JD Supra: Mergers

MAY 24, 2024

While representation and warranty (R&W) insurance continues to be used across a broad range of M&A transactions, its use has cooled as dealmakers navigate challenging market conditions. By: Cooley LLP

Insurance 171

Insurance M&A Mergers and Acquisitions Mergers 171

TechCrunch: M&A

JULY 12, 2023

Coalition offers cybersecurity insurance products that take advantage of proactive cybersecurity tools. More recently, Jumbo partnered with IdentityForce to offer identity theft insurance in the U.S. It is acquiring a team (or maybe just a part of the team) that has been focused on privacy and security for several years.

Insurance 196

Insurance Valuation Accountant IT 196

JD Supra: Mergers

MAY 24, 2023

As they go through their initial public offering (IPO) and the subsequent merger & acquisition (M&A) process, special purpose acquisition companies (SPACs) face many regulatory, legal, and business hurdles. Obtaining the appropriate amount and type of insurance for each stage of their life cycle is one of them.

IPO 137

IPO Insurance Initial Public Offering Mergers and Acquisitions 137

JD Supra: Mergers

JUNE 5, 2024

The Private Target Mergers & Acquisitions Deal Points Study (“the Study”) is published on a bi-annual basis by the Market Trends Subcommittee of the ABA Business Law Section’s M&A Committee, which I am happy to serve on. By: Goulston & Storrs PC

Mergers 165

Mergers Acquisitions Mergers and Acquisitions Insurance 165

JD Supra: Mergers

JULY 13, 2023

During the second quarter of 2023, LP’s insurance brokerage team surveyed many respected professionals in the insurance brokerage M&A industry, including M&A advisors and highly acquisitive buyers. All are experienced in the industry and regularly work on 10+ transactions in any given year.

M&A 130

M&A Insurance Acquisitions 130

Deal Lawyers

JULY 24, 2024

Many D&O policies include “bump-up” exclusions that can come into play when a buyer increases the price to be paid in an acquisition in response to litigation challenging the deal.

Insurance 133

Insurance M&A Acquisitions 133

JD Supra: Mergers

SEPTEMBER 13, 2023

Long a feature of directors’ and officers’ (D&O) liability insurance policies, the so-called “Bump-Up” Exclusion has gotten significant attention over the last few years.

Mergers 171

Mergers Mergers and Acquisitions Acquisitions Public Trading 171

The Guardian: Mergers & Acquisitions

DECEMBER 1, 2024

The two companies – the UK’s biggest insurer, Aviva, and the Churchill owner, Direct Line, known for motor cover and its red phone on wheels mascot – are facing off in a takeover tussle that has sent the Direct Line share price soaring , amid speculation that Aviva could raise its offer or launch a hostile bid, or face a counterbid.

Insurance 55

Insurance Investors Shares Management 55

JD Supra: Mergers

OCTOBER 3, 2024

Merger and acquisition cases are common here. Traditionally, this has been the main type of derivative suit that has resulted in large settlements. Examples of these types of suits include Paramount Global (CBS-Viacom merger) and Tesla (Solar City merger). By: Woodruff Sawyer

Mergers and Acquisitions 177

Mergers and Acquisitions Insurance Mergers Acquisitions 177

Successful Acquisitions

NOVEMBER 2, 2023

Capstone Strategic Advises Achieva Credit Union on the Purchase of Cannella Insurance Services Capstone Strategic, Inc. Capstone) announced today that Achieva Credit Union of Dunedin, Florida recently acquired Canella Insurance Services of Tampa. Achieva was advised by Capstone throughout the prospect selection and acquisition process.

Insurance 110

Insurance Acquisitions Valuation Business 110

JD Supra: Mergers

AUGUST 1, 2023

In recent years, the use of representations and warranties insurance (RWI) in mergers and acquisitions (M&A) transactions has experienced dramatic growth worldwide. Consequently, deal participants in Latin America are showing increasing interest in the product.

