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Managing Merger and Acquisition Risk

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We all know that entering into M&A transactions carries tremendous risk. During this session we will learn more from a legal perspective, what are these risks and what can be done to mitigate unnecessary exposures arising out of these transactions at a later date. This said, we all know that no matter what precautionary measures a firm takes to minimize risk, there is potential for future litigation.

In the event that a claim is made post transaction, we will also review what protection is available via the insurance sector. Rep & Warranty Insurance (RWI) is often used in conjunction with these transactions to allow for cleaner exits and to transfer risk to insurance carriers. RWI is constantly evolving, thus we will review the state of the market, what protection is truly available and for what size transactions? We will also discuss the underwriting process and ballpark costs associated with such protection.

  • Why Are Mergers and Acquisitions Risky?
  • What Preventive Measures Can Companies Take To Minimize Risk When Contemplating M&A Transactions
  • What Types of Post Transaction Claims Are We Seeing
  • In The Event There Is Post Transaction Claim; How Does a Rep and Warranty Policy Respond
  • Q&A
  • Networking

Craig Lilly (Reed Smith) and David Haigh (Atlantic Group) and Bill Dougherty (Hays Companies/Brown & Brown) will be our speakers for this informative educational webinar.

Speaker Bios:

David Liebes
President, Hays Companies of California
David Liebes, CPCU is the Regional President of Hays Companies, a premier national insurance brokerage. Throughout his 30 year career, he has provided insurance and strategic risk management services to a wide variety of clients, ranging from start-ups to multi-billion dollar Fortune 500 companies. Current focus on clean energy, technology, manufacturing, and non-profit clients.

Craig Lilly
Technology M&A Partner
Reed Smith LLP
Craig Lilly is a leading legal advisor for technology companies, strategics and private equity clients on domestic and cross-border technology acquisitions, mergers, divestitures, recapitalizations, consolidations, auctions, leveraged buyouts, and minority investments. Craig’s practice includes advising emerging technology companies on venture capital financings, corporate governance, public offerings and joint ventures. He also represents fund sponsors in connection with structuring and organizing investment funds, parallel investment vehicles, and offshore funds.

David Haigh
Managing Director
Atlantic Global risk
I act for buyers of businesses and real property in the Americas by negotiating robust insurance contracts to allow them to recover from an insurer what they would like to be able to recover from a seller after a transaction following a breach of, or inaccuracy in, a warranty given in the purchase agreement.

Bill Dougherty
VP Hays Companies
With over 23 years of industry experience I have underwritten numerous lines of insurance including Crime, Financial Institution Bond, D&O, E&O, Bankers Professional Liability, Insurance Company D&O and E&O, Fiduciary Liability, Employment Practices Liability, Contract and Misc Surety and have been marketing manager for these lines as well as Financial Institution Property and GL, REO and Force Place Property, Mortgage Impairment and Mortgage E&O etc.

Event Details:

Free
Tuesday, November 30
Greeting/Presentation Noon – 1pm
Post Networking 1:00pm – 1:30pm

Registration closes at 10am on the day of this event.

 

Tickets

Registration is closed, please contact Micky at [email protected] for questions.