Mermoz group
Groupe Mermoz is a privately-held French financial services group headquartered in Saint-Étienne that provides investment participation, M&A transmission advisory, industrial equipment leasing (Mermoz Lease), and fundraising support to industrial SMEs across the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions.
- Company typePrivate
- Founded2018
- HeadquartersLyon, France
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Mermoz group does
Groupe Mermoz is a privately-held, founder-controlled French financial services group founded in 2018 by David Jomain, Pierre Jourdain, and Lauriane Genoud. Headquartered in Saint-Étienne (67 Avenue de Rochetaillee, 42100), the group operates three offices across Saint-Étienne, Lyon (60 Avenue Jean Mermoz), and Annecy (72 Rue Cassiopée), serving industrial small and medium-sized enterprises (PME/PMI) in the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions.
The group's service offering spans four interlocking lines: (i) equity investment participation through a private "Souscripteurs" subscriber network and Club Deal structure for industrial SME development and transmission; (ii) M&A advisory supporting sale, purchase, and transmission (haut et bas de bilan) of industrial SMEs; (iii) industrial equipment leasing via the dedicated "Mermoz Lease" self-service platform at mermoz-lease.fr; and (iv) operational "Accompagnement" covering fundraising strategy and financial/RH advisory for SME leadership teams. The underlying technology is non-proprietary and relationship-driven rather than platform-based; the firm's competitive basis is the partner-level track record (500+ financing files, ~50 transmission operations, ~30 years of PMI participation experience) and territorial proximity to industrial SME founders.
Commercially, Groupe Mermoz operates a sales-led, direct-advisory go-to-market with quote-based, project-by-project pricing typical of French regional M&A and private investment boutiques. Revenue streams combine subscription/recurring economics on managed investment activity, professional services fees on M&A and accompagnement mandates, and transaction fees on leasing originations. The firm has ~10 team members across founding associates and chargés de mission, is privately financed without disclosed institutional capital, and maintains an active LinkedIn presence alongside its website as primary channels. No revenue, funding rounds, external ownership, or M&A activity are publicly disclosed.
Mermoz group firmographics
Firmographics- Name
- Mermoz group
- Legal name
- Groupe Mermoz
- Website
- https://mermoz-participations.fr
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Groupe Mermoz is a privately-held French financial services group headquartered in Saint-Étienne that provides investment participation, M&A transmission advisory, industrial equipment leasing (Mermoz Lease), and fundraising support to industrial SMEs across the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions.
- Ownership category
- akta.pro rank
Mermoz group industry classification
Industry- Product category
- SME Investment and Advisory Services
- akta.pro primary industry
- SME Relationship Management & Advisory (Credit, Growth, Succession) (FSABABAJ)
Keywords
Where Mermoz group is headquartered
LocationHeadquarters
- HQ city
- Lyon
- HQ country
- France
- HQ region
- Europe
Offices3 records
Markets served
Mermoz group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Management: Managing investment activities for subscribers who co-invest in industrial PME transactions, providing deal sourcing, evaluation, and ongoing portfolio management services.
- M&A Advisory: Supporting business transmission (sale/purchase) operations for industrial SMEs, including operational support, due diligence assistance, and transaction structuring.
- Leasing Services: Providing industrial equipment leasing through the Mermoz Lease platform, enabling companies to acquire machinery without large upfront capital expenditure.
- Business Support/Accompagnement: Supporting companies with fundraising activities and strategic financial/RH advisory services during growth and transmission phases.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels1 record
Mermoz group product offering
Product offeringCore offering
Mermoz Group provides investment participation, M&A advisory, industrial equipment leasing, and fundraising accompaniment services to industrial SMEs in the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions of France. The group's offering combines a subscriber-based co-investment model with operational support for growth, business transmission, and equipment financing via the Mermoz Lease platform.
Product overview
Mermoz Group is a unified financial services offering centered on supporting industrial SMEs through investment, transmission (M&A), and equipment leasing. The core portfolio consists of investment management services, M&A advisory, fundraising accompaniment, and a dedicated leasing platform branded as Mermoz Lease. The company operates across Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions with offices in Saint-Étienne, Lyon, and Annecy.
Differentiator
Problem solved
Functional benefit
Brands
- Mermoz Lease: A leasing platform for industrial equipment operated by Groupe Mermoz.
