PE Hub

MAY 25, 2023

Navaccord, a Toronto-based multi-line insurance and risk management brokerage business, said the deal is its largest to date. The post Madison Dearborn-backed Navacord acquires RWAM and PIB appeared first on PE Hub.

Risk Management 57

Risk Management Insurance Management Business 57

Global Newswire by Notified: M&A

JUNE 25, 2024

Fraudulent activities include money laundering, cyber-attacks, tax evasion, identity theft, and insurance fraud, which are common in businesses such as finance, government, healthcare, and insurance.

Insurance 40

Insurance Healthcare Risk Management Government 40

The TRADE

JULY 12, 2024

Asia-based insurance giant AIA Group has selected BNY and BlackRock to provide a front-to-back investment platform, supporting the firm’s long-term investment programme. We look forward to working with BNY to deliver a seamless experience to AIA.”

Collaboration 64

Collaboration Investment Insurance Portfolio 64

The TRADE

DECEMBER 14, 2023

The rates environment has also released constraints on firms such as insurance pension funds – which drive some of the largest transactions in the world – encouraging more demand for portfolio trading in today’s markets. In light of the current market environment, demand portfolio trading has continued to grow.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Bank 123

Bank Banking Funds Government 123

Wall Street Mojo

FEBRUARY 9, 2024

Leveraging derivatives to capture the best results at a given point in time may help portfolio managers achieve closely matching outcomes, in addition to performance monitoring, effective risk management , risk diversification , etc. Insurance companies use this tool for risk management and planning.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Focus Investment Banking

MARCH 10, 2025

Clearly break out expenses (insurance broken out by auto, health; salaries broken out by owner, employee; and so on.) Stay Current Leaning heavily on one product, service, outdated technology or critical piece of equipment is a risk. Have a conversation with your bookkeeper about the below and hold them accountable.

Investment 52

Investment Book-building Sale Business 52

Sun Acquisitions

JULY 5, 2024

Risk Management: Develop a risk management strategy to address identified uncertainties effectively. This may involve implementing risk-sharing mechanisms such as earn-outs or escrow arrangements, obtaining appropriate insurance coverage, or renegotiating deal terms to mitigate specific risks.

Mergers and Acquisitions 59

Mergers and Acquisitions Business Mergers Acquisitions 59

M&A Leadership Council

OCTOBER 5, 2024

in Mathematics and Statistics, was previously named a Risk & Insurance Power Broker in Employee Benefits and is a Fellow of the Conference of Consulting Actuaries, Fellow of the Society of Actuaries and Certified M&A Specialist. Kelly graduated Magna Cum Laude from the University of Minnesota, Duluth with a B.S.

Actuary 40

Actuary Consulting M&A Mergers and Acquisitions 40

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Bank 98

Bank Banking Government Investment Banking 98

Peak Frameworks

SEPTEMBER 18, 2023

Impact on Cost Structure Determining when the title of goods changes hands affects revenue recognition, insurance liabilities, and transportation costs. FOB is just one of these terms, with others like CIF (Cost, Insurance, and Freight) or DDP (Delivery Duty Paid) offering alternative distributions of risks and costs.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. Insurance Purposes: For insurance coverage, the salvage value of assets is often considered to determine the appropriate level of insurance needed.

Finance 52

Finance Finance Book-building Accountant 52

Peak Frameworks

MAY 2, 2024

Risk Management: Offering sales on credit introduces the risk of default, requiring businesses to implement robust risk management strategies. Conversely, credit sales, by easing the payment burden on customers, can significantly expand a business's sales volume.

Sale 52

Sale Accountant Financial Statement Business 52

Wall Street Mojo

JANUARY 17, 2024

This financial instrument is commonly used by creditors who are not sure of getting back the money from the borrowers and wants to offset the risk of default. CDS is a derivative instrument that helps the buyers to shift their credit risk to the third party. The payment continues till the maturity of the agreement.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

M&A Leadership Council

JUNE 18, 2024

Communicate risk priorities to key stakeholders for transparency and alignment. Risk Mitigation: Develop strategies to mitigate or manage each identified risk: Implement financial hedging and insurance solutions for financial risks. Enhance operational controls and processes to reduce operational risks.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Razorpay

DECEMBER 27, 2023

Insurance charges: Included in APR only if linked/integrated with the loan product. Focus on Credit Risk Management: DLG is not a substitute for sound credit assessments and risk management by lending businesses. Credit card EMI programs: Not covered by Digital Lending Guidelines.

Bank 52

Bank Banking Risk Management Business 52

Software Equity Group

MARCH 26, 2024

Vista is a significant player in SaaS, having made five investments in 2023 in companies like Duck Creek Technologies, a core systems provider for the insurance industry, subscription management analytics firm TRG Screen, and integrated payments platform EngageSmart. The firm has made 878 total investments since inception.

Private Equity 52

Private Equity Equities Investment Portfolio 52

M&A Leadership Council

JUNE 18, 2024

Communicate risk priorities to key stakeholders for transparency and alignment. Risk Mitigation: Develop strategies to mitigate or manage each identified risk: Implement financial hedging and insurance solutions for financial risks. Enhance operational controls and processes to reduce operational risks.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 40

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Evaluate the success of risk management strategies in ensuring a smooth transition.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

AUGUST 9, 2023

It can also provide advice and assistance in areas such as financial management, corporate strategy and risk management. Merchant banking is a financial service provider that offers a wide range of services such as underwriting, issuing of securities, asset management, portfolio management, and advisory services.

Bank 52

Bank Banking Business Underwriting 52

Razorpay

DECEMBER 15, 2024

Risk Management and Asset Protection Private banking can help individuals and businesses manage risk and protect their assets. Private banking services can include risk assessment and analysis, asset diversification, portfolio optimization, and other strategies to help clients minimize their exposure to risk.

Bank 52

Bank Banking IT Management 52

What's Market

SEPTEMBER 26, 2022

including the seller's human resources director as to the employment and HR representations or the risk management director with respect to insurance). When the seller is a larger company with multiple operational functions, specific individuals might be included in the knowledge group for selected representations (e.g.,

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

Devensoft

JUNE 1, 2023

The acquirer must evaluate the target company’s policies, procedures, controls, compliance with regulations, insurance coverage, cybersecurity culture, third-party risk management, and integration planning. What type of sensitive data does the target company store, and how is it protected?

Economics 98

Economics M&A Management Financial Statement 98

GillAgency

FEBRUARY 10, 2022

Risk Management Every project has risks. There is also a risk of not doing a project. 15.4.3 Do not feel uncomfortable to push back. 15.4.4 Do not rush or get ahead of yourself. A timeline should include tasks and should back up your budget.

Business 52

Business Sale Broker IT 52

JD Supra: Mergers

FEBRUARY 27, 2025

Below is his conversation with Ryan Seager, private equity practice leader at Associated, a leading privately-held insurance and risk management firm that helps businesses and individuals assess and manage their insurance needs. By: Levenfeld Pearlstein, LLC

Private Equity 170

Private Equity Insurance Advisory Equities 170