New Jersey Transaction Solutions Symposium: A Conversation on How to Leverage Insurance Capital to Manage Deal and Tax Risks

The use of M&A and transaction liability insurance has grown in both volume and scope. With sellers looking to exit deals quickly, control transaction costs and maximize their net transaction proceeds, and buyers wanting to strengthen their bid and secure their investments from potential breaches of seller’s warranties, financial instruments have emerged to replace traditional indemnities and close the gap in negotiations between buyers and sellers.

In this session, our speakers will (1) identify the issues that are heavily negotiated in most M&A transactions, the attendant cost of protracted negotiations, and the risks of a deal not closing due to delay or a failure to reach closure on key issues and (2) examine how private equity firms and corporations are leveraging M&A and transaction liability insurance, including representations and warranties, tax, litigation and contingent liability insurances to streamline negotiations, secure their investments and enhance their return. Rounding out the presentation, we will review the claims process and claims activity as well as trends that were identified in Aon’s recent M&A Insurance Risk in Review report.

Speakers:

• Gary Blitz, Co-CEO, M&A and Transaction Solutions at Aon
• Natalia Cavaliere DeGregorio, Associate General Counsel – Corporate & Transactions, Unilever
• Matthew Heinz, Senior Managing Director and Co-Practice Leader, Transaction Solutions at Aon
• Laurence Smith, Co-chair, Corporate and Securities, CSG Law