JD Supra: Mergers

SEPTEMBER 9, 2024

Rather than considering an adjustment to the purchase consideration, negotiating an indemnity/escrow, self-insuring the risk. By: Ankura

Insurance 165

Insurance M&A Utilities Negotiation 165

JD Supra: Mergers

MARCH 19, 2024

Most forms of insurance fall into one of two categories: claims-made or occurrence-based. This distinction is crucial when you are acquiring a new company and deciding how best to merge the target’s existing insurance coverage with your own. By: Woodruff Sawyer

Insurance 165

Insurance Mergers and Acquisitions M&A Mergers 165

JD Supra: Mergers

MAY 1, 2025

One of the questions it pays to ask (and answer) early on is how that basket mechanism will function with the retention amount you will be negotiating into your representations and warranties insurance (RWI) policy. Negotiating a basket mechanism into your merger or acquisition agreement? By: Woodruff Sawyer

Insurance 159

Insurance M&A Mergers and Acquisitions Negotiation 159

JD Supra: Mergers

SEPTEMBER 4, 2024

In most M&A transactions, after the parties have negotiated the basic commercial terms, they then negotiate the warranties and indemnities (W&I). Generally, buyers want the anticipated value of their purchase without any surprises after the deal closes. By: White & Case LLP

M&A 177

M&A Insurance Negotiation 177

JD Supra: Mergers

OCTOBER 10, 2024

The third quarter of 2024 saw big deals, some encouraging trends and lower interest rates in Canada's M&A market. We look at these developments in this latest edition of Bennett Jones' quarterly M&A update—as well as the growing role and importance of representations and warranties insurance (RWI) in Canadian M&A transactions.

M&A 171

M&A Insurance Valuation 171

JD Supra: Mergers

SEPTEMBER 6, 2024

We set out below a number of interesting English court decisions and market developments which have taken place and their impact on M&A transactions. Buy-side W&I insurance policy successfully excluded losses claimed. Buy-side W&I insurance policy successfully excluded losses claimed. Investment bank not.

M&A 177

M&A Investment Banking Insurance Bank 177

JD Supra: Mergers

JANUARY 10, 2025

Looking back on 2024 in private M&A, several notable trends stand out. In a year generally marked by caution in dealmaking, the Canadian market saw heightened regulatory scrutiny, the growth of private capital financing and the effects of a mature representation and warranty insurance industry.

M&A 165

M&A Insurance Finance Finance 165

JD Supra: Mergers

JULY 13, 2023

During the second quarter of 2023, LP’s insurance brokerage team surveyed many respected professionals in the insurance brokerage M&A industry, including M&A advisors and highly acquisitive buyers. All are experienced in the industry and regularly work on 10+ transactions in any given year.

M&A 130

M&A Insurance Acquisitions 130

JD Supra: Mergers

SEPTEMBER 16, 2024

Representation and warranty insurance (“RWI”) is an increasingly important feature of private company M&A transactions. Every other year since 2005 the ABA has released its Private Target Mergers and Acquisitions Deal Point Studies (the “ABA studies”). Originally Published in Bloomberg Law. By: Goulston & Storrs PC

Insurance 171

Insurance Mergers and Acquisitions M&A Mergers 171

JD Supra: Mergers

SEPTEMBER 11, 2023

Scott Seaman, Co-Chair of Hinshaw’s global Insurance Services Practice Group, moderates a panel of transaction insurance professionals, including Global Co-CEO of Aon's M&A and Transaction Solutions practice Gary Blitz, Managing Directors Vip Patel and Ed Conlon, and Senior Vice President Anthony Dragone.

