ExitValue.ai

M&A TRANSACTION · 2024

Truist Insurance Holdings (TIH) acquired by Stone Point Capital / Clayton, Dubilier & Rice / Mubadala

$15.50B· 18.0x EBITDA· 4.50x revenue

Target

Truist Insurance Holdings (TIH)

Charlotte, NC

5th largest insurance brokerage in the US, formerly part of Truist Financial Corporation. Includes McGriff Insurance Services and other brokerage operations.

Acquirer

Stone Point Capital / Clayton, Dubilier & Rice / Mubadala

Private Equity buyer

Disclosed financials at time of acquisition

Revenue

$3460.0M

EBITDA

$861.0M

Deal Value

$15.50B

EV/EBITDA

18.0x

Context

This $15.50B acquisition of Truist Insurance Holdings (TIH) by Stone Point Capital / Clayton, Dubilier & Rice / Mubadala sits in the insurance agency sub-vertical. The 18.0x EBITDA multiple paid in 2024 can be compared against the population median for insurance agency transactions of similar size on our Insurance Agency valuation hub. Stone Point Capital / Clayton, Dubilier & Rice / Mubadala is acquiring as a private equity buyer; see how PE acquirers typically price insurance agency businesses on our Insurance Agency PE buyer-pool page.

Source

Data sourced from Press Releaseprimary source. All figures reflect disclosed values at the time of the acquisition; no estimated or imputed data. Methodology

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Citation: ExitValue.ai. (2024). Truist Insurance Holdings (TIH) acquired by Stone Point Capital / Clayton, Dubilier & Rice / Mubadala. https://exitvalue.ai/deals/truist-insurance-holdings-tih-acquired-by-stone-point-capital-clayton-dubilier-ric-insurance-ve