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Writer's pictureShernel Thielman

Brookfield Reinsurance to Acquire American Equity Investment Life Holding Company

Title: Brookfield Reinsurance to Acquire American Equity Investment Life Holding Company



Introduction:

Brookfield Reinsurance and American Equity Investment Life Holding Company have announced a definitive agreement, wherein Brookfield Reinsurance will acquire all outstanding shares of common stock of AEL in a cash and stock transaction valued at approximately $4.3 billion. This strategic acquisition represents an important step in the growth of Brookfield Reinsurance's insurance business and offers significant benefits to shareholders, policyholders, and other stakeholders.


Details of the Agreement:

Under the agreement, each AEL shareholder will receive $55.00 per AEL share, comprising $38.85 in cash and 0.49707 of a Brookfield Asset Management Ltd. class A limited voting share (BAM Shares) valued at $16.15. The Merger Consideration reflects a 35% premium to AEL's undisturbed closing share price on June 23, 2023, and a 42% premium to its 90-day VWAP as of the same date.


Statements from Key Executives:

Anant Bhalla, President and CEO of AEL, expressed his satisfaction with the agreement, highlighting the excellent outcome it provides for all AEL shareholders, policyholders, and stakeholders. He emphasized the premium being delivered to shareholders and the potential opportunities arising from becoming part of a global financial institution.


David Mulcahy, Non-Executive Chairman of AEL's board, commended AEL's achievements and record of value creation under the AEL 2.0 model, attributing them to the leadership and contributions of Anant and the management team.


Sachin Shah, CEO of Brookfield Reinsurance, explained that this acquisition aligns with the company's growth targets and reinforces their commitment to policyholders and clients. He also emphasized the synergies between AEL's fixed annuity business and Brookfield Reinsurance's existing platform.


Jon Bayer, Managing Partner of Brookfield Reinsurance, expressed excitement about collaborating with AEL's distribution partners and employees to accelerate growth. He acknowledged AEL's transformation into an innovative, asset-light insurer positioned for further expansion.


Transaction and Closing Details:

Brookfield Reinsurance expects to maintain AEL's headquarters in Des Moines, Iowa, following the completion of the transaction. The company anticipates increased net job opportunities in Iowa as the AEL platform grows. Charitable contributions and initiatives in the Des Moines area will be supported by Brookfield Reinsurance and its broader charitable foundation.


Brookfield Reinsurance plans to continue AEL's focus on alternative asset strategies and expects BAM to manage a significant portion of AEL's assets. This partnership will provide AEL access to BAM's direct origination platforms and asset management capabilities while maintaining its current high-quality bias and investment grade focus.


Important Disclaimer:

Investments in the stock market involve risks, and individuals should exercise caution and conduct thorough research before making any investment decisions. The information provided in this blog post is for informational purposes only and should not be construed as financial or investment advice. The future performance of Brookfield Reinsurance, American Equity Investment Life Holding Company, or any other mentioned companies cannot be guaranteed. Always consult with a qualified financial advisor or professional before making investment decisions.

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