Helvetia - M&A Summary and Business Overview

InsuranceCompany

Helvetia M&A Summary

Helvetia has acquired 4 companies, including 1 in the last 5 years. It has also divested 1 asset.

Helvetia’s largest acquisition to date was in 2020, when it acquired Caja de Seguros Reunidos Compania de Seguros y Reaseguros S.A. for $879M. It’s largest disclosed sale occurred in 2015, when it sold Alpha Insurance S.A. to Enstar Group for $45M. Helvetia has acquired in 4 countries. The Company’s most targeted sectors include insurance (75%) and business services (25%).

Helvetia Business Overview

Where is Helvetia headquartered?

Helvetia is headquartered in St. Gallen, Switzerland.

What is Helvetia’s revenue?

Helvetia disclosed revenue of 10,484M CHF for 2024 and 7,213M CHF for 2023.

How many employees does Helvetia have?

Helvetia has 13,812 employees.

What sector is Helvetia in?

Helvetia is an insurance company.

When was Helvetia founded?

Helvetia was founded in 1858 .

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity4
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 1

Helvetia

Helvetia Holding Ag

Dufourstrasse 40,
St. Gallen, 9001
Switzerland,
+41 58 280 1000
www.helvetia.com

Helvetia is a provider of life and non-life insurance, and reinsurance products. Helvetia was founded in 1858 and is based in Sankt Gallen, Switzerland.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 3 1 - - - - 4
vol $879M $879M
Sell (0.0/yr) # 1 - - - - - 1
vol $45M $45M
  5

Most Recent M&A

Company Date Value Type
Caja de Seguros Reunidos Compania de Seguros y Reaseguros S.A. 2020-01-24 879M EUR Add-on Acquisition
Madrid, Spain · www.caser.es
MoneyPark AG 2016-12-16 - Add-on Acquisition
Zurich, Switzerland · www.moneypark.ch
Alpha Insurance S.A. 2015-11-13 45M EUR Divestiture
Brussels, Belgium · www.alpha-insurance.be
Helvetia Versicherungen Österreich AG 2014-08-28 - Add-on Acquisition
Vienna, Austria
Helvetia Assurances SA 2009-09-30 - Add-on Acquisition
Courbevoie, France · www.helvetia.fr
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 3 (75%) 879M (100%) 1 (100%) 45M (100%)
Business Services 1 (25%) - - -
Total 4 $879M 1 $45M

By Geo

State/Country Buy Value Sell Value
Austria 1 - - -
Belgium - - 1 45M
France 1 - - -
Spain 1 879M - -
Switzerland 1 - - -
Domestic 1 (25%) - - -
Cross-border 3 (75%) 879M (100%) 1 (100%) 45M (100%)
Total 4 $879M 1 $45M

Deal Values

buy # Total
$100M to $1B 1 $879M
TOTAL $879M
Largest Caja de Seguros Reunidos Compania de Seguros y Reaseguros S.A.
$879M (2020-01-24)
sell # Total
< $100M 1 $45M
TOTAL $45M
Largest Alpha Insurance S.A.
$45M (2015-11-13)

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

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