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Primonial

Primonial
1989 FOUNDED
PRIVATE STATUS
801-900 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE (Announced)
7 FINANCING ROUNDS
10 INVESTMENTS
Description

Provider of wealth management, asset management and real estate services. The company offers wealth management services from building wealth to its transfer, through the organization of retirement or by seeking solutions for tax relief in France and worldwide.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Insurance
Other Industries
Real Estate Investment Trusts (REITs)
Life and Health Insurance
Asset Management
Primary Office
  • 6-8 Rue Général Foy
  • CS 90130
  • 75008 Paris
  • France

+33 01 00 00 00 00

Primonial Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Primonial Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Algonquin Management Partners Formerly PE-Backed Brussels, Belgium 0 000.00 000000&0 000.00
00000 Corporate Backed or Acquired Houston, TX 0000 000000&0
000000 000000 Corporate Backed or Acquired Zurich, Switzerland 00000 00.000 00000000000 00.000
000 000000 Corporation New York, NY 00000 000 000000000000 000
00000 00000 Corporate Backed or Acquired San Francisco, CA 000000 00000000000
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Primonial Investments (10)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000è00 00 0'00 14-Mar-2019 0000000000 Asset Management
0000000 0000000000 31-Aug-2018 0000000000 00000 Hospitals/Inpatient Services 0000000 00é0000
000000000 0000 17-Jul-2018 000000000 00000000 00000 00é00000 00000
0000000è00 00 0'00 31-Mar-2018 000000000 00000 Asset Management 00é00000 00000
Osca Fund Management 22-Nov-2013 Buyout/LBO Other Financial Services
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Primonial Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000-00000 12-Oct-2012 0000000000 Completed
  • 2 buyers
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Primonial Subsidiaries (2)

Company Name Industry Location Founded
Financière de l'Echiquier Asset Manager Paris, France 1991
000000 0000000 000 Other Financial Services Rueil-Malmaison, France 0000
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Primonial Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Primonial Executive Team (9)

Name Title Board
Seat
Contact
Info
Valery Bordes Director, Administration and Finance & Deputy Chief Executive Officer, Finance and Operations
Stéphane Vidal President
Stefan Quelen Directeur des Partenariats Externes
Laurent Fléchet Chief Operating Officer

5 Former Executives

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