Zurich Financial Services Mergers and Acquisitions


Zurich Financial Services

Mythenquai 2
CH-8002 Zurich
Switzerland
Tel:41/44-625-2525
URL: http://www.zurich.com
Formerly known as:
Zurich Allied AG
Primary Symbol & Exchange:
ZURN - Ordinary Shares - SWX Swiss Exchange
Other Symbol & Exchange:
ZFSVY - ADR - Pink Sheets
Industry:
Insurance
Zurich Financial Services Company Snapshot

Zurich Financial Services Deal Timeline


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Acquisitions > 100 M$ 10 to 100 M$ < 10M$ Stakes Divestitures

Zurich Financial Services M&A History


Zurich Participacoes acquires a minority stake in Cia de Seguros Minas Brasil from Zurich Financial Services AG Zurich Participacoes acquires a minority stake in  Cia de Seguros Minas Brasil from Zurich Financial Services AGSep 28, 2009

BRAZIL - Zurich Participacoes e Representacoes Ltda, a unit of Zurich Financial Services AG, raised its stake to ##.#% from ##.#%, by acquiring a further #.#% stake, or #.## mil ordinary shares in Cia de Seguros Minas

Farmers Group Inc acquires AIG-US Personal Auto Grp privatized by United States of America Farmers Group Inc acquires  AIG-US Personal Auto Grp privatized by United States of AmericaJul 01, 2009

US - Farmers Group Inc, a unit of Zurich Financial Services AG (Zurich), acquired the US personal auto group of American International Group Inc {AIG}, a New York-based provider of insurance and financial services and a majority-owned unit of

Farmers Exchanges acquires Farmers-Regulated Ins Entities from Zurich Financial Services AG (pending) Farmers Exchanges acquires Farmers-Regulated Ins Entities from Zurich Financial Services AG (pending)Apr 16, 2009

US - Farmers Exchanges agreed to acquire the regulated insurance entities of Farmers Group Inc, a Los Angeles- based provider of insurance services and a wholly-owned unit of Zurich Financial Services AG for USD #.# bil in cash.

Zurich Financial Services AG is rumored to be looking for a minority stake in Banca Profilo SpA Zurich Financial Services AG is rumored to be looking for a minority stake in  Banca Profilo SpAJan 27, 2009

ITALY ? Zurich Financial Services AG of Switzerland was rumored to be planning to acquire an undisclosed minority stake in Banca Profilo SpA, a Milan-based investment bank.

Protector Forsikring ASA acquires NEMI Forsikring ASA from Tryggingamidstodin hf (pending) Protector Forsikring ASA acquires NEMI Forsikring ASA from Tryggingamidstodin hf (pending)Jan 20, 2009

NORWAY - Protector Forsikring ASA, a unit of Zurich Financial Services AG, agreed to acquire the entire share capital of NEMI Forsikring ASA, an Oslo-based insurance company, from Tryggingamidstodin hf. The transaction was subject to regulatory approval.

NewStar Financial Inc acquires Southern Commerce Bank NA (pending) NewStar Financial Inc acquires Southern Commerce Bank NA (pending)Jan 05, 2009

US - NewStar Financial Inc definitively agreed to acquire Southern Commerce Bank NA, for an estimated $## mil. The transaction was subject to regulatory approvals.

Zurich Participacoes acquires Minas Brasil Seguradora Vida from Banco Mercantil do Brasil SA Zurich Participacoes acquires Minas Brasil Seguradora Vida from Banco Mercantil do Brasil SADec 01, 2008

BRAZIL - Zurich Participacoes e Representacoes Ltda (ZP), a unit of Zurich Financial Services AG, acquired all the outstanding stock of Minas Brasil Seguradora Vida e Previdencia SA, a provider of life insurance services, from Banco Mercantil do Brasil SA (BM

Zurich Participacoes acquires Cia de Seguros Minas Brasil from Banco Mercantil do Brasil SA Zurich Participacoes acquires Cia de Seguros Minas Brasil from Banco Mercantil do Brasil SADec 01, 2008

BRAZIL - Zurich Participacoes e Representacoes Ltda (ZP), a unit of Zurich Financial Services AG, acquired an ##.##% interest, or ##.## mil ordinary shares in Cia de Seguros Minas Brasil, a provider of insurance services and a unit of

Zurich Financial Services AG acquires remaining interest in OOO NASTA Insurance Co Zurich Financial Services AG acquires remaining interest in OOO NASTA Insurance CoNov 21, 2008

RUSSIA - Zurich Financial Services AG (ZF) of Switzerland acquired the remaining ##% stake, which it did not already own, in OOO NASTA Insurance Co (NT), a Moscow-based insurance company. Concurrently, ZF acquired a ##% interest in NT. The two

Zurich Financial Services AG acquires BanSabadell Seguros Generales from Banco Sabadell SA Zurich Financial Services AG acquires BanSabadell Seguros Generales from Banco Sabadell SASep 05, 2008

SPAIN - Zurich Financial Services AG (ZF) of Switzerland acquired a ##% interest in BanSabadell Seguros Generales SA de Seguros y Reaseguros, a Barcelona-based provider of property insurance services, from Banco Sabadell SA (BS). Concurrently, ZF acquired a ##% interest

