2019: Global Insurance Distribution & Services Sector Mergers & Acquisitions in 2018 - Full Steam Ahead



Price : $1,750.00



Conning’s annual report on mergers & acquisitions in the insurance distribution and services sectors is a review of global transactions for both property-casualty and life-health for 2018, including historical comparisons.  The study includes an in-depth analysis of key drivers of M&A activity, the major themes of the year, detailed reviews of major transactions, and patterns in who the buyers are, and which types of firms are being targeted.  The outlook for 2019 M&A drivers and activity are also presented.

1. Introduction 

2. Executive Summary 

3. Insurance Market Overview 

  • Distribution & Service M&A Year in Review
  • Largest Distribution & Service Deals
  • Global Insurer M&A Activity in 2018
  • Key M&A Drivers for 2018
  • Emerging Drivers
  • Distribution M&A Themes
  • Services-Related M&A Themes

4.Distribution M&A Transactions 

  • All-Sector Transaction Counts
  • Property-Casualty Distribution Transactions
  • Life-Annuity and Health Distribution Transactions

5. Insurance Services Sector M&A Transactions 

  • 2018 Major Transactions
  • Technology Targets Lead the Way
  • Claims Adjusters and TPAs
  • Pension and Consulting Services
  • Health Services: Vertical Integration Trend Spawns M&A
  • Outlook: Insurance Services

Appendix 

A. Methodology and Criteria for Inclusion in Mergers & Acquisitions Database

B. Series of Recurring Mergers & Acquisitions Studies

C. Historical Summary Data

D. 2018 Mergers & Acquisitions by Sector


Introduction

This analysis of 2018 global M&A (mergers and acquisitions) in the insurance distribution and services marketplace is Conning’s fifth edition focused solely on distribution and services. A separate Conning Strategic Study covers the global M&A activity among insurance underwriters.

The development of this report is supported by Conning’s proprietary M&A database. Conning’s proprietary database of insurance sector M&A activity spans more than 20 years of tracking with almost 13,000 transactions. In 2018, insurance distribution and services M&A set yet another record in terms of transaction counts, eclipsing 2017’s blockbuster year.

This study reviews the characteristics of the record-setting year and what factors contributed to the high level of transaction activity, including:

  • the key themes of 2018 M&A, with major transaction details
  • the drivers in place to stimulate M&A and what has changed
  • a detailed review of subsector M&A activity for:
    • property-Casualty insurance distribution
    • insurance-related services
    • life-annuity insurance distribution
    • health insurance distribution

Within each subsector, we provide some thoughts on the outlook for 2019 M&A activity, with key areas of focus that could have an impact on the pace of deal-making over the next few years. The appendices offer an extensive listing of the distribution and insurance-related services transactions for the full year 2018.