M&A 130

M&A Insurance Mergers and Acquisitions Mergers 130

JD Supra: Mergers

DECEMBER 15, 2023

As these sectors continue to expand, mergers and acquisitions (M&A) have played a pivotal role in facilitating business transactions, project acquisitions, and technology transfers. By: Mayer Brown

M&A 197

M&A Mergers and Acquisitions Insurance Acquisitions 197

JD Supra: Mergers

MARCH 27, 2025

In a win for Wileys client, the United States Court of Appeals for the Third Circuit, applying Pennsylvania law, affirmed judgment on the pleadings in favor of a group of insurers on the ground that a Changes in Exposure Provision excluded coverage for an acquired companys wrongful acts committed before the acquisition.

Insurance 159

Insurance Mergers Acquisitions 159

JD Supra: Mergers

JUNE 1, 2023

The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks.

Private Equity 130

Private Equity M&A Insurance Equities 130

JD Supra: Mergers

JANUARY 15, 2025

In a significant victory for policyholders, the Delaware Superior Court rejected three insurers' attempts to apply their Directors and Officers Liability ("D&O") policies' so-called "bump-up" exclusion to bar coverage for securities litigation arising from Samsung's acquisition of Harman International Industries, Inc.

Securities 171

Securities Insurance Acquisitions 171

Sun Acquisitions

NOVEMBER 1, 2024

In today’s rapidly evolving digital landscape, technology’s impact on mergers and acquisitions (M&A) is profound and multifaceted. Consider cyber insurance as an added layer of protection. Talent and Culture A successful merger or acquisition often hinges on integrating talent and corporate culture.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

PE Hub

JANUARY 11, 2024

Obra announced the acquisition of Unified Life Insurance Company earlier in January. The post Obra Capital CEO Blair Wallace on buying and selling life insurance appeared first on PE Hub.

Insurance 86

Insurance Capital Acquisitions 86

PE Hub

JUNE 23, 2023

Under GPP, Valenz completed eight tuck-in acquisitions, including Kozani Health in 2021. The post Rise of self insurance fueled growth at Valenz before sale to Kelso appeared first on PE Hub.

Insurance 89

Insurance Sale Acquisitions 89

JD Supra: Mergers

JANUARY 8, 2024

The Corporate Transparency Act of 2020 took effect on January 1, 2024, adding new filing requirements for many companies that may find themselves involved in mergers and acquisitions.

Corporation 177

Corporation Underwriting Mergers and Acquisitions Insurance 177

Global Newswire by Notified: M&A

DECEMBER 26, 2023

announces the successful completion of the previously announced acquisition of all of the shares of Gulf Insurance Group K.S.C.P. (“GIG”) TORONTO, Dec. 26, 2023 (GLOBE NEWSWIRE) -- Fairfax Financial Holdings Limited (“Fairfax”) (TSX: FFH and FFH.U) GIG”) (KW: GINS) under the control of Kuwait Projects Company (Holding) K.S.C.P.

Insurance 75

Insurance Acquisitions Capital Market Equities 75

How2Exit

AUGUST 1, 2023

b' Daniel Lee Shares His Journey of Becoming an Acquisition Entrepreneur - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Acquisitions 130

Acquisitions Shares Book-building Business 130

How2Exit

SEPTEMBER 15, 2024

E243: Why SBA Loans Are Key to Small Business Acquisitions – Ray Drew Tells All - Watch Here About the Guest(s): Ray Drew is a distinguished SBA lender with a career spanning over a decade. Throughout his career, he has facilitated millions in financing for small business acquisitions.

Business 130

Business Acquisitions Underwriting Finance 130

Global Newswire by Notified: M&A

JULY 24, 2024

July 24, 2024 (GLOBE NEWSWIRE) -- ACNB Corporation (NASDAQ: ACNB) (“ACNB” or the “Corporation”), financial holding company for ACNB Bank and ACNB Insurance Services, Inc., This strategic acquisition will result in a premier community bank that is locally headquartered, managed, and focused. GETTYSBURG, Pa.,

Corporation 89

Corporation Acquisitions Mergers and Acquisitions Insurance 89

TechCrunch: M&A

JULY 21, 2023

The deal, Grab’s first local competitor acquisition, is expected to close in the fourth quarter of 2023 and includes “Trans-cab’s taxi and car rental business, maintenance workshops and fuel pump operations.” ” Founded in 2003, Trans-cab started with a fleet of 50 taxis and tried to go public twice.

