Abacus Closes $400M Life Insurance Securitization


Daphnebasset1149

Uploaded on Sep 28, 2026

Abacus Global Management closes a $400M+ life insurance securitization, its largest yet, with investment-grade notes and an oversubscribed, upsized offering.

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Abacus Closes $400M Life Insurance Securitization

Abacus Closes $400M Life Insurance Securitization Abacus Global Management completes its largest life insurance securitization to date NYSE: ABX | September 23, 2026 | $400M+ RevTech News | 1 Deal at a Glance TRANSACTION VALUE STRUCTURE UNDERLYING ASSETS $400M+ Dual-tranche Life insurance Life insurance securitization Class A and Class B notes Diversified policy portfolio Residual interest included in the structure. Orlando-based alternative asset manager. Transaction announced and completed on September 23, 2026. RevTech News | 2 Investment-Grade Rating & Investor Demand CREDIT QUALITY DEMAND OFFERING Investment-grade Oversubscribed Upsized Notes received an investment-grade rating from a third-party ratinStgr oangeg nincys.titutional fixed-income demand supported the offeriDnegm. and was strong enough for the transaction to be upsized. The notes were sold through a private placement to accredited investors. The transaction was conducted under Section 4(a)(2) of the Securities Act of 1933. RevTech News | 3 How the Securitization Works 1 2 3 4 Life Insurance Policies Special-Purpose Vehicle Class A & Class B Notes Institutional Investors Abacus continues to service the policies through its affiliates. Its origination, underwriting, and servicing platform connects the assets with institutional capital markets. RevTech News | 4 Use of Proceeds & Strategic Impact POLICY ORIGINATION CORPORATE PURPOSES REVENUE MIX Continued growth Flexible capital Recurring earnings Net proceeds will support continued policy origination. A portion of proceeds will support general corporate purposeTsh.e company aims to increase recurring, fee-related earnings. The transaction also grows assets under management. Abacus says the strategy moves its revenue mix away from transactional gains. The securitization expands the company's connection with institutional capital markets. RevTech News | 5 What Abacus Executives Said Elena Plesco Jay Jackson Chief Investment Officer Chairman & CEO “A platform strategy, not a financing sLtarragtesgty s.”ecuritization to date; investor response showed demand for longevity-based assets. RevTech News | 6 A Step Up from Earlier Issuance EARLIER 2026 ISSUANCE CURRENT TRANSACTION $50M $400M+ Investment-grade securitized note backed by life insurance assets. Dual-tranche securitization with investment-grade notes. The two transactions illustrate the development of a repeatable funding channel for Abacus' life insurance assets. The model can also support ongoing servicing income as the platform develops. RevTech News | 7 Sources & Related Reading All links from the source content Full News — Abacus Global Management Closes $400M Securitization https://revtech-news.com/abacus-global-management-closes-400m-securitization/ RevTech News — Homepage https://revtech-news.com/ Related News — Jumio Appoints Matt DeLauro as Chief Revenue Officer https://revtech-news.com/jumio-appoints-matt-delauro-as-chief-revenue-officer/ RevTech News | 8