Portfolio company

Alexander Forbes

Alexander Forbes

Company website

www.alexanderforbes.com

Business sector

Financial services

Country of operation

South Africa

Market

Africa

Investment status

Current portfolio

Investment type

Buyout capital

Date of original investment

2007

Office

Johannesburg, South Africa

Alexander Forbes is a diversified financial services company that operates as an intermediary in the investment and insurance industries. At US$1.2bn, the Alexander Forbes transaction is one of the largest and most complex leveraged buyouts ever undertaken in Africa.

 

Its main business units are: (i) Investment Solutions, providing portfolio construction and management for retirement funds and individuals, (ii) Financial Solutions, which administers and provides consultancy services to retirement funds, medical aids, companies and individuals, and (iii) Risk Services, which provides wholesale and retail insurance broking and risk consultancy services.

 

Alexander Forbes is represented in 30 countries, with most of its operations in South Africa.