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Acquisitions Management 246

Global Newswire by Notified: M&A

DECEMBER 26, 2023

Scott Penny, chief acquisitions officer of Brown & Brown, Inc. NYSE:BRO), and Rex Caton and John Hosey, the owners of Caton-Hosey Insurance (“ Caton Hosey ”), today announced that Brown & Brown has entered into an agreement to acquire the assets of Caton Hosey. DAYTONA BEACH, Fla., 26, 2023 (GLOBE NEWSWIRE) -- J.

Insurance 81

Insurance Acquisitions 81

PE Hub

OCTOBER 18, 2023

Oakbridge Insurance Agency was formed through the combination of four insurance brokerages in 2020. The post Corsair-backed Oakbridge closed 25 acquisitions before sale to Audax appeared first on PE Hub.

Sale 77

Sale Acquisitions Insurance 77

JD Supra: Mergers

JANUARY 17, 2024

In 2023, overall mergers & acquisitions (M&A) deal volume was much slower than in prior years; however, as expected, there was a surge in claims during this period.

Mergers and Acquisitions 165

Mergers and Acquisitions Insurance M&A Mergers 165

Francine Way

JULY 8, 2017

Elimination of costs post-transaction: any cost that the target won’t incur under a new ownership, such as: key-person insurance, credit insurance, etc. A prospective buyer should be able to decide on their level of interest for the acquisition and the approximate value for the target after reading the memorandum.

M&A 130

M&A Acquisitions Sale Investment 130

Benchmark International

NOVEMBER 21, 2023

Maverick Truck Insurance was established in Arlington, Texas, in 1994. Since its inception, Maverick Truck Insurance has stood behind its principles of offering the best possible coverage at competitive prices.

Insurance 59

Insurance IT Mergers and Acquisitions Acquisitions 59

Global Newswire by Notified: M&A

DECEMBER 31, 2024

The Western Investment Company has completed the acquisition of all the remaining shares in Fortress Insurance Company.

Insurance 45

Insurance Shares Acquisitions Investment 45

The New York Times: Banking

OCTOBER 4, 2023

Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators.

Insurance 118

Insurance Funds Finance Finance 118

Benchmark International

FEBRUARY 1, 2024

Benchmark International is pleased to announce the acquisition of George W. Evans & Associates, Inc And Nationwide Brokerage Solutions Insurance Agency, Inc.

Insurance 59

Insurance Acquisitions Mergers and Acquisitions Mergers 59

CNBC: Investing

JUNE 3, 2023

Medical device company Masimo and an acquisition in the insurance industry are highlighted in this week's "Insider Buying" segment from CNBC's "Last Call."

Medical 98

Medical Insurance Acquisitions 98

TechCrunch: M&A

AUGUST 22, 2023

In Nigeria, Moniepoint operates a payment gateway, and also provides capital and expansion loans, in addition to expense management (business payments cards), accounting and bookkeeping tools, and insurance to businesses. The Competition Authority of Kenya has approved the proposed acquisition of 100% shares in Kopo Kopo Inc.

Mergers and Acquisitions 207

Mergers and Acquisitions Business Insurance M&A 207

Global Newswire by Notified: M&A

NOVEMBER 28, 2023

28, 2023 (GLOBE NEWSWIRE) -- Season Health, the leading integrated food-as-medicine platform, today announced the closing of a strategic acquisition of clinical assets from Wellory, one of the largest networks of registered dietitians in the country providing medical nutrition therapy to patients nationwide. Austin, TX, Nov.

Acquisitions 75

Acquisitions Insurance Medical Food 75

Global Newswire by Notified: M&A

MARCH 3, 2025

March 03, 2025 (GLOBE NEWSWIRE) -- Bridge Specialty Group (BSG) today announced the completion of the previously announced acquisition of the insurance operations of NBS Insurance Agency, Inc. The acquisition only includes NBS Insurance Agency, Inc. DAYTONA BEACH, Fla.,

Insurance 40

Insurance Acquisitions 40

Sica Fletcher

SEPTEMBER 12, 2024

Although insurance agencies are not always family affairs, the 2024 insurance landscape reveals that between 50% and 70% of agencies are family-owned. The valuation process has a few additional considerations when selling a family insurance agency. In particular, sellers should be aware of: Family Reputation as an Asset.

Insurance 52

Insurance Valuation M&A S&P 52