Zurich Insurance Group Mergers and Acquisitions Summary

InsuranceCompany

Zurich Insurance Group has acquired 9 companies, including 4 in the last 5 years. It has also divested 6 assets.

Zurich Insurance Group’s largest acquisition to date was in 2015, when it acquired Rural Community Insurance Services for $1.1B. It’s largest disclosed sale occurred in 2003, when it sold Threadneedle Asset Management Holdings to American Express for $523M. Zurich Insurance Group has acquired in 3 different US states, and 7 countries. The Company’s most targeted sectors include insurance (56%) and business services (12%).

Join Mergr and gain access to Zurich Insurance Group’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the insurance sector.

M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity9
    • M&A Sell Activity6
  • Total Sectors Invested 5
  • Total Countries Invested 7
  • M&A Buy/Sell Connections 9
  • M&A Advisors 2

Zurich Insurance Group Ltd.

Mythenquai 2,
Zurich, 8022
Switzerland,
+41 (0)44 625 25 25
www.zurich.com

Zurich is a multi-line insurer that serves its customers in global and local markets. Zurich provides a wide range of general insurance and life insurance products and services. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, including multinational corporations, in more than 170 countries. The Company was formed in 1872 and is based in Zurich, Switzerland.


M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.6/yr) # 6 - 1 1 1 - 9
vol $1.7B $1.7B
Sell (0.4/yr) # 4 - - 1 - 1 6
vol $798M $798M
  15

Most Recent M&A

Company Date Value Type
Zurich - Life & Pensions Back Book 2022-01-03 - Divestiture
Zurich, Switzerland
AlphaChat 2021-12-16 - Add-on Acquisition
Tallinn, Estonia · www.alphachat.ai
HealthLOGIX 2020-10-08 - Divestiture
Highland Park, Michigan · www.healthlogixonline.com
Zurich Insurance Group Ltd. - Corporate Group Life & Pensions Business 2020-03-19 - Divestiture
Zurich, Switzerland
Sea Pine Technologies 2019-02-25 - Add-on Acquisition
Dallas, Texas · www.seapineva.com
Zurich Insurance Group Ltd. - Workplace Pensions & Savings Business 2017-10-12 - Divestiture
, United Kingdom
Cover-More, Inc. 2017-04-13 514M AUD Add-on Acquisition
North Sydney, Australia · www.covermore.com
Zurich Assurances Maroc S.A. 2016-11-04 275M EUR Divestiture
Casablanca, Morocco · www.allianz.com
Rural Community Insurance Services 2015-12-18 1.1B USD Divestiture
Anoka, Minnesota · www.rcis.com
Malaysian Assurance Alliance Berhad 2011-06-20 115M USD Add-on Acquisition
Kuala Lumpur, Malaysia
View All >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
Farmers Group, Inc.(DBA Farmers Underwriters Association)    - MetLife Auto & Home 2020-12-11 3
Los Angeles,, California · www.farmers.com New York, New York · www.myautohome.metlife.com
Farmers Group, Inc.(DBA Farmers Underwriters Association)    - Foremost Insurance Co. 2018-02-19 1
Los Angeles,, California · www.farmers.com Caledonia, Michigan · www.foremost.com
Zurich American Insurance Co.    - Rural Community Insurance Agency, Inc. 2015-12-18 2
Schaumburg, Illinois · www.zurichna.com Anoka, Minnesota · www.rcis.com
Farmers Group, Inc.(DBA Farmers Underwriters Association)    - 21st Century Insurance Group 2009-07-01 2
Los Angeles,, California · www.farmers.com Wilmington, Delaware · www.21st.com

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 5 (56%) 1.7B (100%) 3 (50%) 275M (34%)
Business Services 1 (11%) - 2 (33%) -
Financial Services 1 (11%) - 1 (17%) 523M (66%)
Information Technology 1 (11%) - - -
Internet Software and Services 1 (11%) - - -
Total 9 $1.7B 6 $798M

By Geo

State/Country Buy Value Sell Value
United Kingdom 1 - 2 523M
United States 3 1.1B - -
  Texas 1 - - -
  Minnesota 1 1.1B - -
  Michigan 1 - - -
Switzerland - - 2 -
Australia 1 514M - -
China - - 1 -
Estonia 1 - - -
Indonesia 1 - - -
Lebanon 1 - - -
Malaysia 1 115M - -
Morocco - - 1 275M
Domestic - - 2 (33%) -
Cross-border 9 (100%) 1.7B (100%) 4 (67%) 798M (100%)
Total 9 $1.7B 6 $798M

Top M&A Advisors

Financial Deals
Barclays Investment Bank
1
Legal Deals
Willkie Farr & Gallagher LLP
1

Deal Values

buy # Total
> $1B 1 $1.1B
$100M to $1B 2 $629M
TOTAL $1.7B
Largest Rural Community Insurance Services
$1.1B (2015-12-18)
sell # Total
$100M to $1B 2 $798M
TOTAL $798M
Largest Threadneedle Asset Management Holdings Ltd.
$523M (2003-10-01)

M&A Connections

Deals
Acquired from
Strategic(s)
33%
3 (33%)
Divested to
Strategic(s)
100%
6 (100%)

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