Mergers and acquisitions – key insurance issues

Wednesday, 20 March 2024
10:00 am – 11:00 am (UK time)
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker, Technical Insurance Trainer

Webinar Summary

This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available.

Learning Objectives

  • Be aware of the key insurance considerations during a client merger or acquisition
  • Understand how additional liabilities may be acquired
  • Know the additional insurance products available to deal with M&A risks

Content and Learning

  • Types of M&A – management buyouts, private equity investment, acquisitions of new subsidiaries, refinancing
  • Common insurance issues seen in a M&A
    • Past liabilities that may be acquired (e.g., TUPE, environmental)
    • Run -off issues (PI, products)
    • D&O issues (change of control clauses, run-off)
    • Asset cover between signing and completion (contracting purchasers’ clauses, BI)
  • Checking a sale/purchase agreement (SPA)
  • Transaction liability products (W&I, Tax Indemnity, Legal Opinion)
  • Legal indemnities (e.g., restrictive covenants, lost documents)

Speaker Bio

Diane is now one of the most highly respected technical insurance trainers to the insurance market.

Diane’s strength is in practical application of knowledge with specific specialisms including Business Interruption, Cyber and Property Owners.

She is the Education Secretary and former chairperson of the London Business Interruption Association. She was part of the IIL Advance Study Group - Business Interruption Policy Wordings and has collaborated with the authors of several Business Interruption textbooks.

She is a member of the Cyber Insurance Association, and she carries out the insurance cyber policy reviews for Cyber|Decider (https://www.cyberdecider.com/)

Diane’s work includes delivery as an Associate for Nick Thomas & Associates.

Post Webinar Slide Deck

The content of this webinar is the intellectual property of Nick Thomas & Associates. The webinar is for personal use only and should not be used for the purposes of training third parties; such use will be considered a breach of the intellectual property rights.

Post Webinar Recording

The content of this webinar is the intellectual property of Nick Thomas & Associates. The webinar is for personal use only and should not be used for the purposes of training third parties; such use will be considered a breach of the intellectual property rights.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.