KKR's $17B USI Sale to Aon Generates $3.3B After-Tax Proceeds

M&A · Partnership
โดย Zacks Investment Research·US·Read original
Summary · why it matters

KKR & Co. Inc. has agreed to sell USI Insurance Services to Aon plc for $17 billion, a deal that will generate $3.3 billion in after-tax proceeds and $2 billion in adjusted net income, or more than $2 per share. KKR first invested in USI in 2017 at a $4.3 billion valuation, and under its ownership, USI's revenues nearly tripled, with over 90 acquisitions expanding its reach. The sale price represents roughly six times KKR's original equity investment and 3.4 times the total balance-sheet capital invested. The transaction, expected to close in the fourth quarter of 2026, highlights KKR's Strategic Holdings strategy, which allows direct participation in investment appreciation. This deal follows similar divestitures by Deutsche Bank and Northern Trust, and KKR's shares have gained 16.2% in the past three months.

Impact on stocks 4

Financials▲ · 2 stocks
Aging Population▲ · 1 stocks
KKR & Co. Inc.
KKR
▲ PositiveCapitalrelevance

KKR's sale of USI generates $3.3B after-tax proceeds and $2B adjusted net income, realizing ~6x its original equity investment.

Climate Adaptation & Water▲ · 1 stocks
Aon PLC
AON
▲ PositiveCapitalrelevance

Aon agrees to acquire USI Insurance Services for $17 billion, a major M&A deal.

Off-coverage companies 1

USIインシュアランス・サービシズPrivate▲ Positive
Capitalrelevance

USI is being sold to Aon for $17 billion, a positive outcome for the company as an asset.

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