Old Mutual - M&A Summary and Business Overview

Financial ServicesCompany

Old Mutual M&A Summary

Old Mutual has acquired 9 companies. A total of 3 acquisitions came from private equity firms. It has also divested 8 assets.

Old Mutual’s largest acquisition to date was in 2000, when it acquired United Asset Management for $1.5B. It’s largest disclosed sale occurred in 2003, when it sold Gerrard Management Services to Barclays for $323M. Old Mutual has acquired in 3 different US states, and 4 countries. The Company’s most targeted sectors include insurance (50%) and financial services (38%).

Old Mutual Business Overview

Where is Old Mutual headquartered?

Old Mutual is headquartered in Pinelands, United Kingdom.

What is Old Mutual’s revenue?

Old Mutual disclosed revenue of 13,632M GBP for 2015 and 15,402M GBP for 2014.

What sector is Old Mutual in?

Old Mutual is a financial services company.

When was Old Mutual founded?

Old Mutual was founded in 1845.

M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity8
    • M&A Sell Activity8
  • Total Sectors Invested 3
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 13
  • M&A Advisors 3

Old Mutual Ltd.

Mutualpark, Jan Smuts Drive,
Pinelands, 7405
United Kingdom,
+27 21 509 9111
www.oldmutual.com

Old Mutual Ltd. is an international financial services company with expanding operations in life assurance, asset management, banking, and general insuarnce. Old Mutual was formed in 1845 and is based in Pinelands, South Africa.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 8 - - - - - 8
vol $3.1B $3.1B
Sell (0.0/yr) # 8 - - - - - 8
vol $649M $649M
  16

Most Recent M&A

Company Date Value Type
Old Mutual Wealth Italy SPA 2017-01-09 - Divestiture
Milan, Italy · www.oldmutualwealth.it
Rogge Global Partners PLC 2016-02-08 - Divestiture
London, United Kingdom · www.roggeglobal.com
Old Mutual (Bermuda) Ltd. 2016-01-04 - Divestiture
Hamilton, Bermuda · www.ombermuda.com
UAP Holdings Ltd. 2015-07-06 - Add-on Acquisition
Nairobi, Kenya · www.uapkenya.com
Quilter & Co. Ltd. (Quilter Cheviot) 2014-10-17 941M USD Add-on Acquisition
London, United Kingdom · www.quilter.co.uk
Dwight Asset Management 2012-05-15 - Divestiture
Burlington, Vermont
Gerrard Management Services Ltd. 2003-10-27 323M GBP Divestiture
London, United Kingdom
Old Mutual (Bermuda) Ltd. 2003-04-09 - Add-on Acquisition
Hamilton, Bermuda · www.ombermuda.com
Sage Life (Bermuda) Ltd. 2003-04-09 - Add-on Acquisition
Hamilton, Bermuda
King & Shaxson Ltd. 2002-12-05 - Divestiture
London, United Kingdom
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
OM Group (UK) Ltd.    - U.S. Life Holdings, Inc. 2011-03-07 1
London, United Kingdom , United States

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (38%) 1.5B (48%) 6 (75%) 649M (100%)
Insurance 4 (50%) 660M (22%) 2 (25%) -
Business Services 1 (13%) 941M (31%) - -
Total 8 $3.1B 8 $649M

By Geo

State/Country Buy Value Sell Value
United States 4 2.1B 2 172M
  Massachusetts 1 1.5B 1 172M
  Texas 1 25M - -
  Vermont - - 1 -
United Kingdom 1 941M 4 477M
Bermuda 2 - 1 -
Italy - - 1 -
Kenya 1 - - -
Domestic 1 (13%) 941M (31%) 4 (50%) 477M (74%)
Cross-border 7 (88%) 2.1B (69%) 4 (50%) 172M (26%)
Total 8 $3.1B 8 $649M

Top M&A Advisors

Financial Deals
Lazard Ltd.
1
Lehman Brothers, Inc.
1
Goldman Sachs
1

Deal Values

buy # Total
> $1B 1 $1.5B
$100M to $1B 2 $1.6B
< $100M 1 $25M
TOTAL $3.1B
Largest United Asset Management Corp.
$1.5B (2000-06-19)
sell # Total
$100M to $1B 3 $649M
TOTAL $649M
Largest Gerrard Management Services Ltd.
$323M (2003-10-27)

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Strategic(s)
25%
2 (25%)
Divested to
Strategic(s)
100%
8 (100%)

 Subscribe to unlock this and 203,374
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 195K M&A Transactions
  • 199K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 76K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.