Announced
Completed
Financials
Tags
Acquisition
Majority
Single Bidder
Friendly
Private
Domestic
financial planning
Completed
France
Financial Data and Systems
Synopsis
The Premium Group, an insurance brokerage firm, completed the acquisition of VALETYS, a financial planning services provider. Financial terms were not disclosed. “The Premium Group project, respecting the autonomy and know-how of our firm, as well as their differentiating model, led us to naturally turn to them. The autonomy of the regional firms and the people we got to know during this long reciprocal selection process comfort us in this strategic choice. VALETYS customers and employees will benefit from significant synergies that we will be able to put in place," Romain Muraille, VALETYS CEO.
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