Merger & Acquisition Risks and Insurance Trends for 2024
A Three-Part Webinar Series
Merger & acquisition (M&A) risks, and the solutions for managing them, continue to evolve year after year. To manage these changes, conducting due diligence during any acquisition can make the difference you need, but it is a formidable challenge. During this process, risk management and insurance will require the most scrutiny. Overlooking these can prove harmful to your business. Inadequately managed risk or insufficient insurance coverage could mean unforeseen costs and distractions during the acquisition.
In this three-part webinar series, our seasoned professionals will discuss insights and experiences from the field. They will share practical strategies to help mitigate risks and fortify your deal against potential setbacks. In addition, we will educate business leaders on emerging products and solutions in the market to address legacy liabilities.
Each session will build on the previous one, but you do not need to attend all to benefit from the insights shared. Please register for what is most relevant to you.
Part 1: Legacy Solutions: What Businesses Can Do with Old Liabilities
Key takeaways from this session:
- Educate on restructuring older liabilities and collateral tying up balance sheets.
- Share emerging solutions to help free up capital, manage volatility and reduce operational drag related to retained insurance exposures.
- Discuss examples of how other organizations have taken advantage of such opportunities.
Presenter
Ryan Heyrana, CPA, Senior VP of Legacy Solutions, and his team utilize various structured solutions including Novation, LPTs, or acquisitions that assist customers in managing portfolio volatility. Their goal is to improve capital and operations efficiency.
Most recently, Ryan worked with the M&A team. He assisted with pricing, due diligence and closing various legacy insurance transactions. The team completed over 55 individual transactions with assumed reserves in excess of $1 billion.
When
Wednesday, October 18th, 2023
12:00 PM – 1:00 PM CST
Part 2: What to Worry About When De-Risking Your Next Acquisition
Key takeaways from this session:
- Gain clarity on the critical pieces of risk and insurance due diligence.
- Recognize the implications of unmanaged risk.
- Understand commonly overlooked pitfalls in the acquisition process.
- Explore strategies that can lead to a smoother post-transaction phase and enable cost optimization.
Presenters
Kristine Olson, CPCU, Senior VP of Transactions, leads Brown & Brown’s transactional risk team in Wisconsin. For nearly 20 years, she has been a mergers and acquisitions specialist in the risk management and insurance industry, working with private equity and strategic investors. During this time, Kristine has assisted customers with negotiating insurance programs, representations, warranties and servicing customers post-acquisition.
Becky Dreier, JD, VP of Transactions, is a Vice President of the transactional risk team at Brown & Brown. She works with strategic acquirers and private equity groups to negotiate and secure representations and warranties insurance for transactions of all sizes. Prior to joining Brown & Brown, Becky was a practicing attorney for nine years, including seven years as in-house legal counsel for a Wisconsin-based manufacturing company.
When
Wednesday, October 25th, 2023
12:00 PM – 1:00 PM CST
Part 3: Tax Insurance in Action
Key takeaways from this session:
- An outline of key incentives and tax trends to consider for your next deal.
- Examples of tax-related issues that can roadblock the acquisition process.
- Review of market products that can protect against IRS penalties.
Presenters
Yonatan Tammam, JD, VP of Risk Solutions Private Equity and M&A, Prior to joining Brown & Brown, Yoni was a transactional tax attorney at Kirkland & Ellis, Mayer Brown and Reed Smith. With this experience, Yoni leverages his technical tax knowledge and transactional experience to achieve creative solutions for complex issues. In his career, he has been able to serve a wide range of customers, from Private Equity sponsors and their portfolio companies to strategic acquirers.
Joe Ehrlich, JD, National Practice Leader of Risk Solutions Private Equity and M&A, As a leader both internally and in the industry, Joe is a frequent presenter at many conferences for various professional groups and law firms. His knowledge of M&A and Transactional Insurance, including Tax and Tax Credit Insurance and Representations and Warranties Insurance, makes him a wealth of information that guides his team and the industry.