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Transactional Insurance: Best Tool to Close the Deal
   LIVE Webcast  


Event Details:                                                                                                                                                          

Today's buyers and sellers are more cautious when negotiating M&A deals as complex and difficult problems can unexpectedly surface. Insurance has become an increasingly popular tool among top dealmakers to help provide cover if the deal goes sour.

Transactional insurance for representations and warranties, contingent liability, and tax indemnity are in high demand. Buyers and sellers find insurance to be an effective tool in resolving deal issues, particularly to protect post-closing erosion of value.

Our distinguished panel of thought leaders will provide valuable information and analysis regarding why insurance is believed to be the best tool for closing the deal. We will also explore the issues and concerns about it, including:

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124394
Recording Fee: $299  (Please click here for details) 


Featured Speakers for Transactional Insurance: Best Tool to Close the Deal LIVE Webcast :

Agenda  (click here to view more)

Speakers' Talking Points

  • 1. Introduction and big picture comments on the types of problems transactional insurance can address (differing interests of buyers and seller, winning auctions, protecting relationship, overcoming known issues). I will note that we will briefly discuss all 4 main types of transactional insurance but focus most of our time on R&W.- Jay Rittberg
  • 2. General description of products and evolution- Bill Monat, Glen Bailey, Howard Spilko, Jay Rittberg
    • a. General Description- What does transactional insurance do? What are the Limits, Risks, Deductibles, Rates, Types of Deals it works for. Products for known vs. unknown issues. Seller vs. Buyer as insured. Bill Monat
    • b. Evolution and rationale- Increased deal flow, product awareness, underwriting capacity, underwriting efficiency, and competition resulting in faster, cheaper product and increased purchasing activity. Glen Bailey
    • c. How lawyers are now viewing the product in M&A deals for their clients and where it fits in with traditional M&A negotiations- Howard Spilko
    • d. Who is buying i.e., PE, Family Businesses, Corporations? Repeat buyers-Jay Rittberg
  • 3. Process and Policy Negotiation-Ned Sander, Scott Goldstein
    • a. Underwriting Process for R&W Insurance- What is the process? What do insurance underwriters focus on? Will it be an invasive process? When should we engage the markets? What are the key upfront structuring points?- Ned Sander
    • b. Documentation and Policy Negotiation- Documentation issues, such as (i) scope of knowledge, (ii) conforming the policy conforms with the underlying covered agreement, (iii) defining the risk to be covered under the policy, and (iv) claims procedures under the policy. Coverage issues, such as (i) known vs. unknown liabilities, (ii) potential liabilities in the underlying agreement compared to the policy coverage, and (iii) policies issued to buyers vs. policies issued to sellers.– Scott Goldstein
  • 4. Specific Case Studies and Results (escrow reduction, bid winning, protecting a relationship, making deals happen that wouldn't otherwise, Tax, Litigation Buyout)-Each speaker to cover a different case and the value the insurance added to the transaction. Please advise as to what case you would like to discuss.
  • 5. Claims- Scott Goldstein, Howard Spilko, Jay Rittberg
    • a. Case study and comparison of legal claims against the other party to a transaction and legal claims against the insurer. Scott Goldstein
    • b. R&W claims process- experts will be involved and it will be like proving a claim under an acquisition agreement-Howard Spilko
    • c. Claims examples from Insurer- Jay Rittberg

Jay Rittberg
Vice President- Mergers and Acquisitions Insurance
speaker bio »»

Sidley Austin LLP
Scott J.F. Goldstein
speaker bio »»

Kramer Levin Naftalis & Frankel LLP
Howard Spilko
speaker bio »»

Willis Mergers & Acquisitions Group
William M. Monat
Senior Vice President
speaker bio »»

AH&T Insurance
Ned Sander, ARM
Principal, Senior Vice President
speaker bio »»

Beecher Carlson
Glen Bailey
Managing Director | Executive Liability Practice
speaker bio »»

Who Should Attend?

- M&A Investment Bankers
- M&A and Related Lawyers
- In house M&A practitioners
- Merger & Acquisition Specialists
- Insurance Attorneys
- Insurance advisers
- Insurance agencies
- Investment advisers
- Accountants
- Finance Executives
- Directors and Officers Senior Business Analysts
- General Counsel
- In-house Counsel
- Business Consultants
- Other related professionals

Why Attend?

This is a must-attend event for those concerned with the issue and those who want to know more about transactional insurance.

