Voya Financial, Inc. · NYSE:VOYA
Voya Financial — Merger or Acquisition (June 2022)
8 slides from Voya Financial's merger presentation, Jun 13, 2022
Slide 1: Voya Financial Announces Transaction with Allianz Global Investors
Voya Financial Announces Transaction with Allianz Global Investors June 13, 2022
Slide 2: Forward-Looking and Other Cautionary Statements
Forward-Looking and Other Cautionary Statements This presentation and the remarks made orally contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The company does not assume any obligation to revise or update these statements to reflect new
Slide 3: Transaction with Allianz Global Investors is Highly Strategic
Transaction with Allianz Global Investors is Highly Strategic Expands international distribution through long-term strategic partnership with Allianz Global Investors (AllianzGI) Addition of complementary strategies and scale that diversifies client mix across retail and institutional, and U.S. and
Slide 4: Transaction Overview
Transaction Overview ◼ Voya IM AUM1 increases to approximately $370 billion on a pro forma basis Accelerates ◼ Substantially enhances international reach through strategic distribution partnership Voya IM’s growth ◼ Adds talented, highly complementary income and growth, fundamental equity, and priva
Slide 5: Financially Compelling Transaction 6% to 8% EPS Accretion
Financially Compelling Transaction ($ in millions, unless otherwise stated) 1 Highly Accretive to 6% to 8% ◼ Immediately accretive to cash EPS Key Financial Metrics EPS Accretion Voya IM Adjusted Operating Margin Attractive Pro Forma ◼ Transaction improves Margin profile 2 3 Operating Margin for Voy
Slide 6: Appendix
Appendix FINANCIAL
Slide 7: Long-Term International Distribution Partnership with a Leading Global Asset Manager
Long-Term International Distribution Partnership with a Leading Global Asset Manager EMEA APAC • 11 Locations • 8 Locations • 315 Relationship Managers • 191 Relationship Managers • 53% Retail Distribution1 • 68% Retail Distribution1 Europe • Brussels • Frankfurt • Asia Pacific • Hong Kong • London
Slide 8: AllianzGI US Transferring Diversified Assets to Voya IM
AllianzGI US Transferring Diversified Assets to Voya IM Voya IM1 AllianzGI US1 Pro Forma1 $253 Billion $120 Billion $373 Billion Alts & Other Money Market Money Market Alts & Other Alts & Other 8% 1% 1% 13% 10% By Asset Class Equity Equity Equity 23% 31% 48% Fixed Fixed Fixed Income Income Income 69