Shearman & Sterling

AUGUST 4, 2025

Will of the Delaware Court of Chancery granted partial judgment on the pleadings on a breach of contract counterclaim asserted by defendant, the former majority owner of two intellectual property insurance underwriting companies that were sold to a risk management company (the "Buyer"), in his individual capacity and also as the representative (..)

Underwriting

Global Newswire by Notified: M&A

JULY 1, 2025

Acquisition marks Bishop Street’s first entry into the personal aviation insurance market Acquisition marks Bishop Street’s first entry into the personal aviation insurance market

Insurance

CNBC: Investing

JULY 14, 2025

The analyst cited a recent meeting with Pony AI's management as a key reason for the optimistic view. Bank of America's Merrill Lynch unit and Goldman Sachs were the two lead underwriters on Pony AI's initial public offering at $13 a share last November.

Stock

PE Hub

OCTOBER 31, 2023

Unity Managing Underwriters provides creditor, life, disability and extended warranty products for personal and commercial vehicles. The post MDP-backed Navacord adds Unity Managing Underwriters appeared first on PE Hub.

Underwriting

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

TechCrunch: M&A

JUNE 22, 2023

The startup first made headlines for its unique model , which allows it to underwrite customers based on their income rather than their credit scores. X1 co-founders Deepak Rao and Siddharth Batra will oversee the new business for Robinhood, and Rao will serve as general manager of credit cards. Want more fintech news in your inbox?

Valuation

H. Friedman Search

JUNE 15, 2023

If you are going in at the managing director level, you want to meet more than just the hiring manager, which in most cases should be the head of public finance. However, you also want to meet the traders and underwriters that you will be working closely with. The new manager and you do not feel as close.

Finance

PE Hub

DECEMBER 11, 2023

Sutton Special Risk is a managing general underwriter of specialty insurance products with headquarters in Toronto. The post Madison Dearborn’s Amynta to acquire Sutton Special Risk appeared first on PE Hub.

Underwriting

Global Banking & Finance

OCTOBER 12, 2024

By Kris Kowal Origination, relationship management, underwriting, loan servicing, portfolio monitoring, risk management, compliance, innovation and product development: That’s commercial lending. The question isn’t if, but rather when, generative AI touches every step of the commercial lending value chain.

Underwriting

Global Newswire by Notified: M&A

MARCH 14, 2024

Deal Deepens Financial Institutions Platform with Market-Leading CD Underwriting, Tech-Enabled Risk Management, & Strategic Planning Capabilities Deal Deepens Financial Institutions Platform with Market-Leading CD Underwriting, Tech-Enabled Risk Management, & Strategic Planning Capabilities

Financial Institution

Mergers and Inquisitions

JULY 23, 2025

Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters. potentially over a 2x difference at the top levels).

Investment Banking

Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

The acquisition, which closed on September 18th, continues Velocity's strategic expansion and represents their second successful acquisition and first Managing General Agent (“MGA”) acquisition. Nashville, TN, Sept. Nashville, TN, Sept.

Underwriting

PE Hub

OCTOBER 17, 2023

Alpine Ridge is focused on originating, underwriting, and managing factoring facilities from $50,000 to $30 million. The post Mountain Ridge Capital unveils factoring commercial finance firm Alpha Ridge Funding appeared first on PE Hub.

Finance

Global Banking & Finance

SEPTEMBER 26, 2024

By Piers Williams, Global Insurance Manager at AutoRek Efficiency is a necessity in the intricate world of insurance but unfortunately for program administrators, complexity is an unavoidable reality.

Insurance

Razorpay

AUGUST 9, 2023

They may help with underwriting, fundraising, credit or financial advice. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What is a Merchant Bank? Merchant banks may also provide services to high net worth individuals.

Bank

OfficeHours

AUGUST 25, 2023

Following the GFC, the government enacted new regulations that limited banks’ abilities to underwrite highly leveraged financing. For example, banks suffered from numerous hung deals in the 2021-2022 timeframe (Citrix, Twitter, and many others), which limited the flexibility banks had to underwrite new financings.

Private Equity

Global Newswire by Notified: M&A

MARCH 4, 2025

HAMILTON, Bermuda, March 04, 2025 (GLOBE NEWSWIRE) -- Enstar Group Limited (Enstar) (Nasdaq: ESGR) announced today its Lloyds syndicate (Syndicate 2008), managed by Enstar Managing Agency Limited, has completed the previously announced transaction with Atrium Syndicate 609, managed by Atrium Underwriters Limited.

Underwriting

Global Newswire by Notified: M&A

JULY 18, 2023

Gulf Guaranty), a third-party administrator and managing general underwriter that designs, underwrites and administers group gap medical plans for small and mid-sized businesses. The transaction, which is subject to regulatory approval and other customary closing conditions, is expected to close in the third quarter of 2023.

