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BBC News Online: Business


Friday, 11 May, 2001, 11:26 GMT 12:26 UK

Prudential loses US merger battle


Prudential logo in the US
The UK's second biggest insurer, Prudential, has scrapped its planned merger with US life insurance company American General, after being trumped by rival American International Group (AIG).

American General confirmed on Friday that it had accepted a $23bn (£16.1bn) offer from AIG, worth $46 a share.



We will be keeping a lookout for suitable acquisitions... we will not be bounced into a knee-jerk reaction
Prudential spokesman

Prudential will get $600m (£420m) in compensation from American General for ducking out of the deal.

AIG made its unsolicited offer for American General in early April, nearly a month after Prudential made an all-share offer of $26.5bn (£18.6bn) to purchase American General.

However, the value of the offer was quickly reduced to just over $20bn (£14.4bn) when investors sent Prudential's shares plummeting - which opened the door for the AIG bid.

On the day before Prudential pulled out, its offer was worth about $44 per share.

Pru seeks other targets

Prudential said it was "disappointed" by the collapse of the deal but still committed to US expansion.

However, a spokesman stressed the company would not be forced into a "knee-jerk reaction."

"We will continue to grow our US business organically.



The Pru can recover from this, but ultimately, if it doesn't make a move (for another company) it could become a takeover target itself
David Harbage, Barclays Stockbrokers

"We will be keeping a lookout for suitable acquisitions but only if they are right for us.

We will not be bounced into a knee-jerk reaction."

He said there was never any question of Prudential increasing its offer for American General.

"We had a merger agreement in place," he added.

Takeover target

A merger with American General would have solved strategic problems for Prudential, according to analysts.

Firstly, it would have boosted the scale of Prudential's interests in the US.

The company currently owns Jackson National Life, a small insurer that has its work cut out competing in the massive US insurance industry.

More importantly, American General would have contributed some of its profits to invest in Prudential's fast-growing Asian business.

Markets relieved

Investors reacted with relief to the collapse of the American General deal, which has been on the cards for some weeks.

Prudential shares were up 11p to 855p at 0940GMT.

James Pearce, an insurance analyst at Bear Stearns, said: "I think most people expected AIG to win although people were beginning to get a bit nervous about the time it was taking for AIG to table a formal offer."

The $600m break fee from American General is expected to be used to fund organic growth in Asia and to improve shareholders' dividend.

Most analysts believe Prudential has emerged from the abortive deal relatively unscathed.

But it in the long-term, they say, the British insurer will have to seek further acquisitions to increase its presence in the US market.

One analyst, who did not want to be named, said: "The company have been saying that on a five-year view Jackson needs a partner but on a one year view they can manage quite well.

"I think, to be fair, the stock market has been fairly relaxed about Jackson's trading position until the company went around telling shareholders that it needed a partner."

Credibility intact?

David Harbage, a fund manager with Barclays Stockbrokers, also believes the Prudential's chief executive Jonathan Bloomer will not be damaged by the collapse of the merger.

"The markets believed the Pru was paying too much for American General.

"But the fact that AIG has come to the same conclusion means that the Pru's credibility remains intact."

He added: "The Pru can recover from this, but ultimately, if it doesn't make a move it could become a takeover target itself."



They pulled out a lot of rhetoric about why they should do the AmGen deal
Brian Moretta, Scottish Value Management

However, Brian Moretta, a Prudential shareholder at Scottish Value Management, said Mr Bloomer would be "under a lot of pressure."

He added: "He (Mr Bloomer) has very much pinned his colour to the mast.

"They pulled out a lot of rhetoric about why they should do the AmGen deal.

"While I don't think many believed them, at the same time, if some of what they say is true then they do need to do something."


Related to this story:
Prudential drops injunction against US firm (19 Apr 01 | Business) Prudential won't increase US bid (06 Apr 01 | Business) AIG muscles in on Prudential deal (04 Apr 01 | Business) Prudential to buy US insurer (12 Mar 01 | Business) Wagons west, profits south? (12 Mar 01 | Business) Prudential to axe 2,000 jobs (13 Feb 01 | Business) Prudential considers bid for Equitable (27 Jul 00 | Business) Prudential goes to New York (14 Jun 00 | Business) Prudential puts price on Egg (25 May 00 | Business)


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