Insurance 159

Insurance Underwriting M&A Management 159

JD Supra: Mergers

JULY 12, 2024

Public company insurance policyholders beware: In recent years, insurance carriers have increasingly invoked the “bump-up” exclusion, which is a carve out provision typically found in directors and officers (D&O) insurance policies. By: Cooley LLP

M&A 171

M&A Insurance IT 171

JD Supra: Mergers

FEBRUARY 20, 2024

State of the Market in Asia - The insurance brokerage market has emerged from the challenging financial conditions and geopolitical headwinds of 2023 as a bright spot that demonstrates resilience and promises great growth potential. By: Mayer Brown

Insurance 188

Insurance M&A 188

JD Supra: Mergers

DECEMBER 15, 2023

As these sectors continue to expand, mergers and acquisitions (M&A) have played a pivotal role in facilitating business transactions, project acquisitions, and technology transfers. By: Mayer Brown

M&A 197

M&A Mergers and Acquisitions Insurance Acquisitions 197

JD Supra: Mergers

AUGUST 21, 2024

The use of representations and warranties insurance (RWI or R&W) has become increasingly mainstream. RWI is a well-established tool in the merger and acquisition (M&A) toolbox for both private equity and strategic buyers. An estimated 75% of private equity transactions and 64% of larger strategic acquirers use it.

Insurance 171

Insurance Private Equity Mergers and Acquisitions Equities 171

JD Supra: Mergers

JANUARY 13, 2025

In our second episode of The Inside Basis, Randy Clark is joined by Marion Zeller, a tax partner in our Luxembourg office, and David Mussche, an associate director with Howden M&A's tax team, to discuss the state of tax insurance in Luxembourg and its impacts on deal process and risk mitigation. By: K&L Gates LLP

Insurance 159

Insurance M&A IT 159

JD Supra: Mergers

DECEMBER 13, 2024

In part one of this two-part series, Matt Miller and Andrew Lloyd analyze representations and warranties insurance (RWI) in the health care M&A landscape. They discuss the benefits of RWI for buyers and sellers, policy structures, premiums, and strategies to ensure effective coverage.

M&A 152

M&A Insurance Securities 152

JD Supra: Mergers

AUGUST 1, 2023

In recent years, the use of representations and warranties insurance (RWI) in mergers and acquisitions (M&A) transactions has experienced dramatic growth worldwide. Consequently, deal participants in Latin America are showing increasing interest in the product.

M&A 130

M&A Insurance Mergers and Acquisitions Mergers 130

JD Supra: Mergers

APRIL 16, 2024

The fragmented insurance distribution market in Canada continues to see significant levels of mergers and acquisitions (M&A) activity as established consolidators roll up smaller brokerages and managing general agents (MGAs), new players emerge, strategic buyers remain active, and more owners approach the age of retirement and seek third-party (..)

Insurance 165

Insurance Mergers and Acquisitions M&A Mergers 165

JD Supra: Mergers

MARCH 28, 2024

Please join Williams Mullen attorneys Jon Bliley and Rakesh Parikh as they discuss the latest trends in middle-market M&A, touching on several topics, including rep & warranty insurance and indemnification. By: Williams Mullen

Middle Market 152

Middle Market M&A Insurance 152

JD Supra: Mergers

MAY 23, 2024

As they go through their initial public offering (IPO) and the subsequent merger & acquisition (M&A) process, special purpose acquisition companies (SPACs) face many regulatory, legal, and business hurdles. Obtaining the appropriate amount and type of insurance for each stage of their life cycle is one of them.

IPO 165

IPO Insurance Initial Public Offering Mergers and Acquisitions 165

Deal Lawyers

JULY 24, 2024

Earlier this year, Meredith blogged about a federal court’s decision holding that a “bump-up” exclusion in a D&O insurance policy resulted in the loss of […]

Insurance 133

Insurance M&A Acquisitions 133

JD Supra: Mergers

NOVEMBER 28, 2023

Warranty and indemnity insurance (W&I) is a long-established feature of M&A transactions in Europe, especially with private equity sellers. Stapled W&I policies and synthetic policies will likely be increasingly common features of E&I transactions, although their feasibility should be assessed case by case.

Insurance 165

Insurance Private Equity M&A Equities 165

TechCrunch: M&A

JULY 12, 2023

Coalition offers cybersecurity insurance products that take advantage of proactive cybersecurity tools. Coalition offers cybersecurity insurance products that take advantage of proactive cybersecurity tools. More recently, Jumbo partnered with IdentityForce to offer identity theft insurance in the U.S.

Insurance 212

Insurance Valuation Accountant IT 212

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also.

