Mergers and Acquisitions (M&A) are complex transactions with multiple moving parts. Both buyers and sellers are often concerned about how contractual guarantees, taxes, or ongoing litigation might impact a merger or acquisitions. M&A Insurance or Transactional Risk Insurance is designed to help buyers and sellers navigate the turbulent waters of mergers and acquisitions. It provides an ability for a buyer or seller to reduce their exposure to claims against the representations and warranties contained in the sale documentation.
During this training session, speakers from Marsh Insurance Brokers will be sharing their perspective and experience as to how buyers and sellers can better manage M&A risks through insurance. The session will cover the following topics:
Warranty & Indemnity (W&I) insurance:
- What is W&I insurance?
- The Market Statistics
- The Importance of W&I insurance
- Key Exclusions
- The Underwriting Process
Tax insurance:
- Introduction to Tax Insurance
- Motivations for using Tax Insurance
- Process and Timeline
Claims in Warranty & Indemnity insurance:
- Claims Statistics
- Claims Trends
- Claims process
