Mergers and Acquisitions - Key Insurance Issues
Mergers and Acquisitions
About the Session
This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available
Content and Learning
• Types of M&A – management buyouts, private equity investment, acquisitions of new subsidiaries, refinancing
• Common insurance issues seen in a M&A
o Past liabilities that may be acquired (e.g., TUPE, environmental)
o Run -off issues (PI, products)
o D&O issues (change of control clauses, run-off)
o Asset cover between signing and completion (contracting purchasers’ clauses, BI)
• Checking a sale/purchase agreement (SPA)
• Transaction liability products (W&I, Tax Indemnity, Legal Opinion)
• Legal indemnities (e.g., restrictive covenants, lost documents)
Learning Objectives
- Be aware of the key insurance considerations during a client merger or acquisition
- Understand how additional liabilities may be acquired
- Know the additional insurance products available to deal with M&A risks
About the Speaker
Diane has huge experience working with major Brokers across a range of roles and disciplines, to include:
- Placement
- Programme design
- Training
- New business
- Client Servicing
- Mergers and Acquisitions (M&A) due diligence
Diane is now a highly respected trainer to the insurance market.
Diane’s strength is in practical application of knowledge with specific specialisms including Business Interruption, Cyber and Property Owners.
She is the Education Secretary and former chairperson of the London Business Interruption Association. She was part of the IIL Advance Study Group - Business Interruption Policy Wordings and has collaborated with the authors of several Business Interruption textbooks.
She is a member of the Cyber Insurance Association, and she carries out the insurance cyber policy reviews for Cyber|Decider (https://www.cyberdecider.com/)
Diane’s work includes delivery as an Associate for Nick Thomas & Associates.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.