National Western Life Insurance Company (NWL)’s Post

The number of M&A deals in North America in 2023 dropped 32%, but their value rose 368%, driven by four multibillion-dollar transactions. Get the full details on the largest deals and key players in the region in Milliman's 2024 report on global life and health insurance mergers and acquisitions: https://bit.ly/3UyJbO2 #Milliman #RiskManagement #HeathInsurance #LifeInsurance

𝗔𝗖𝗢𝗥𝗗 𝗦𝘁𝘂𝗱𝘆: 𝗖𝗮𝗿𝗿𝗶𝗲𝗿 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀: 𝗠𝗮𝗷𝗼𝗿 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗩𝗮𝗹𝘂𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 AdvantageGo recently sponsored an ACORD study: 𝗖𝗮𝗿𝗿𝗶𝗲𝗿 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀: 𝗠𝗮𝗷𝗼𝗿 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻 𝗩𝗮𝗹𝘂𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀. The study suggests serial acquirers and the largest transactions are much more likely to wipe-out rather than create value in the long-term. Indeed 52% of the biggest transactions by insurance carriers over the last 10 years created value with property & casualty insurers most likely to create long-term value. Read the study to uncover additional insights into M&A activity and its impact on long-term success for insurers: https://bit.ly/3K1LO6f  #insurance #reinsurance #mergersandacquisitions #M&As

Will the M&A downturn in our industry continue? Or is this just a blip, with deals set to make a comeback in the coming year? We take a look at what’s behind the M&A decline, the players behind the deals, and what we should expect moving forward. #mergersandacquisitions #commercialinsurance #privateequity

The number of announced insurance distribution mergers and acquisitions boomed in 2021 and 2022. In 2023, the count plummeted to levels seen at the beginning of the decade. However, it was still the third-highest year of announced deals. Read the latest from Insurance Journal and their interview with MarshBerry's President of Financial Advisory, Phillip Trem, on the M&A market and how he foresees its evolution in 2024 and beyond. #MarshBerry #Insurance #Agencies #Brokers #MergersAndAcquisitions https://lnkd.in/eFmAnug4

Registration is now open for the 2024 MarshBerry 360 Forum. Unlock your path for success with action steps you can implement to improve your business and gain an edge over the competition. This is a must-attend event for anyone interested in getting the full view of organic growth strategies and inorganic growth trends in mergers & acquisitions. Each session helps attendees learn how they can meet growth goals in a dynamic market, create valuable connections within the insurance industry, and find the best path forward with guidance from leading experts. https://hubs.ly/Q02gfD_60 #MarshBerry #360Forum #Insurance #Agencies #Brokers #GrowthAdvisory #MergersAndAcquisitions

Exciting News! Jones Lowry Merges With Greenberg & Rapp Financial Group We are thrilled to announce the successful merger of Jones Lowry, a boutique life insurance planning firm for ultra-high-net-worth clients with four Florida offices. This strategic move is part of Greenberg & Rapp's commitment to enhancing its capabilities, expanding its geographic footprint, and providing even greater value to its clients. Key Highlights: ·        Expanded Geographic Footprint: We're now proud to serve clients in South Florida. ·        Enhanced Service Offerings: A broader range of financial solutions for our valued clients. ·        Client-Centric Approach: Our commitment to personalized service remains unwavering. We look forward to the opportunities this partnership brings and are dedicated to maintaining the high level of service our clients expect. Visit our website for more details: joneslowry.com #FinancialServices #mergersandacquisitions #WealthManagement #ClientFirst #insurance #MFinancial #merger #pressrelease #businessnews #financialnews #growthstrategy