Zurich Financial Services AG acquires BanSabadell Pensiones EGFP SA from Banco Sabadell SA Zurich Financial Services AG acquires BanSabadell Pensiones EGFP SA from Banco Sabadell SASep 05, 2008

SPAIN - Zurich Financial Services AG (ZF) of Switzerland acquired a ##% interest in BanSabadell Pensiones EGFP SA, a Barcelona-based insurance agency firm, from Banco Sabadell SA (BS). Concurrently, ZF acquired a ##% interest in BanSabadell Vida SA de Seguros

Zurich Financial Services AG acquires BanSabadell Vida SA de Seguros from Banco Sabadell SA Zurich Financial Services AG acquires BanSabadell Vida SA de Seguros from Banco Sabadell SASep 05, 2008

SPAIN - Zurich Financial Services AG (ZF) of Switzerland acquired a ##% interest in BanSabadell Vida SA de Seguros y Reaseguros, a Barcelona-based life insurance company, from Banco Sabadell SA (BS). Concurrently, ZF acquired a ##% interest in BanSabadell Pensiones

Zurich Beteiligungs AG acquires Baden-Badener Versicherung AG (pending) Zurich Beteiligungs AG acquires Baden-Badener Versicherung AG (pending)Jul 30, 2008

GERMANY - Zurich Beteiligungs AG, a unit of Zurich Financial Services AG, agreed to acquire the entire share capital of Baden-Badener Versicherung AG, a St. Ingbert-based personal accident insurance company. Terms were not disclosed.

Zurich Espana Compania de acquires Can Soluciones Integrales SA from Caja de Ahorros y Monte de Zurich Espana Compania de acquires Can Soluciones Integrales SA from Caja de Ahorros y Monte deJul 17, 2008

SPAIN - Zurich Espana Cia de Seguros y Reasaguros SA, a unit of Zurich Financial Services AG, acquired a ##% interest in Can Soluciones Integrales SA, an insurance company, from Caja de Ahorros y Monte de Piedad de Navarra, for ##

Zurich Investments Life SpA acquires DWS Vita SpA from Deutsche Bank AG Zurich Investments Life SpA acquires DWS Vita SpA from Deutsche Bank AGJun 03, 2008

ITALY - Zurich Investments Life SpA, a unit of Zurich Financial Services AG (ZF), acquired the entire share capital of DWS Vita SpA (DV), a Milan-based insurance company, from Deutsche Bank AG (DB), for an estimated ##.### mil euros

Millennium3 Finl Svcs Pty Ltd acquires Financial Lifestyle Solutions from Zurich Financial Services AG Millennium3 Finl Svcs Pty Ltd acquires Financial Lifestyle Solutions from Zurich Financial Services AGMay 23, 2008

AUSTRALIA - Millennium# Financial Services Pty Ltd, a wholly-owned unit of ING Groep NV's wholly-owned ING Australia Ltd unit, acquired Financial Lifestyle Solutions Pty Ltd, an insurance company, from Zurich Financial Services Australia Pty Ltd, a wholly-owned

Zurich Financial Services AG acquires CaixaSabadell Cia from Caixa de Sabadell Zurich Financial Services AG acquires CaixaSabadell Cia from Caixa de SabadellApr 24, 2008

SPAIN - Zurich Financial Services AG (ZF) of Switzerland acquired a ##% interest, in CaixaSabadell Cia d'Assegurances Generales SA, a provider of general insurance services, from Caixa d'Estalvis de Sabadell, a unit of Caixa de Sabadell. Concurrently, ZF agreed

Zurich Financial Services AG acquires CaixaSabadell Vida SA from Caixa de Sabadell Zurich Financial Services AG acquires CaixaSabadell Vida SA from Caixa de SabadellApr 24, 2008

SPAIN - Zurich Financial Services AG (ZF) of Switzerland acquired a ##% interest, in CaixaSabadell Vida SA de Seguros y Reaseguros, a provider of life insurance services, from Caixa d'Estalvis de Sabadell, a unit of Caixa de Sabadell. Concurrently, ZF

Zurich Financial Services AG acquires TEB Sigorta SA from BNP Paribas SA Zurich Financial Services AG acquires TEB Sigorta SA from BNP Paribas SAMar 31, 2008

TURKEY - Zurich Financial Services AG of Switzerland acquired the entire share capital of TEB Sigorta AS, an Istanbul-based insurance company, from Turkiye Ekonomi Bankasi Mali Yatirimlar AS, a unit of BNP Paribas SA. Terms were not disclosed.

AXA SA acquires SBJ Group Ltd from Zurich Financial Services AG AXA SA acquires SBJ Group Ltd from Zurich Financial Services AGMar 28, 2008

UK - AXA SA of France acquired SBJ Group Ltd, a London-based provider of insurance services, from Capital Z Financial Services Fund II LP subsidiary of Zurich Financial Services AGs Capital Z Partners Ltd unit. Terms were not disclosed.

Zurich Financial Services M&A Summary


Zurich Financial Services has made 70 acquisitions while taking stakes in 56 companies. Zurich Financial Services has 94 divestitures during this period.
YearAcquisitionsStakesDivestitures
2009111
2008473
2007324
2006211
2005014
20043113
20031416
2002416
2001535
2000984
1999173
1998623
1997933
1996122
1995237
1994414
1993405
1992122
1991341
1990001
1989302
1988001
1987300
1986132
1985000
1984000
1983000
1982001
Total705694

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