Investments
11Portfolio Exits
4Funds
1Partners & Customers
10About Sanlam
Sanlam is a financial services group, originally established as a life insurance company in 1918. The company demutualised and listed on the JSE Limited and Namibian Stock Exchange in 1998. Sanlam is a pioneer in transformation and the Ubuntu-Botho transaction in 2004 reinforced its position as a leading financial services group, underpinned by quality BEE leadership and a comprehensive strategy to ensure meaningful and broad-based participation across South Africa.
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Latest Sanlam News
Jan 31, 2023
01/31/2023 | 05:08am EST Message : *Required fields At the core of the campaign is Zesande, a digital avatar who lives her entire life in a day. "We map out the course of her lifetime in just 24 hours - for instance at 6:00 she is 20 starting out in the working world and by 20:00 she has entered retirement - educating consumers about the big financial decisions and plans that need to be made at each stage to live a life of financial confidence. Concepts such as compound interest, retirement savings and life insurance are explained and linked to the time of life when those are most important for individuals, helping them tangibly map out their financial lives on a time continuum." "Through LI:FE of Confidence, we want to help South Africans understand what is most important at their present and future life stages, and encourage them to take the necessary steps. This will give them the highest level of financial preparedness and success, and set them on the path to a life of financial confidence." "The campaign has allowed us to realistically depict living an entire life in a day and demonstrate financial learnings in a creative, compelling way," said Oosthuizen. Additional elements include an interactive digital experience via desktop or mobile where South Africans can learn what they should be considering at the key life moments. The campaign's media launch took place in the metaverse on 31 January, a first for South Africa. Attachments
Sanlam Investments
11 Investments
Sanlam has made 11 investments. Their latest investment was in ARC Financial Services Sub as part of their Corporate Minority on December 12, 2020.
Sanlam Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
12/21/2020 | Corporate Minority | ARC Financial Services Sub | $50M | Yes | 1 | |
6/2/2020 | Secondary Market | FBNInsurance | Yes | 1 | ||
11/4/2017 | Corporate Minority | Sanlam Indie | $0.7M | Yes | 1 | |
8/15/2017 | Corporate Minority | |||||
5/30/2017 | Debt |
Sanlam Portfolio Exits
4 Portfolio Exits
Sanlam has 4 portfolio exits. Their latest portfolio exit was Sanlam - Retirement Fund Administration Business on December 06, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
12/6/2021 | Divestiture | Sanlam - Retirement Fund Administration Business | 1 | ||
Date | 12/6/2021 | |||
|---|---|---|---|---|
Exit | Divestiture | |||
Companies | Sanlam - Retirement Fund Administration Business | |||
Valuation | ||||
Acquirer | ||||
Sources | 1 |
Sanlam Acquisitions
8 Acquisitions
Sanlam acquired 8 companies. Their latest acquisition was Alexander Forbes - Group Risk and Retail Busines on April 01, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
4/1/2022 | Acquired Unit | 1 | ||||
9/23/2021 | ||||||
1/7/2019 | ||||||
3/8/2018 | Other | |||||
10/16/2017 |
Date | 4/1/2022 | 9/23/2021 | 1/7/2019 | 3/8/2018 | 10/16/2017 |
|---|---|---|---|---|---|
Investment Stage | Other | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired Unit | ||||
Sources | 1 |
Sanlam Fund History
1 Fund History
Sanlam has 1 fund, including Sanlam Private Equity Infrastructure Fund.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
12/31/2008 | Sanlam Private Equity Infrastructure Fund | Fund Of Funds | Closed | 1 |
Closing Date | 12/31/2008 |
|---|---|
Fund | Sanlam Private Equity Infrastructure Fund |
Fund Type | Fund Of Funds |
Status | Closed |
Amount | |
Sources | 1 |
Sanlam Partners & Customers
10 Partners and customers
Sanlam has 10 strategic partners and customers. Sanlam recently partnered with Absa Group on December 12, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
12/1/2022 | Partner | South Africa | Absa and Sanlam Combine Investment Management Businesses in SA. Sanlam CEO , Mr Carl Roothman , said : `` We are excited that the agreement to integrate the investment management businesses of Sanlam and Absa has been concluded . | 1 | |
11/3/2022 | Partner | South Africa | 1 | ||
11/1/2022 | Licensee | South Africa | MTN : Sanlam and MTN Group's InsurTech alliance kicks off as transaction is approved Said Sanlam CEO , Mr Paul Hanratty : `` We are delighted to reach such a critical stage in our drive to deepen penetration of insurance and investment products across Africa through strategic partnerships . '' | 6 | |
5/15/2022 | Client | ||||
5/4/2022 | Partner |
Date | 12/1/2022 | 11/3/2022 | 11/1/2022 | 5/15/2022 | 5/4/2022 |
|---|---|---|---|---|---|
Type | Partner | Partner | Licensee | Client | Partner |
Business Partner | |||||
Country | South Africa | South Africa | South Africa | ||
News Snippet | Absa and Sanlam Combine Investment Management Businesses in SA. Sanlam CEO , Mr Carl Roothman , said : `` We are excited that the agreement to integrate the investment management businesses of Sanlam and Absa has been concluded . | MTN : Sanlam and MTN Group's InsurTech alliance kicks off as transaction is approved Said Sanlam CEO , Mr Paul Hanratty : `` We are delighted to reach such a critical stage in our drive to deepen penetration of insurance and investment products across Africa through strategic partnerships . '' | |||
Sources | 1 | 1 | 6 |
Sanlam Team
17 Team Members
Sanlam has 17 team members, including current Chief Executive Officer, Bongani Madikiza.
Name | Work History | Title | Status |
|---|---|---|---|
Bongani Madikiza | Old Mutual, and Sun International | Chief Executive Officer | Current |
Name | Bongani Madikiza | ||||
|---|---|---|---|---|---|
Work History | Old Mutual, and Sun International | ||||
Title | Chief Executive Officer | ||||
Status | Current |
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