Transaction · Insurtech · 2020

Allstate / National General 2021

Allstate acquired National General for $4.0B on July 7, 2020.

Target
National General
Acquirer
Allstate
Deal value
$4.0B
Deal type
Cash
Announced
July 7, 2020
Sub-sector
Insurtech

Transaction overview

  • Allstate announced the acquisition of National General on July 7, 2020 for approximately $4 billion in cash.
  • The deal closed on January 4, 2021 after receiving required regulatory approvals.
  • Consideration was $34.50 per share in cash, representing a premium to National General's pre-announcement trading price.
  • National General is a personal lines insurer offering auto, home, and specialty insurance products across the United States.
  • National General wrote approximately $3.9 billion in gross written premiums in 2019.
  • Allstate is one of the largest publicly traded personal lines property and casualty insurers in the United States.
  • Allstate pursued the deal to expand its independent agent distribution channel, which National General operated through.

Why it matters

  • The acquisition gave Allstate a meaningful presence in the independent agent channel, which it had historically underserved relative to captive-agent peers.
  • National General's specialty and non-standard auto book added product lines Allstate did not distribute at scale through its existing network.

Strategic rationale

Allstate buys nonstandard auto and independent agent channel platform at $34.50 per share to expand independent-agent distribution.

Deal terms & multiples

Deal value
$4.0B
Target revenue
Not disclosed
Target EBITDA
Not disclosed
EV / Revenue
Not disclosed
EV / EBITDA
Not disclosed
Announcement
July 7, 2020
Close date
January 4, 2021
Acquirer
Allstate (Strategic)
Target HQ
United States
Deal type
Cash
Sub-sector
Insurtech
Consideration structure
All-cash; $34.50 per share
Regulatory status
Closed January 4, 2021 following receipt of required state insurance regulatory approvals
Acquirer ticker
NYSE: ALL

About National General

National General Holdings is a personal lines insurance holding company headquartered in New York. The company sold auto, homeowners, and specialty insurance products, distributing primarily through independent agents and affinity partnerships. It also operated a lender-placed insurance business serving mortgage servicers. National General went public on the Nasdaq in 2013 under the ticker NGHC.

Founded
1939
HQ
United States
Prior funding
Publicly traded on Nasdaq (NGHC); no venture funding history
Key metric
~$3.9 billion gross written premiums (2019)

About Allstate NYSE: ALL

Allstate Corporation is a publicly traded personal lines property and casualty insurer headquartered in Northbrook, Illinois. The company sells auto, home, life, and commercial insurance primarily through a network of exclusive captive agents. Allstate reported approximately $44.7 billion in total revenues in 2020. It trades on the New York Stock Exchange under the ticker ALL.

Founded
1931
Ticker
NYSE: ALL

Frequently asked questions

How much did Allstate pay for National General?

Allstate paid approximately $4 billion in cash, or $34.50 per share of National General common stock.

When did the Allstate and National General deal close?

The transaction closed on January 4, 2021, roughly six months after the July 2020 announcement.

Why did Allstate acquire National General?

Allstate sought to expand distribution through independent agents, a channel National General operated at scale. The deal also added specialty and non-standard auto insurance products to Allstate's portfolio.

What does National General sell?

National General sold personal auto, homeowners, and specialty insurance, along with lender-placed insurance for mortgage servicers.

Was National General a public company before the acquisition?

Yes. National General traded on the Nasdaq under the ticker NGHC from 2013 until the deal closed in January 2021.

What advisors worked on the Allstate and National General deal?

Goldman Sachs advised Allstate and Morgan Stanley advised National General on the transaction.

Sources