JD Supra: Mergers

MAY 23, 2024

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 161

IPO Insurance Initial Public Offering Mergers and Acquisitions 161

JD Supra: Mergers

AUGUST 21, 2024

The use of representations and warranties insurance (RWI or R&W) has become increasingly mainstream. RWI is a well-established tool in the merger and acquisition (M&A) toolbox for both private equity and strategic buyers. An estimated 75% of private equity transactions and 64% of larger strategic acquirers use it.

Insurance 167

Insurance Private Equity Mergers and Acquisitions Equities 167

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

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

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 161

Mergers Acquisitions Mergers and Acquisitions Insurance 161

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

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 136

IPO Insurance Initial Public Offering Mergers and Acquisitions 136

Francine Way

JULY 8, 2017

Buying and selling a company has many overlaps to buying and selling a house. There are many reasons to sell a house: wanting liquidity and diversification (especially if the house is an investment property), lack of progress toward a financial / strategic goals (i.e. the house failed to increase in expected value), mature market (i.e.

M&A 130

M&A Acquisitions Sale Investment 130

TechCrunch: M&A

JULY 12, 2023

Coalition offers cybersecurity insurance products that take advantage of proactive cybersecurity tools. 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.

Insurance 196

Insurance Valuation Accountant IT 196

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. The Role of Technology in Modern M&A Digital Due Diligence Digital due diligence has become a cornerstone of the M&A process.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Deal Lawyers

AUGUST 30, 2024

A new WTW article provides an in-depth analysis of the cybersecurity issues that should be addressed during the due diligence process for an acquisition.

M&A 100

M&A Private Equity Insurance Equities 100

Francine Way

MAY 14, 2017

In the last two blog posts, we walked through capital structure and how it impacts M&A activities and vice versa. To be explicitly clear, I am recommending the use of the following ranked capital sources when paying for an acquisition: cash (from the balance sheet), debt (at a reasonable level), and equity.

Debt 130

Debt M&A Trading Capital 130

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. Statistically, claims are most likely to arise within the first 12 to 18 months after a policy is. By: Woodruff Sawyer

Mergers and Acquisitions 161

Mergers and Acquisitions Insurance M&A Mergers 161

Sica Fletcher

JULY 11, 2024

The following report details insurance brokerage M&A multiple averages for H1 2024. Our research team averaged the information using data from our Sica | Fletcher index, which monitors approximately 70% of insurance sector transactions. Because several kinds of insurance are legally required (e.g.,

M&A 52

M&A Insurance Debt Equities 52

Sica Fletcher

APRIL 2, 2024

The following report examines the health and outlook for insurance M&A deals in 2024. We base this research on several key findings in our proprietary SF database, which observes and records data from the top ~400 insurance M&A buyers. Agency vs. Company: Which Is The Better Insurance M&A Deal?

M&A 52

M&A Insurance S&P Broker 52

How2Exit

MARCH 12, 2023

Buyers and acquisitions and mergers professionals should also be aware of the legal documents that the seller has in place. In conclusion, having the right legal documents in place is essential for any business acquisition or merger. Business owners should begin by ensuring that all of their legal documents are up-to-date and in order.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

Sica Fletcher

MARCH 28, 2024

The following report contains our observations of insurance M&A trends in 2024. However, volume and value in the insurance sector remained remarkably stable. As a result, our analysts predict a flurry of M&A activity in H2 2024. As a result, our analysts predict a flurry of M&A activity in H2 2024.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

JUNE 20, 2024

The insurance M&A market in 2024 is significantly more complex now than it was 20 years ago. However, this report seeks to make sense of these qualities as a whole to provide an overview of the 2024 insurance M&A market.

M&A 52

M&A Insurance Valuation Equities 52

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

TechCrunch: M&A

AUGUST 22, 2023

Moniepoint seems to be eyeing Kenya’s MSME digital lending space, and its mature mobile money market, which is dominated by Safaricom’s M-Pesa service. The Competition Authority of Kenya has approved the proposed acquisition of 100% shares in Kopo Kopo Inc. The competition regulator in Kenya has given Moniepoint Inc. by Moniepoint Inc.

Mergers and Acquisitions 207

Mergers and Acquisitions Business Insurance M&A 207

Cooley M&A

MAY 23, 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. As deal flow has dwindled, competition has increased among carriers, and minimum floors largely have fallen away. of the policy limit.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Sica Fletcher

FEBRUARY 2, 2022

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others.

Insurance 52

Insurance M&A Mergers and Acquisitions Private Equity 52

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

How2Exit

APRIL 17, 2023

10 Concepts We Can Learn About Success in M&A on How2Exit's Interview W/ Neil Medwed Meriplex VP of Corp Development & M&A. How2Exit.com embraces this concept, and to help facilitate community in small to medium M&A, we meet twice a month. Take Neil Medwood, for example. To find out more, click Here.

M&A 130

M&A Consulting IT Business 130

How2Exit

OCTOBER 14, 2024

E248: Setting Yourself Up for Success: Essential Steps, Tips, and Strategies for a Profitable Exit - Watch Here About the Guest(s): Kip Wallen is a seasoned M&A attorney with over a decade of experience in live mergers and acquisitions deals, primarily within the lower middle market, involving transactions up to $50 million.

Profitability 130

Profitability Mergers and Acquisitions M&A Negotiation 130

McCombie Group

OCTOBER 11, 2024

For nearly two decades, private equity (PE) has been a transformative force in the insurance agency sector, driving consolidation and increasing valuations. Currently, 72% of all agency transactions involve private equity buyers.

M&A 40

M&A Insurance Private Equity Valuation 40

Sica Fletcher

AUGUST 18, 2020

What the Data Is Telling Us In our last few posts, we reported on what we perceived to be the trends in insurance agency and brokerage M&A in light of the pandemic and analyzed the reasons for these trends. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

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

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

How2Exit

MARCH 1, 2023

Ron Concept 1: Bring the Lawyer in Last When buying or selling a small business, Joel recommends bringing the lawyer in last. He believes that attorneys often have a reputation for killing deals and that they should only be brought in once the deal is nearly done and due diligence needs to be completed.

M&A 130

M&A Business Mergers and Acquisitions Negotiation 130

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Through his experience, he learned the power of leveraged buyouts and how they could be used to finance acquisitions. Ron Concept 1: Play A Bigger Game In today's society, it's easy to get stuck in a rut.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

Devensoft

JUNE 1, 2023

Chapter 1: A Modern Due Diligence Guide for Today’s Economy Merger and acquisition (M&A) due diligence is a crucial process for businesses looking to acquire or merge with another. According to a study by Deloitte, over 90% of M&A deals fail to achieve their objectives, often due to inadequate due diligence.

Economics 98

Economics M&A Management Financial Statement 98

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

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

Sica Fletcher

MARCH 26, 2020

Many of our clients have asked us about the impact on insurance brokerage M&A of the pandemic and the resultant containment efforts. The Largest Strategic Players Tell Us Full Steam Ahead – The major strategic acquirors have informed us that they plan to continue to aggressively pursue acquisitions of insurance brokers.

Insurance 52

Insurance M&A Broker Economics 52

Sun Acquisitions

MAY 24, 2024

Mergers and acquisitions (M&A) are intricate transactions that demand careful attention to various legal considerations. While the basics of due diligence and contract negotiations are vital, there are less commonly discussed legal aspects that can significantly impact the success and sustainability of M&A deals.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59