Business transfers

Jan 2023

Valetys, a wealth management consulting firm, joins the Premium Group.

Customers and counterparties

Founded in 2002 by Romain Muraille and Jean-Philippe Merra, Valetys Stratégies Patrimoniales is a wealth management consultancy based in Avignon and Montpellier.
Through its team of 10 people with complementary profiles and know-how, the firm provides global expertise in wealth management to a clientele of company directors, professionals, and individuals. The company’s regional offices in Avignon and Montpellier, as well as its independence, guarantee a tailor-made service, as close as possible to the client’s needs.
With more than 10 external growth operations completed since 2008, Valetys has experienced historic development driven by both external and organic growth. The amount of assets under management is over €180 million, mainly composed of life insurance (75%), followed by PEE, PER, PERP, and PERCO.
Following a competitive process organized by PAX Corporate Finance, the partners of Valetys have chosen Groupe Premium for the next stage of their firm’s development. This transaction allows Groupe Premium to strengthen its presence in the PACA and Occitanie regions and to benefit from
– A wide range of know-how and solutions through their long-term support and tailor-made services;
– The quality and loyalty of their clientele for over 20 years, with 180 million euros of assets under management, growing steadily;
– The know-how and experience of Romain Muraille and Jean-Philippe Merra, Managing Partners, and their team of experts in wealth engineering.
After two dynamic years, Groupe Premium will record a normative growth of +55% in 2021, excluding external growth. Turnover today represents 104 million euros in 2021 and the group expects normative growth in 2022 to be even higher.

Romain Muraille, Managing Director of Valetys, comments: "The Premium Group's project, respecting the autonomy and know-how of our firm, as well as their differentiating model, made us naturally turn to them. The autonomy of the regional firms and the people we got to know during this long process of mutual selection reinforce our strategic choice. VALETYS' clients and employees will benefit from the important synergies that we will be able to implement.
Jean Philippe Merra, Managing Director of Valetys, adds: "We are very happy to join the Premium Group with whom we share many common values. The strong entrepreneurial nature of the project convinced us. The collective strength of the group will allow us to innovate and develop ever more relevant solutions for our clients and thus reinforce the attractiveness of VALETYS for its present and future employees.
Olivier FAROUZ, Chairman of Groupe Premium, comments: "I am particularly proud to announce a new external growth operation with a key player in the PACA and Occitania region. The signature with VALETYS offers us once again the opportunity to join forces with an excellent and efficient player that complements the activities of Groupe Premium. This merger once again demonstrates our desire to expand in the PACA and Occitanie regions, two regions with strong potential. More than ever, this new acquisition demonstrates our desire to pursue our external growth strategy, in particular with the support of Eurazeo, with whom we share common values and ambitions.
Yann Pelard, COO of Groupe Premium, comments: "I am very pleased to announce today a new signature with Groupe Premium and VALETYS, a wealth management firm based in Avignon and Montpellier. In the context of a rapidly consolidating market, this new acquisition perfectly demonstrates the professionalism of Groupe Premium's teams in carrying out this type of project, as well as the numerous external growth operations carried out since 2021. It is also and above all a meeting with talented managers such as Romain Muraille and Jean-Philippe Merra, with whom we share common values that are perfectly aligned with our DNA."

Associate members