Invalda Invl Ab · OMXVSE:IVL1L

Invalda Invl Ab — Merger or Acquisition (November 2022)

8 slides from Invalda Invl Ab's merger presentation, Nov 23, 2022

  1. Slide 1: Merger of the retail businesses of INVL and Šiaulių bankas

    Merger of the retail businesses of INVL and Šiaulių bankas 23/11/2022

  2. Slide 2: Merger of retail businesses

    Merger of retail businesses Šiaulių bankas and Invalda INVL signed an agreement TO MERGE their retail businesses 2

  3. Slide 3: Invalda INVL: group structure BEFORE the merger

    Invalda INVL: group structure BEFORE the merger INVESTMENT MANAGEMENT AND LIFE INSURANCE OTHER INVESTMENTS 100% 100% 100% 100% ASSET 51% 2.01% 6.09% MUNDUS FARMLAND FINANCIAL MANAGEMENT MANAGEMENT ADVISORS LIFE AB Šiaulių bankas Traditional Other historical and (retail) asset Alternative investments

  4. Slide 4: About Šiaulių bankas

    About Šiaulių bankas SB Life insurance SB Šiaulių Banko SB Turto Fondas SB lizingas UAB modernizavimo draudimas UAB Lizingas UAB UAB fondas UAB • Daily banking: total number of customers reaches 335 thousand. • 56 customer service outlets of the bank. • 910 employees in Šiaulių bankas group. • 30 ye

  5. Slide 5: Structure of the transaction (I)

    Structure of the transaction (I) • Invalda INVL and Šiaulių bankas merge their retail businesses. • On 22 November 2022, the board of Invalda INVL approved the conclusion of the merger agreement. • The equity value of the transaction is EUR 40.2 million. • Once the deal is completed, Invalda INVL wi

  6. Slide 6: Structure (II)

    Structure of the transaction (II) Part of the retail business NEW ASSET (pension and investments ASSET MANAGEMENT MANAGEMENT funds) in Lithuania COMPANY SHARES FINANCIAL Retail sales ADVISORS SHARES LIFE Life insurance business NEW BRANCH IN LATVIA NEW BRANCH IN ESTONIA 6

  7. Slide 7: Invalda INVL: group structure AFTER closing of the transaction

    Invalda INVL: group structure AFTER closing of the transaction Other historical and INVESTMENT MANAGEMENT BANKING General Partner investments 100% 100% 100% ASSET 51% FARMLAND FINANCIAL 8% - 20% MUNDUS MANAGEMENT MANAGEMENT ADVISORS AB Šiaulių bankas Traditional 7.9% asset Alternative investments Mo

  8. Slide 8: Contact: Darius Šulnis, AB Invalda INVL CEO

    For additional information, please contact: Darius Šulnis AB Invalda INVL CEO [email protected]

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