Archive - Risk Management and Insurance Considerations in Capital Transactions: Insights from an Industry Leader

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Description:
The single largest economic transaction for most owners of privately-held, middle market businesses is the sale of the company. Unfortunately, most owners do not think about potential risks related to that transaction. This webinar will discuss the risk factors and describe ways to mitigate them.  

We'll discuss:

Definition of Insurance Due Diligence and process consideration relating to Property, Casualty, and Employee Benefits Financial: evaluation and review of collateral obligations, adequate reserving practices, Surety, and Funding issues Legal: Purchase Sale review, historical acquisitions and divestitures, credit agreements, run off obligations Risk Management: Adequacy of insurance limits purchased, Insurer solvency, analysis of losses, historical aggregate breaches of limits Transactional Insurance: Reps and Warranties, Other Contingent liabilities, Tax Insurance, loss mitigation.

 Presenter(s):

	Donna G. Barron, Senior Vice President, Willis Group

Donna Barron is an accomplished professional with 31 years of insurance brokerage experience. As a senior member of the Willis Mergers & Acquisitions practice, she is responsible for conducting complex due diligence projects for financial sponsor clients. Donna completes forensic or pre-closing due diligence reviews, identifies deal issues, offers and creates solutions to key transactional concerns relative to matters concerning historical and future liabilities and other insurance related topics, as well as structuring post-closing insurance programs. Donna specializes in identifying and structuring solutions to specific transactional obstacles for situations involving tax and other contingent liabilities, securing any potential breaches of representations and warranties and loss mitigation programs.