Products and services
- Mermoz Lease
Quantifiable outcome
- 500+ industrial financing files completed
- +2 more outcomes
Companies that use Mermoz group
Customer profileSegments1 record
Ideal customer profiles3 records
Mermoz group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mermoz group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Mermoz LeasecoreMermoz Lease is an affiliated platform operated by Groupe Mermoz providing industrial equipment leasing services. The platform provides dedicated access to leasing solutions for industrial machinery without requiring large upfront capital expenditure, integrated with the group's investment and M&A services ecosystem.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Mermoz group competitors and assessment
Company assessmentBroad incumbents
- Bpifrance: Bpifrance is the French state-owned investment bank providing equity, financing and advisory to French SMEs at national scale. It competes with Mermoz across investment, M&A advisory and SME financing mandates and represents the dominant incumbent in the space.
- Eurazeo: Eurazeo is a large listed European PE firm with French SME/mid-market investment and M&A activity. It is a broader-incumbent competitor for transmission mandates and equity tickets targeting industrial SMEs.
- Crédit Coopératif: Crédit Coopératif is a cooperative bank serving SMEs, social economy and mid-market clients across France. It overlaps with Mermoz in SME financing and accompagnement, and is a former employer of Mermoz team members, indicating direct market overlap.
- SODICAM / Crédit Agricole PME investment vehicles: Crédit Agricole's regional SME investment and advisory arms (including SODICAM and Crédit Agricole PME) compete directly with Mermoz for industrial SME transmission mandates and equity participation in Auvergne-Rhône-Alpes and surrounding regions.
Direct peers
- Weinberg Capital Partners: Weinberg Capital Partners is an independent French mid-market private equity firm with LBO and SME transmission activity. Comparable in transaction type (SME buyouts, transmission), French focus and operator-led investment approach.
- Capital Croissance: Capital Croissance is an independent French PE firm investing in growing SMEs and managing transmission/transmission operations. Direct comparable in target segment (French SMEs), equity participation model and accompagnement/transmission services.
- UI Investissement: UI Investissement (formerly Unigrains subsidiary) is a French regional PE firm focused on industrial and agri-industrial SMEs, offering capital and transmission support. Closely matches Mermoz's industrial-SME focus, regional French footprint and transmission/equity offering.
- Arkéa Capital: Arkéa Capital is the private equity arm of Crédit Mutuel Arkéa, focused on French regional SME equity and transmission transactions. Comparable to Mermoz in regional-SME equity investing, transmission advisory and capital-participation business model.
- ExtendAM: ExtendAM is a French investment platform focused on supporting French SMEs and regional enterprises through equity and advisory solutions. Comparable to Mermoz in serving French regional SMEs with a mix of equity participation and operational support.
- Siparex: Siparex is one of France's largest independent regional private equity firms, investing in and advising SMEs across French regions — directly comparable to Mermoz in target customer (mid-market industrial/SME), geography (French regions), and integrated investment + advisory model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Mermoz group social profiles
Digital presenceMermoz group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mermoz group leadership team
Management profileNumber of profiles
Profiles1 record
Mermoz group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mermoz group M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mermoz group
What does Mermoz group do?
Mermoz Group provides investment participation, M&A advisory, industrial equipment leasing, and fundraising accompaniment services to industrial SMEs in the Auvergne-Rhône-Alpes and Bourgogne-Franche-Comté regions of France. The group's offering combines a subscriber-based co-investment model with operational support for growth, business transmission, and equipment financing via the Mermoz Lease platform.
Is Mermoz group a public or private company?
Mermoz group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mermoz group founded?
Mermoz group was founded in 2018. It employs 1 to 10 people.
Where is Mermoz group based?
Mermoz group is headquartered in Lyon, France, in the Europe region.
How does Mermoz group make money?
Four revenue lines are on record. Investment Management is the primary driver. The others are M&A Advisory, leasing Services and business Support/Accompagnement.
Who are Mermoz group's main competitors?
Broad incumbents on record are Bpifrance, Eurazeo, Crédit Coopératif and SODICAM / Crédit Agricole PME investment vehicles. Direct peers are Weinberg Capital Partners, Capital Croissance, UI Investissement, Arkéa Capital, ExtendAM and Siparex.
Does Mermoz group have an API?
No public API is recorded for Mermoz group.
What industry is Mermoz group in?
Mermoz group's product category is SME Investment and Advisory Services. Its primary akta.pro industry code is FSABABAJ, SME Relationship Management & Advisory (Credit, Growth, Succession).