- Detailed guidance explained by the most qualified key leaders & experts
- Hear directly from experienced practitioners & thought leaders
- Interact directly with panel during Q&A

Enroll in this course today by clicking the “Register” button below. Advanced registration is recommended as space is limited and significant discounts apply for early registrants.

Registration Information:                                                                                                                                    

(Click here for information on group registrations and discounts)

** Discounts apply for early registration

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.

























Transactional Insurance: Best Tool to Close the Deal
LIVE Webcast
Speakers and Partner Firms:

American International Group, Inc. (AIG) is a leading international insurance organization serving customers in more than 130 countries and jurisdictions. AIG companies serve commercial, institutional, and individual customers through one of the most extensive worldwide property-casualty networks of any insurer. In addition, AIG companies are leading providers of life insurance and retirement services in the United States.

The Financial Lines division at AIG offers products that respond to the management and professional liability exposures of public, private and non-profit companies, including directors & officers (D&O), employment practices (EPL), errors and omissions (E&O), fiduciary (PTL), cyber risk, and crime.

Sidley Austin LLP is one of the world’s premier law firms with approximately 1,700 lawyers and 18 offices in North America, Europe, Asia and Australia. Sidley is one of only a few internationally recognized law firms to have a substantial, multi-disciplinary practice devoted to the insurance industry. We have more than 80 lawyers devoted exclusively to providing both transactional and dispute resolution services to the insurance industry, throughout the world. Our Insurance and Financial Services Group has an intimate knowledge of, and appreciation for, the insurance industry and its unique issues and challenges. Regular clients include many of the largest insurance and reinsurance companies, brokers, banks, investment banking firms and regulatory agencies for which we provide regulatory, corporate, capital markets, securities, M&A, private equity, insurance-linked securities, derivatives, tax, reinsurance dispute, class action defense, insolvency and other transactional and litigation services.

Kramer Levin Naftalis & Frankel LLP is a premier, full-service law firm with offices in New York, Silicon Valley and Paris. Firm lawyers are leading practitioners in their respective fields, who understand their clients’ businesses, demonstrate a strong focus on client service and offer innovative and practical solutions. The firm represents Global 1000 and emerging growth companies, institutions and individuals, across a broad range of industries. The Corporate Department of Kramer Levin handles virtually every type of complex corporate and securities transaction from public offerings and private placements to mergers, acquisitions, dispositions and joint ventures, while also providing the full range of general corporate law services from contract preparation to strategic counseling. It has extensive experience in corporate and financial transactions involving the insurance and reinsurance industries, including mergers, acquisitions and dispositions and related regulatory action; joint ventures; credit facilities; premium financing facilities; venture capital and strategic investments; work outs and distressed debt transactions; money management matters; and general corporate representation. The firm, its attorneys and practice groups have received the highest rankings, awards and honors for their work including from Best Lawyers, Chambers USA/ Global, Lawdragon 500, National Law Journal, BTI Client Service All-Star Team for Law Firms, Institutional Investor, Dealflow Media, Investment Dealers’ Digest, Legal 500 (US and European) and M&A Advisor, among many others. For more information, please visit

Willis Group Holdings plc is a leading global risk advisor, insurance and reinsurance broker. With roots dating to 1828, Willis operates today on every continent with more than 17,000 employees in over 400 offices. Willis offers its clients superior expertise, teamwork, innovation and market-leading products and professional services in risk management and transfer. Our experts rank among the world’s leading authorities on analytics, modelling and mitigation strategies at the intersection of global commerce and extreme events. Find more information at our website,, our leadership journal, Resilience, or our up-to-the-minute blog on breaking news, WilllisWire. Across geographies, industries and specialisms, Willis provides its local and multinational clients with resilience for a risky world.

AH&T Insurance is an insurance brokerage, risk management consulting, employee benefits, surety bond and retirement planning services organization dedicated to providing innovative solutions globally for business and individuals. AH&T is employee-owned and one of the largest independent insurance brokerages in the nation, with offices in the Washington, D.C., Seattle, Washington, and New York metro areas. AH&T is a partner of the RiskProNet and TechAssure global broker networks. For more information about AH&T, visit

Beecher Carlson is an insurance brokerage and risk management consulting firm focused on specific industries. Beecher Carlson strives to develop new and better insurance and risk management solutions and technologies to support business requirements and drive operational excellence. By leveraging deep risk management expertise, Beecher Carlson is able to help clients manage their business risks, protect and enhance their capital and fulfil their corporate mission. Beecher Carlson is a privately held company with its corporate office in Atlanta, GA. Beecher Carlson also maintains offices throughout the United States and in Bermuda.


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