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Finaxy Group

Finaxy Group is a leading French multi-specialist insurance broker.

Focusing on high-value niche markets, Finaxy Group provides commercial and personal insurance services to over 10,000 companies and more than 150,000 individuals.

Its commercial client base includes retail chains, transportation and construction companies, whilst its personal insurance offering covers pets, collectors’ and prestige cars, hunting and works of art as well as luxury goods.

VALUE CREATION

Working in partnership with Equistone, Finaxy Group has continued to achieve external growth through a buy-and-build strategy focused on attractive niche markets, with 15 add-on acquisitions including Assurbike, Olivier Bernard, Anima Solutions and AGEF Courtage completed during the six-year holding period.

Additionally, new partnerships have been established with three large banking and insurance groups.

Equistone has supported Finaxy Group through the transition of restructuring its operational teams, which led to the appointment of a new CFO and new finance, HR and legal teams, as well as the setup of two new offices in Paris and Tours.

Established in 2009, Finaxy Group has grown into one of the top ten insurance brokers in France with over 240 employees and is forecast to achieve revenues of €40m in 2020.

THE EXIT

Equistone sold its Fund IV investment in Finaxy Group to Ardian Expansion.

Haltedauer

Apr. 2014 - Sep. 2020

Land

France

Unternehmensgegenstand

Financial Services

Umsatzsteigerung

€20m / €40m

Mitarbeiter bei Investition

170

Transaktionsstruktur

Primary MBO

The Group Management and I would like to thank Equistone for the past six years. This close teamwork has enabled us to achieve common goals while respecting Finaxy's human and entrepreneurial values, and to smartly position the group for strong and ambitious development.

Add-on Akquisitionen

AGEF Courtage
Juni 2020
JL Assurances
Mai 2020
Corporate Assistance
Dez. 2019
Ariassur
Mai 2019
Satec/Cannes
Apr. 2019
Proxia Assurances
Feb. 2019
Anima Solutions
Jan. 2019
XLB Assurances
Sep. 2018
JLM Assurances
2016
ACBS
2016
Olivier Bernard
2015
Addamas
2014
UPS
2014
Assurbike
2014