Twelve Capital 𝗮𝗻𝗱 Securis Investment Partners LLP 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲 𝗺𝗲𝗿𝗴𝗲𝗿 𝘁𝗼 𝗰𝗿𝗲𝗮𝘁𝗲 𝗮 𝗹𝗲𝗮𝗱𝗲𝗿 𝗶𝗻 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗹𝗶𝗻𝗸𝗲𝗱 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝗶𝗲𝘀 (ILS) Firms announce definitive agreement to combine; strengthening position in ILS market We are excited to announce that Securis Investment Partners LLP and Twelve Capital plan to merge. This will create a leading founder-led business and one of the largest, most experienced ILS managers globally with $7.8bln in assets under management. The combination of Securis and Twelve Capital ensures continued alignment of interests as the merger preserves our independence and client-centric approach. Both businesses share complementary investment-driven cultures and experience. Securis was founded in 2005 and remains an industry pioneer in public and private ILS, with almost two decades of operational experience. Twelve Capital was founded in 2010, specialises in insurance investments and is an established market leader in catastrophe bonds with over 14 years’ experience. The combined business will benefit from enhanced investment capabilities and market access, alongside greater ability to invest in proprietary technology. The merged entity will be favourably positioned to serve investor demand for a diverse range of ILS strategies and products. With a highly experienced global team across an office network spanning London, Zurich, Munich, Tokyo and Bermuda, the new partnership will be led by Urs Ramseier, co-founder of Twelve Capital, who becomes Chief Executive Officer, with Herbie Lloyd, Chief Investment Officer of Securis becoming CIO Private ILS and Head of UK and Bermuda. Christoph Bürer, co-founder of Twelve Capital, will become President of the new partnership, while Etienne Schwartz will become CIO of Liquid Securities. Vegard Nilsen, Chief Executive Officer of Securis will leave the business upon completion of the transaction. Both sets of shareholders remain fully invested in the business and B-FLEXION – a long-term stakeholder in Securis – will remain a supportive, committed partner as the new partnership works to meet its clear vision to be a leading ILS industry player as the asset class experiences a strong upward trajectory and its relevance continues to grow.    https://lnkd.in/dZjsUmKR #Insurancelinkedsecurities #ILS #Catastrophebonds #insurance #assetmanagement #reinsurance 

Registration is now open for the 2024 MarshBerry 360 Forum. Unlock your path for success with action steps you can implement to improve your business and gain an edge over the competition. This is a must-attend event for anyone interested in getting the full view of organic growth strategies and inorganic growth trends in mergers & acquisitions. Each session helps attendees learn how they can meet growth goals in a dynamic market, create valuable connections within the insurance industry, and find the best path forward with guidance from leading experts. https://hubs.ly/Q02gh37M0 #MarshBerry #360Forum #Insurance #Agencies #Brokers #GrowthAdvisory #MergersAndAcquisitions

The latest news in UK Personal lines insurance market is about Markerstudy and Atlanta Merge. Markerstudy, a company that helps people find insurance deals, has just been given the green light to merge with Atlanta, a specialist in car and home insurance. The FCA approval was announced on Friday, May 31st, 2024 (which typically happens after the companies have already agreed to merge). The newly formed business will operate under the Markerstudy name. With this merger, the new company will be a major player in the UK insurance market. They'll have a team of around 7,000 people and handle a £3 billion in insurance premiums every year! Overall, this merger is a positive sign for the UK insurance industry. It should lead to more competition, which usually means better deals for consumers. #merger #Business #UK #strategy #innovation #management #technology #productivity #projectmanagement #networking #Analytics #Insurance

The headline finding from this landmark piece of research by ACORD in association with AdvantageGo is that barely half of the last decade’s M&A by insurance carriers created value for shareholders. A decade of deals has transformed the re/insurance landscape, boosted by years of soft market pricing, leading CEOs to seek deals among their peers in lieu of organic growth, half of which, it seems, have destroyed value. The current hard-to-firm-pricing stage of the market cycle may argue for organic growth, but the softening phase of rate declines is inevitably around the corner. This will, cycles suggest, result in an uptick in M&A activity, timing that makes this data-led M&A research a reality check for CEOs and boards. #insurance #reinsurance #mergers #insurtech #advantagego #acord