Mergers & Acquisitions — Life

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There's perhaps no riskier business move than the decision to acquire or merge with another business. Clients trust Milliman to provide insightful guidance as they enter this complex arena.

Our global team of independent experts has served as key advisors in many of the insurance industry's recent major M&(A) transactions. As a result, we understand every step of the process, from identifying possible opportunities through to managing integration challenges.

Our services include:

  • strategic review of the client's existing position
  • identification and evaluation of potential targets
  • market studies
  • actuarial due diligence
  • deal structure
  • financial modelling
  • assessing implications for pricing and capital

In our current economic climate, mergers and acquisitions have become a major feature. For many companies, it's the preferred method of growth, allowing quick access to new markets, new products, and new distribution channels. But missteps can be disastrous.

Client example: guiding a successful divestment

After a strategic review, a financial institution decided to divest several noncore businesses that offered insurance and investment products. The firm approached Milliman to gain understanding of the businesses' values in the current market environment. Our thorough knowledge of the insurance market enabled us to provide accurate valuations for the businesses. We then identified and targeted likely buyers; the company sold its businesses quickly at full market value. This review and result, of course, were unique to this client.

Next Steps

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