secwatch / observer
8-K filed February 20, 2024, 6:59 PM ET ticker TFC CIK 0000092230
M&A confidence high sentiment positive materiality 0.90

Truist sells remaining stake in Truist Insurance Holdings for $15.5B enterprise value

TRUIST FINANCIAL CORP

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

TRUIST FINANCIAL CORP entered into Equity Interest Purchase Agreement with Trident Butterfly Investor, Inc., Panther Blocker I, Inc., Panther Blocker II, Inc., Truist TIH Holdings, Inc., Truist TIH Partners, Inc., TIH Management Holdings, LLC, TIH Management Holdings II, LLC, Truist Insurance Holdings, LLC valued at enterprise value for Truist Insurance of $15.5 billion, and is expected to result in cash proceeds t (effective 2024-02-20).

Action
entry
Agreement
equity purchase
Counterparty
Trident Butterfly Investor, Inc., Panther Blocker I, Inc., Panther Blocker II, Inc., Truist TIH Holdings, Inc., Truist TIH Partners, Inc., TIH Management Holdings, LLC, TIH Management Holdings II, LLC, Truist Insurance Holdings, LLC
Value
enterprise value for Truist Insurance of $15.5 billion, and is expected to result in cash proceeds t
Effective
2024-02-20
Exact text from the filing
On February 20, 2024, Truist Bank, a North Carolina-chartered state nonmember bank (“Truist”) and wholly owned subsidiary of Truist Financial Corporation (the “Company”), entered into an Equity Interest Purchase Agreement (the “Purchase Agreement”) by and among Truist, Trident Butterfly Investor, Inc., a Delaware corporation (“Buyer Entity 1”), Panther Blocker I, Inc., a Delaware corporation (“Buyer Entity 2”), Panther Blocker II, Inc., a Delaware corporation (together with Buyer Entity 1 and Buyer Entity 2, the “Buyer Entities”), Truist TIH Holdings, Inc., a Delaware corporation (“Truist Holdings”), Truist TIH Partners, Inc., a Delaware corporation (“Truist Partners”), TIH Management Holdings, LLC, a Delaware limited liability company (“Management Holdings”), TIH Management Holdings II, LLC, a Delaware limited liability company (“Management Holdings II”), and Truist Insurance Holdings, LLC, a Delaware limited liability company (“Truist Insurance”), pursuant to which Truist will sell i
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TRUIST FINANCIAL CORP filing history →

Source: SEC EDGAR
accession 0000950103-24-002395
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