Current Issue

Subscriber only, premium content. Wednesday, September 21

How mid-market companies can guard against merger and acquisition risks

Unintentional misrepresentations made to close a deal could have costly consequences for midsize organizations

  1. Identify & Analyze

    Liability issues can impede transactions

  2. Evaluate & Implement

    Insurance to protect buyers, sellers

  3. Monitor & Adjust

    Underwriting can be rigorous and costly

No matter how thorough the due diligence is prior to a merger or acquisition, sometimes deals go awry. ›› More

The second half of 2012 saw a flurry of merger and acquisition activity among benefits brokers, partly due to anticipated changes in capital gains taxes, but also due to impending health care reform compliance deadlines. ›› More

Directors and officers liability rates are continuing to increase, with merger and acquisition activity claims a significant factor in the hikes. ›› More

Editor's Picks: Online Solutions & Resources

Mergers and acquisitions news and insight for the middle market

This website offers news and insights into mergers and acquisitions activity involving middle-market companies, as well as access to deal-making professionals and private-equity investors.

Sales of representations and warranties insurance have been surging globally as more midsize businesses and investors discover its effectiveness in facilitating a clean exit for sellers and reducing post-closing liabilities for buyers involved in mergers and acquisitions. ›› More

Introduced in the late 1990s, transactional risk insurance products have increased in popularity in recent years, especially among middle-market companies averse to assuming unfunded liabilities as part of a merger or acquisition, industry experts say. ›› More

Risk managers can play vital roles in mergers and acquisitions, potentially helping acquiring companies avoid unexpected liability issues and assisting target companies maximize sale value, according to a consultant who runs his own firm advising companies on the risk management aspects of deals. ›› More

A structured approach to assessing mergers and acquisitions that includes broad involvement by key business units can reduce the risks associated with closing deals, according to a risk manager who has been involved with many buyouts. ›› More

Aon Risk Solutions has formed a transaction liability practice for corporate mergers and acquisitions and private equity investment. ›› More

Editor's Picks: Online Solutions & Resources

Transactional Risk Insurance: Deal-enabling Risk Transfer Solutions

This white paper published by Kansas City, Mo.-based broker Lockton Cos. L.L.C. provides a detailed overview of the various types of transactional risk insurance products readily available to middle-market companies.

The underwriting process for transactional risk insurance is a lot smoother today than it was in the early days of the product, industry experts said. ›› More

Many businesses and buyout firms still have yet to capitalize on the value of a strong, creative, and entrepreneurial insurance balance sheet supporting a transaction, but that is beginning to change, says Kevin Maloy, senior managing director, mergers and acquisitions and special practices at Crystal & Co. ›› More

Editor's Picks: Online Solutions & Resources

Avoiding mergers and acquisitions insurance landmines

This Woodruff-Sawyer & Co. Insurance Services article provides some insights into critical risk management factors worth considering before drafting a merger agreement.