KBRA Releases Research – Private Equity Investment in the Life-Annuity Market Is Here to Stay

NEW YORK--()--KBRA releases research on the trend of private equity investment in the life and annuity market.

The report discusses how the factors driving insurers to divest—as well as the motivations of private equity/alternative asset managers (PE/AAM) to buy—are long-term considerations that will drive this investment trend to continue in the medium term. These drivers include strategic considerations, company valuations, investment opportunities, accounting considerations, scale, and expertise. In terms of considerations and rationales, consistent themes have emerged across a wide range of transactions, while implications for creditors and policyholders are nuanced.

Click here to view the report.

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KBRA is a full-service credit rating agency registered in the U.S., the EU and the UK, and is designated to provide structured finance ratings in Canada. KBRA’s ratings can be used by investors for regulatory capital purposes in multiple jurisdictions.

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Donna Halverstadt, Managing Director
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donna.halverstadt@kbra.com

Carol Pierce, Senior Director
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carol.pierce@kbra.com

Fred DeLeon, Senior Director
+1 (646) 731-2352
fred.deleon@kbra.com

Peter Giacone, Senior Managing Director
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Business Development Contact

Tina Bukow, Managing Director
+1 (646) 731-2368
tina.bukow@kbra.com

Contacts

Donna Halverstadt, Managing Director
+1 (646) 731-3352
donna.halverstadt@kbra.com

Carol Pierce, Senior Director
+1 (646) 731-3307
carol.pierce@kbra.com

Fred DeLeon, Senior Director
+1 (646) 731-2352
fred.deleon@kbra.com

Peter Giacone, Senior Managing Director
+1 (646) 731-2407
peter.giacone@kbra.com

Business Development Contact

Tina Bukow, Managing Director
+1 (646) 731-2368
tina.bukow@kbra.com