Medical

Growth Business

JANUARY 23, 2024

Risk management Needless to say, as with any form of insurance, there is an expectation that due consideration is given to understanding and managing your risk. However, from an (insurer’s) underwriting perspective, undertaking the relevant searches and making the appropriate filings is absolutely critical.

Insurance

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Likewise, FTV Capital’s Sunlight Financial Holdings Inc.

Middle Market

Cooley M&A

MAY 23, 2024

As a result of the competition among insurers, we have seen increasingly favorable rates and policy terms for policy purchasers in 2023 and continuing into 2024, as well as carrier expansion into alternative transaction structures and historically harder to underwrite areas, such as healthcare and financial services.

Insurance

How2Exit

FEBRUARY 25, 2024

With a background in bond hedge funds and management consulting, Austin transitioned into private equity before launching Steel River with his business partner, Eric Factor. rn Employee Equity : Offering equity to branch managers and employees drives investment in the company's success and helps retain top talent.

Acquisitions

Razorpay

JULY 27, 2023

Investment banking is a branch of banking that organizes and enables large, complex financial transactions for businesses, like mergers, IPOs or underwriting. This is called underwriting. Let’s say ABC Investment Bank agrees to underwrite 1 lakh shares out of the total 5 lakh shares that Meena’s business is offering.

Investment Banking

How2Exit

OCTOBER 10, 2023

rn rn The Boopos Approach rn Boopos takes a unique approach to underwriting businesses by evaluating them as if they were the ones buying the company. Boopos also offers a personalized interview to assess the buyer's management skills, commitment to the business, and overall business plan.

Funds

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?

Bank

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Morgan, which offer services in underwriting and M&A advisory. Goldman Sachs was one of the lead underwriters and earned considerable fees and reputation points for facilitating one of the largest tech IPOs ever.

Bank

Benchmark International

JULY 31, 2023

They are a Managing General Agent that services individual and commercial insurance agents. Benchmark International has successfully facilitated the transaction of George W. Evan & Associates. The firm lends its expertise in helping in

Insurance

Razorpay

JUNE 16, 2023

Technology infrastructure: These companies heavily rely on technology to handle various aspects of their operations, including policy management, underwriting, claims processing, and customer service. These upfront costs can strain cash flow, especially in the early stages of operations, due to the following reasons: a.

Insurance

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket

Peak Frameworks

SEPTEMBER 10, 2023

Air and Water Pollution: Beverage giant Coca-Cola has implemented significant water management initiatives to reduce its global water footprint. Waste Management: IKEA is striving to become a circular business by 2030, meaning no products should end up as waste. Energy Efficiency: Unilever saved 1.5

Government

Razorpay

NOVEMBER 30, 2023

NBFCs’ reliance on agents and other companies to find consumers and manage loans is an operations-heavy game. Technology can help with automating the processes for loan application, underwriting and closing the loan at speed without having to hire more staff. This means they can meet customer expectations for fast service.

Accountant

Cleary M&A and Corporate Governance Watch

APRIL 17, 2023

Insurance companies are beginning to formalise their approach to incorporating ESG risk into their underwriting processes across lines of business. Continuous education on these evolving topics for directors is key to demonstrate a level of sophistication during critical exchanges (for example, with underwriters, investors, etc.).

Underwriting

How2Exit

AUGUST 8, 2023

By separating the ownership of the property from the business, entrepreneurs can focus on their core operations without the burden of property management responsibilities. The lease payments can be structured to align with the cash flow of the business, providing entrepreneurs with predictable and manageable expenses.

Sale

Razorpay

SEPTEMBER 12, 2024

Risk Management and Credit Scoring AI analyses various data points, including transaction history, spending patterns, and social behaviour, to generate accurate credit scores and perform risk assessments. It can manage complex processes without fatigue or oversight. Challenges in AI for Digital Payments 1.

Financial Institution

Cooley M&A

MARCH 1, 2019

Flexibility to restructure transaction timetables is critical in managing a dual-track process. On their own, each of the IPO and M&A processes place significant demands on a business and its management. A dual-track process can be managed to limit interference with the day-to-day operations of the business.

IPO

Razorpay

JULY 24, 2024

Merchant onboarding is the process of a payment company allowing a business to manage customer payments securely. Underwriting: Assess the business’s financial stability, creditworthiness, and risk profile. Some PSPs provide additional services like fraud detection, risk management, and reporting.

IT

Cooley M&A

MARCH 22, 2023

For that, you need to understand the US regulatory and shareholder litigation landscape, retain the right board and management teams taking into account applicable independence and diversity considerations, and gear up for US public company reporting and internal controls.

Mergers