25,181,040(4,620)11,829,7444,882,864---
% Net Margin9.5%(1.2%)12.1%(128.6%)5.1%3.6%---

Groupe Primonial S.A.S. - 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)
Add-on, Trade SaleCompletedPrimonial Ingénierie & Développement -
Add-onCompletedLeemo-
Trade SaleCompletedEmeria Europe-
Add-onCompletedUnion Générale des Placements-
Secondary BuyoutCompletedGroupe Primonial S.A.S.-

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Groupe Primonial S.A.S. - employee data

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