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PHOENIX GROUP

HQ - London

Summary

Phoenix Group is a long-term savings and retirement business and an insurance services provider.

Deals Overview

Total Deals8

Valued Deals6

Total Value£ 3.02 B

Avg. Deal Size£ 503 M

Market Context

Senior Management

Andy Curran
CEO
Sven Seidel
Chairman
Dilesh Sangaran
Senior Public Relations Manager

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06 Jan 2016|United Kingdom|Diversified Financials

Target: PHOENIX GROUP'S ANNUITY BUSINESS

Bidder: SWISS RE

2 Service Providers

1 Bidder | 1 Vendor

3 Dealmakers

3 Vendor

£ 1.70 B

Value

28 Sep 2016|United Kingdom|Insurance Brokers

Target: ABBEY LIFE ASSURANCE COMPANY LTD

Bidder: PHOENIX GROUP

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

6 Bidder

£ 935 M

Value

26 Apr 2021|India|Diversified Financials

Target: NETAFIM

Bidder: COGITO CAPITAL

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

£ 36 M

Value

04 Aug 2022|United Kingdom|Full Line Insurance

Target: SUN LIFE UK

Bidder: PHOENIX GROUP

8 Service Providers

5 Bidder | 3 Vendor

113 Dealmakers

80 Bidder | 33 Vendor

£ 248 M

Value

17 Feb 2022|Israel|Software

Target: CLASSIQ

Bidder: TEAM8

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

£ 42 M

Value

24 Oct 2022|United Kingdom|FinTech

Target: MONEYHUB

Bidder: LLOYDS BANKING GROUP PLC

7 Service Providers

4 Target | 3 Bidder

11 Dealmakers

6 Target | 5 Bidder

£ 55 M

Value

31 Jul 2024|United Kingdom|Asset Managers and Custodians

Target: FUTURE GROWTH CAPITAL

Bidder: PHOENIX GROUP

4 Service Providers

4 Bidder

25 Dealmakers

25 Bidder

n/a

Value

31 Oct 2025|Bosnia and Herzegovina|Pharmaceuticals

Target: PHOENIX GROUP (WHOLESALE AND RETAIL OPERATIONS)

Bidder: VEGA DOO VALJEVO

4 Service Providers

3 Bidder | 1 Vendor

4 Dealmakers

3 Bidder | 1 Vendor

n/a

Value