Arch Capital Group Ltd. · NASDAQ:ACGL

Arch Capital — Merger or Acquisition (April 2024)

8 slides from Arch Capital's merger presentation, Apr 5, 2024

  1. Slide 1: Arch to Acquire Allianz's U.S. Commercial Middle Market and Entertainment Business

    1©2024 Arch Capital Group Ltd. All rights reserved. 1©2024 Arch Capital Group Ltd. All rights reserved. Arch to Acquire Allianz's U.S. Commercial Middle Market and Entertainment Business April 5, 2024 Exhibit 99.2

  2. Slide 2: Informational Statements

    2©2024 Arch Capital Group Ltd. All rights reserved. 2 Informational Statements The Private Securities Litigation Reform Act of 1995 provides a “safe harbor” for forward−looking statements. This release or any other written or oral statements made by or on behalf of Arch Capital Group Ltd. and its su

  3. Slide 3: Transaction Highlights

    3©2024 Arch Capital Group Ltd. All rights reserved. 3 Transaction Highlights Transaction enhances Arch’s growth strategy in key insurance markets where underwriting expertise is a competitive advantage. Acquisition accelerates build-out of Arch Insurance’s U.S. middle market segment with a scalable

  4. Slide 4: Overview of Acquired Business (1/2)

    4©2024 Arch Capital Group Ltd. All rights reserved. 4 Overview of Acquired Business (1/2) Business Overview  Scaled Middle Market, Programs and Entertainment commercial business written out of Fireman’s Fund Insurance Company and subsidiaries1.  Provides admitted P&C coverages to middle market com

  5. Slide 5: Overview of Acquired Business (2/2)

    5©2024 Arch Capital Group Ltd. All rights reserved. 5 22 % 19 % 12 %11 % 9 % 7 % 4 % 16 % Overview of Acquired Business (2/2) Pro-Forma Business Mix1 Business Segments Al lia nz U .S . M id Co rp Middle Market including package capabilities  Provides standard commercial insurance products for mid-s

  6. Slide 6: Key Transaction Terms

    6©2024 Arch Capital Group Ltd. All rights reserved. 6 Key Transaction Terms 1 Subsequent to closing, Allianz may pursue a legal entity separation with Arch acquiring entities only containing in-scope business upon completion of separation; acquisition is not contingent on the separation and separate

  7. Slide 7: Transaction Structure

    7©2024 Arch Capital Group Ltd. All rights reserved. 7 Transaction Structure Allianz SE Allianz Global Risks US Insurance Co. Fireman’s Fund Insurance Co.1 In-Scope Entities Arch Capital Group Ltd. Arch Reinsurance Ltd. Arch Insurance Co.  Arch to acquire Allianz MidCorp and Entertainment business t

  8. Slide 8: Contact

    8©2024 Arch Capital Group Ltd. All rights reserved. 8 Contact François Morin Chief Financial Officer and Treasurer 441 278 9250 fmorin@archgroup.com Vinay Misquith Senior Vice President, Financial Services 914 872 3666 VMisquith@archgroup.com Investor Inquiries:

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