Western & Southern Financial Group - M&A Summary and Business Overview

Financial ServicesCompany

Western & Southern Financial Group M&A Summary

Western & Southern Financial Group has acquired 1 company.

Western & Southern Financial Group’s largest acquisition to date was in 2018, when it acquired Gerber Life Insurance for $1.6B. Western & Southern Financial Group has acquired in 1 US state. The Company’s most targeted sectors include insurance (100%).

Western & Southern Financial Group Business Overview

Where is Western & Southern Financial Group headquartered?

Western & Southern Financial Group is headquartered in Cincinnati, Ohio.

What sector is Western & Southern Financial Group in?

Western & Southern Financial Group is a financial services company.

When was Western & Southern Financial Group founded?

Western & Southern Financial Group was founded in 1888.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Western & Southern Financial Group, Inc.

400 Broadway,
Cincinnati, Ohio 45202
United States,
(513) 362-2359
www.westernsouthern.com

Western & Southern Financial Group, Inc. is a Fortune 500 company, is the parent company to a group of diversified financial services businesses. Collectively provide a broad range of life insurance, investments and retirement solutions for you and your family as well as a variety of financial solutions to institutional clients.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
vol $1.6B $1.6B
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Gerber Life Insurance Co. 2018-09-17 1.6B USD Divestiture
White Plains, New York · www.gerberlife.com
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Gerber Life Insurance Co. 2018-09-17 Gerber Life Insurance Co. - Canadian Block Business 2020-02-13 1
White Plains, New York · www.gerberlife.com White Plains, New York

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 1 (100%) 1.6B (100%) - -
Total 1 $1.6B - -

By Geo

State/Country Buy Value Sell Value
United States 1 1.6B - -
  New York 1 1.6B - -
Total 1 $1.6B - -

Top M&A Advisors

Financial Deals
Three Ocean Partners LLC
1
Legal Deals
Sidley
1

Deal Values

buy # Total
> $1B 1 $1.6B
TOTAL $1.6B
Largest Gerber Life Insurance Co.
$1.6B (2018-09-17)

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)

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