Opinion

The stellar growth numbers presage a challenging exercise in managing investor expectations going forward amidst easing tailwinds.

With the DoJ’s suit creating question marks around closing, the junior merger partner’s standalone prospects must be weighed.

The parties will likely look to deliver a carve-out of large P&C and health benefits broking in the US to target a DoJ settlement.

But it will get harder as rates soften, the tidal flow reverses and the company has to navigate a CEO succession.

Many of the individual causes championed by CEOs are positive, but there are good reasons to separate the political and business spheres.

The US retirement disposals announced last week will be followed by two health unit sales as the parties seek regulatory sign-off.

The personal lines giant announced a $300mn deal last night to buy non-standard auto writer SafeAuto.

CPI surged to 4.2% in April, levels not seen since before the Global Financial Crisis.

Harbert has called on the company to return $250mn of excess capital to shareholders.

With the planned disposal of a further $240mn of Ebitda, the parties are showing their commitment to closing the overall deal.

Listed composite insurer American National has been placed up for sale and may attract carve-up interest.

Chubb discipline, Hartford reluctance and investor lassitude combine to impede a transaction.

With a sale of the remedy assets to AJG not yet agreed, the firms will have to choose their words carefully this week.

Long hold periods could intensify the pressure on smaller PE-backed retail brokers.

This week, we revealed that Aon/Willis Towers Watson are looking to separately divest a block of Willis' European businesses and Willis Re, as they work to get their mega merger approved by regulators in the face of competition concerns.