AM Best Places Credit Ratings of Homesteaders Life Company Under Review With Negative Implications
12 Junho 2024 - 5:34PM
Business Wire
AM Best has placed under review with negative
implications the Financial Strength Rating of A- (Excellent) and
the Long-Term Issuer Credit Rating of “a-” (Excellent) of
Homesteaders Life Company (Homesteaders) (West Des Moines, IA). At
the same time, AM Best has placed under review with negative
implications the Long-Term Issue Credit Ratings of “bbb-” (Good) on
Homesteaders’ $20 million, 7.75% surplus notes due 2053, and the
$20 million 7.75% surplus notes due 2053.
These Credit Ratings (ratings) have been placed under review
with negative implications following the recent announcement that
an affiliate of Homesteaders, Viridian Acquisition Inc., together
with Birch Hill Equity Partners Management Inc., will acquire all
of the issued and outstanding common shares of Park Lawn
Corporation (PLC) [TSX: PLC] in an all-cash transaction valued at
approximately $900 million. Homesteaders, along with Birch Hill
Equity Partners Management, Inc., plan to take PLC private.
Homesteaders will have a $250 million equity stake in PLC while
also issuing $150 million in preferred shares to a third-party.
With the PLC transaction, Homesteaders gains access to over 250
cemeteries, crematoria, funeral homes, chapels and event centers
that PLC owns and operates throughout the United States and Canada.
Since Homesteaders primarily distributes its products through
funeral homes, the trend of funeral home consolidation has been a
concern.
Although the transaction will provide Homesteaders with growth
opportunities and diversify its operations through access to the
at-need segment, the investment is sizeable relative to the
company’s balance sheet. Financial leverage will be significantly
elevated until the preferred shares are converted and there is
complexity in executing the transaction. Homesteaders’ ratings will
remain under review with negative implications pending successful
execution of the transaction and until AM Best can properly assess
the company’s rating fundamentals, both financially and
operationally, given this transaction.
This press release relates to Credit Ratings that have been
published on AM Best’s website. For all rating information relating
to the release and pertinent disclosures, including details of the
office responsible for issuing each of the individual ratings
referenced in this release, please see AM Best’s Recent
Rating Activity web page. For additional information
regarding the use and limitations of Credit Rating opinions, please
view Guide to Best's Credit Ratings. For information
on the proper use of Best’s Credit Ratings, Best’s Performance
Assessments, Best’s Preliminary Credit Assessments and AM Best
press releases, please view Guide to Proper Use of Best’s
Ratings & Assessments.
AM Best is a global credit rating agency, news publisher and
data analytics provider specializing in the insurance industry.
Headquartered in the United States, the company does business in
over 100 countries with regional offices in London, Amsterdam,
Dubai, Hong Kong, Singapore and Mexico City. For more information,
visit www.ambest.com.
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Tyler Samani Financial Analyst +1 908 882 2296
tyler.samani@ambest.com
Jacqalene Lentz Director +1 908 882 2011
jacqalene.lentz@ambest.com
Christopher Sharkey Associate Director, Public
Relations +1 908 882 2310
christopher.sharkey@ambest.com
Al Slavin Senior Public Relations Specialist +1
908 882 2318 al.slavin@ambest.com
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