Stock Markets March 26, 2026

Equitable and Corebridge Agree to $22 Billion All-Stock Merger to Form Major Retirement and Asset Management Firm

Transaction brings together three franchises and more than $1.5 trillion in assets under management and administration; combined company to be based in Houston

By Maya Rios AB
Equitable and Corebridge Agree to $22 Billion All-Stock Merger to Form Major Retirement and Asset Management Firm
AB

Equitable and Corebridge announced an all-stock merger valued at $22 billion that will combine their retirement, life insurance and asset management operations into a single company with over $1.5 trillion in assets under management and administration and more than 12 million customers. The new entity, to operate under the Equitable name and be headquartered in Houston, is projected to generate more than $5 billion of operating earnings and is expected to lift earnings by over 10% by the end of 2028. The transaction is targeted to close by the end of 2026.

Key Points

  • Equitable and Corebridge will merge in an all-stock transaction valued at $22 billion, creating a combined retirement, life insurance and asset management company.
  • The new entity will have more than $1.5 trillion in assets under management and administration, serve over 12 million customers, and is projected to generate over $5 billion in operating earnings.
  • The combined company will be headquartered in Houston, operate under the Equitable name, and be led by Corebridge CEO Marc Costantini with Equitable CEO Mark Pearson as executive chair.

Equitable and Corebridge said on Thursday that they will combine in an all-stock transaction valued at $22 billion, forming a U.S. retirement, life insurance and asset management company. The merged firm will bring together the operations of Corebridge, Equitable and AllianceBernstein into a single diversified financial services business.

The new company will manage and administer in excess of $1.5 trillion in assets and serve more than 12 million customers, according to the companies' announcement. Equitable said the combined business is expected to generate more than $5 billion of operating earnings and to increase earnings by over 10% by the end of 2028.

Under the terms of the deal, each outstanding share of Corebridge will be exchanged for one share of the new parent company, while each outstanding share of Equitable will be exchanged for 1.55516 shares of the parent. Ownership of the combined entity will be split with Corebridge shareholders holding approximately 51% and Equitable investors holding roughly 49%.

The merged company will be headquartered in Houston, Texas, and will operate under the Equitable name. Leadership roles were announced as part of the agreement: Corebridge Chief Executive Officer Marc Costantini will serve as chief executive of the combined company, and Equitable Chief Executive Officer Mark Pearson will assume the role of executive chair.

Commenting on the merger, Equitable CEO Mark Pearson said, "The combined company will benefit from a strong competitive position and accelerated growth across retirement, life and institutional markets, as well as asset and wealth management." The companies framed the tie-up as a response to competitive pressures in the industry, noting that insurers are pursuing scale to grow revenue, retain more earnings and strengthen positions in retirement and wealth markets.

Corebridge, which was carved out of AIG in 2022, saw its shares rise 2.4% in premarket trading on the announcement.

Advisers on the transaction were announced: Morgan Stanley acted as adviser to Corebridge, while Goldman Sachs advised Equitable.


Context on investment coverage mentioned by the companies

The announcement includes reference to investment research tools evaluating asset managers. One promotional element in the communication asked whether investors should be buying AB now and described an AI-driven selection process that evaluates companies using more than 100 financial metrics. That material noted past winners identified by the tool, including Super Micro Computer and AppLovin, with stated performance figures for those picks.

The deal is targeted to close by the end of 2026. Beyond that timeline, the companies are providing projections for the combined firm's earnings profile through 2028.

Risks

  • Timing risk - the transaction is targeted to close by the end of 2026, leaving uncertainty about whether and when completion will occur; this affects the financial services and capital markets sectors.
  • Projection risk - the companies expect the deal to boost earnings by over 10% by the end of 2028 and to generate more than $5 billion of operating earnings, outcomes that depend on future performance in retirement, life insurance and asset management businesses.
  • Integration risk - combining three franchises (Corebridge, Equitable and AllianceBernstein) introduces execution and operational challenges that could impact the combined company's ability to realize projected synergies across retirement, wealth and institutional markets.

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