M&g Plc · LSE:MNG
M&g — Merger or Acquisition (May 2025)
9 slides from M&g's merger presentation, May 30, 2025
Slide 1: M&G and Dai-ichi Life Establish Long-term Strategic Partnership
M&G and Dai-ichi Life Establish Long- term Strategic Partnership 30 May 2025
Slide 2: Forward Looking Statement
Forward Looking Statement This document may contain certain ‘forward-looking statements’ with respect to M&G plc (M&G) and its affiliates (the Group), its plans, its current goals and expectations relating to future financial condition, performance, results, operating environment, strategy and objec
Slide 3: M&G and Dai-ichi Life Establish Long-term Strategic Partnership
M&G and Dai-ichi Life Establish Long-term Strategic Partnership t Managem sse e “Partnering with you to A nt build a brighter and more secure future” Partnership Opportunity Growth “Our purpose is to give L if everyone real confidence to e Insurance put their money to work” 3
Slide 4: Overview of Dai-ichi Life
Overview of Dai-ichi Life Dai-ichi Life is the largest listed life insurance company in Japan, with a meaningful asset management franchise and an international life insurance business which has a significant presence across Asia-Pacific and North America Scaled Global Life Insurance Franchise Meani
Slide 5: M&G's Journey: From Fixing to Growing the Business
M&G’s Journey: From Fixing to Growing the Business Fix the Basics Deliver Growth 1 Strengthened balance-sheet Maintain financial discipline Financial strength and reduced leverage across key metrics 2 Simplified operating model Continue to tackle costs Simplification to support scalable growth and i
Slide 6: Overview of Commercial Terms
Overview of Commercial Terms Reinforcing our Ambition to Deliver Asset Management and International Growth M&G to become preferred asset management partner for Dai-ichi Life in Europe • The partnership is expected to generate at least $6 billion in new business flows into funds managed by M&G over t
Slide 7: Overview of Dai-ichi Life's Shareholding
Overview of Dai-ichi Life’s Shareholding Significant Commitment and Alignment of Interests • Dai-ichi Life intends to acquire a c.15% shareholding in M&G, subject to regulatory approval Investment in – Achieved via on-market purchases with no change to M&G’s ISC M&G • Creates significant alignment t
Slide 8: Summary
Summary Partnership At least $ 3 billion in M&G’s At least $ 6 billion of new c.15% shareholding in M&G high-alpha strategies across business flows into M&G by Dai-ichi Life public and private markets M&G to become preferred New potential sources of Focus on growth, asset management partner business
Slide 9: Investor Relations Contacts
Investor Relations Contacts Luca Gagliardi Maria Baines Group Director of Strategy and IR Investor Relations Event Manager +44 (0)20 8162 7301 +44 (0)20 8162 6122 +44 (0)752 559 7694 +44 (0)781 020 3731 luca.gagliardi@mandg.com maria.baines@mandg.com Simran Parmar Head of Investor Relations - Equity