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TickerWTW
SectorInsurance - Brokers
Mkt cap$24.2B
EV / EBITDA10.8×
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1140536

Willis Towers Watson PLC

WTWHIGH VELOCITYFILING INTENSITY

Willis Towers Watson PLC reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $107M across 0 disclosed transactions, up 55% vs the prior cycle · primary market Insurance.

Lens

Disclosed M&A capital (2023–2025)

$107M

+55%

vs $69M in 2020–2022

Disclosed transactions

N/A

flat

1/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$9.9B
EBITDA$2.7B
Enterprise value$29.1B
EV / Revenue2.9×
EV / EBITDA10.8×
P/EN/A
Cash$1.9B
Total debt$9.7B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

42/100

Companies actively deploying disclosed capital into M&A

  • $2.8B disclosed buyer spend
  • Filed within 26d

Buyer Cadence

32/100

Buyer-side companies with recent filing activity

  • Filed within 26d
  • 395 8-Ks

Target Probability

24/100

Issuers showing target-side patterns from filings

  • 9 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 9 activism filings

Pressure Watch

19/100

Issuers facing activism, governance, or control pressure

  • 9 activism filings
  • Latest activism 9y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 9 activism filings

Restatement Risk

1/100

Issuers with accounting-integrity flags from filings

  • 1 auditor change
  • Latest event 9.2y ago; heavily discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 395 8-Ks
  • Filed within 26d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $29.1B
  • 10-Q 26d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $1,329M · Peak count: 3

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/A$107MN/AN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/A$69MN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Geographic Expansion
    20%
  • Bolt On
    20%
  • Horizontal Consolidation
    20%
  • Platform
    20%
  • Tuck In
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • bolt_on
  • geographic_expansion
  • horizontal_consolidation
  • platform
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

The primary elements of the program include: moving more than 3,500 support roles from higher cost locations to facilities in lower cost locations; net workforce reductions in support positions; lease consolidation in real estate; and information technology systems simplification and rationalization.

10-KFY2016

Immediately following the Merger, Willis effected (i) a consolidation (i.e., a reverse stock split under Irish law) of Willis ordinary shares whereby every 2.6490 Willis ordinary shares were consolidated into one Willis ordinary share $0.000304635 nominal value per share

10-KFY2016

TRANZACT operates as part of our Benefits Delivery and Administration segment and enhances the Company’s existing Medicare broking offering

10-KFY2019

The decrease in expenses in 2018 was also due to the completion of certain integration activities in connection with the Merger.

10-KFY2018

Other individually less significant acquisitions were completed during the year ended December 31, 2019

10-KFY2019
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Insurance

Market spend (2023–2025)
$50.4B
Market spend (2020–2022)
$62.2B
Recent vs prior
−19%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

10.8×EV / EBITDA

WTW trades at a -0.8-turn discount to the Insurance peer median of 11.6×.

EV / Revenue
2.9×
Net debt / EBITDA
2.9×
Peer median EV / EBITDA
11.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
14.9×3.6×2.8×$27.5B$10.2B
12.1×4.1×3.1×$6.4B$9.4B
11.2×2.3×-0.1×$61.1B$1.3B
Willis Towers Watson PLCWTW
10.8×2.9×2.9×$9.9B$107M
8.2×0.6×-3.8×$76.9B$738M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Insurance. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)282026-02-25
  • 10-Q (quarterly)712026-04-30
  • 8-K (event)3952026-04-30
  • Proxy / DEF 14A662026-03-27
  • Activism (13D / DFAN / PREC)92017-05-31

Signals on file

  • elevated

    Auditor change

    2017-03-03

    1 Item 4.01 filing on file; certifying accountant change.

  • elevated

    Activism on file

    2017-05-31

    9 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Serial acquisition history

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Willis Towers Watson PLC: Issuer Brief | SE-Cluster