Private Equity 130

Private Equity M&A Insurance Equities 130

JD Supra: Mergers

SEPTEMBER 14, 2023

The post-Brexit Solvency II reform aims for a more competitive and dynamic insurance sector in the UK. The UK government’s proposals to adapt the Solvency II regime more appropriately to the national insurance market have been in development for some time. Whilst the PRA’s. By: Latham & Watkins LLP

M&A 152

M&A Insurance Consulting 152

Deal Lawyers

SEPTEMBER 5, 2023

A recent Willis Towers Watson blog says that both debtors and potential buyers of distressed assets should consider using R&W insurance and the other transactional insurance solutions which have become staples of private M&A deals in other contexts as an alternative to traditional risk allocation for their transactions.

Insurance 124

Insurance M&A 124

JD Supra: Mergers

MAY 24, 2023

As they go through their initial public offering (IPO) and the subsequent merger & acquisition (M&A) process, special purpose acquisition companies (SPACs) face many regulatory, legal, and business hurdles. Obtaining the appropriate amount and type of insurance for each stage of their life cycle is one of them.

IPO 137

IPO Insurance Initial Public Offering Mergers and Acquisitions 137

Deal Lawyers

OCTOBER 17, 2024

In our latest Deal Lawyers Download Podcast, SRS Acquiom’s Kip Wallen joined me to discuss the firm’s 2024 M&A Claims Study.

M&A 113

M&A Insurance 113

JD Supra: Mergers

OCTOBER 17, 2023

Join us for a lively 30-minute discussion where our head of transactional insurance and the head of our private equity practice discuss top trends in M&A and PE.

Private Equity 132

Private Equity M&A Equities Insurance 132

Deal Lawyers

JUNE 4, 2024

Recent data suggests that the use of Rep & Warranty Insurance may have plateaued, but this Cooley M&A blog says that market development has led to some news for purchasers of RWI. The blog says R&W policy purchasers in this cooling market have been able to obtain more quotes, and more favorable policy rates and […]

Insurance 113

Insurance M&A 113

JD Supra: Mergers

JUNE 16, 2023

Hosts Lynda Bennett and Eric Jesse build on their recent discussion with Lowenstein M&A Chair and Transactions & Advisory Group co-Chair Marita Makinen about the current state of play in the M&A and private equity space.

Private Equity 130

Private Equity M&A Equities Insurance 130

Sun Acquisitions

APRIL 7, 2025

In today’s dynamic business landscape, strategic mergers and acquisitions (M&A) have become a powerful tool for companies seeking to enhance their financial performance. Diversification, one of the critical benefits of M&A, offers a range of advantages that can significantly improve a company’s bottom line.

M&A 62

M&A Mergers and Acquisitions Healthcare Profitability 62

JD Supra: Mergers

APRIL 15, 2025

When a buyer in a Merger and Acquisition (M&A) transaction seeks to obtain representations and warranties insurance (RWI), one of the key steps is the underwriting call. This call is a critical part of the insurers diligence process, where the underwriters assess the risks involved in the deal before issuing the policy.

Underwriting 165

Underwriting Mergers and Acquisitions Mergers Acquisitions 165

Sica Fletcher

OCTOBER 30, 2024

Q3 Data from S&P Global Highlights Sica | Fletcher’s Number 1 Ranking NEW YORK, NY - October 31, 2024 - Sica | Fletcher continues to set the standard for excellence in the insurance M&A industry, further solidifying its Number 1 position on S&P Global’s 2024 Market Intelligence League Tables.

S&P 98

S&P M&A Insurance IT 98

Deal Lawyers

JULY 26, 2023

The key takeaways from […]

M&A 100

M&A Private Equity Investment Banking Advisory 100

JD Supra: Mergers

FEBRUARY 13, 2024

Explore the landscape of the M&A Market and its impact on RWI with Woodruff Sawyer’s Emily Maier and Yelena Dunaevsky in this video. They examine both the broader trends and finer nuances shaping the Reps & Warranties marketplace.

Underwriting 165

Underwriting Insurance M&A Investment 165

Sica Fletcher

OCTOBER 27, 2023

The S&P Global Market Intelligence League Table reveals that Sica | Fletcher closed 78 M&A deals year-to-date, with a significant focus on insurance-related transactions. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

M&A 98

M&A S&P Insurance Advisory 98