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.
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/
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https://revtech-news.com/
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