Harrogate Webinar: Mergers and Acquisitions – Key Insurance Issues

Overview:
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 includes:

• Types of M&A – management buyouts, private equity investment, acquisitions of new subsidiaries, refinancing
• Common insurance issues seen in a M&A, including past liabilities, run off issues, D&O issues, and asset cover between signing and completion.
• 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:
At the end of this session delegates will be able to identify:

• The key insurance considerations during a client merger or acquisition
• How additional liabilities may be acquired
• The additional insurance products available to deal with M&A risks

Speaker
Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker – technical insurance trainer

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 one of the most highly respected technical insurance trainers to the insurance market, whose strengths are the 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 also 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.

Diane’s work includes delivery as an Associate for Nick Thomas & Associates.