M&A Deal Summary |
|
|---|---|
| Date | 2017-10-26 |
| Target | Metlife Afore S.A. De C.V. |
| Sector | Insurance |
| Buyer(s) | Principal Financial Group |
| Sellers(s) | MetLife |
| Deal Type | Divestiture |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1879 |
| Sector | Insurance |
| Employees | 17,400 |
| Revenue | 350.0B USD (2024) |
Principal Financial Group is a global investment management company offering retirement services, insurance solutions and asset management to a variety of corporate and invidudal clients. Principal Financial Group was founded in 1879 and is based in Des Moines, Iowa.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 8 |
| Sector: Insurance M&A | 3 of 5 |
| Type: Divestiture M&A Deals | 4 of 6 |
| Country: Mexico M&A | 1 of 1 |
| Year: 2017 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-01 |
AXA - Occupational Retirement Schemes Ordinance
China AXA - Occupational Retirement Schemes Ordinance (ORSO) is a provider of pension products. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-05-30 |
RobustWealth
Lambertville, New Jersey, United States RobustWealth is a digital wealth management platform built by and for investment advisors, and engineered to satisfy their unique needs. It integrates previously modular features into one seamless suite that advisors can leverage to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private-labeled environment. RobustWealth is headquartered in Lambertville, New Jersey, and has an office in Denver, CO. |
Buy | - |
MetLife is a global financial services and insurance company, offering clients planning, retirement, and savings solutions. MetLife was formed in 1863 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 5 |
| Sector: Insurance M&A | 2 of 3 |
| Type: Divestiture M&A Deals | 4 of 5 |
| Country: Mexico M&A | 1 of 1 |
| Year: 2017 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-07 |
Logan Circle Partners
Philadelphia, Pennsylvania, United States Logan Circle Partners LP is an institutionally-focused, fundamental research-based investment manager providing clients actively managed investment solutions across a broad spectrum of fixed income strategies. |
Buy | $250M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-20 |
Willing
Miami, Florida, United States Bequest, Inc. is an online service that makes it easy and affordable to create a quality estate plan in as little as 15 minutes. Willing helps more than half a million families create important legal documents such as wills, trusts, and powers of attorney. Bequest, Inc. was founded in 2015 and is based in Miami, Florida. |
Buy | - |
