Transaction Solutions Dallas Breakfast

Improving Deal and Business Outcomes: Trends and Practical Applications for M&A and Tax Insurance as a Capital Management Tool

 

November 12, 2019
Royal Oaks Country Club, Dallas, TX

 

8:00 AM – 8:30 AM Breakfast

8:30 AM – 9:30 AM Session

M&A Insurance: Trends and Practical Applications for Private Equity, Corporate Development and M&A Counsel

The use of M&A and transaction liability insurance has grown in both volume and scope. With sellers looking to exit deals quickly and with a greater percent of capital, and buyers wanting to strengthen their bid and secure their investments from potential breaches of seller’s warranties, financial instruments have emerged to replace traditional indemnities and close the gap in negotiations between buyers and sellers. With the success and widespread adoption of these programs, additional solutions have been developed to improve outcomes for transactions and for situations outside of a transaction. In this session, our speakers will examine how private equity firms and corporations are leveraging M&A and transaction liability insurance, including representations and warranties, tax, litigation and contingent liability insurances to secure their investments and enhance their return. We will also look at how these solutions can be used outside of transaction to ring fence pending litigation or as a tool to manage corporate tax risk. Rounding out the presentation, we will review the claims process and claims activity as well as trends that were identified in Aon’s recent M&A Insurance Risk in Review report.

9:30 AM – 10:30 AM

Improve Bottom Line Results: How Companies are Mitigating Complex Tax Risks by Deploying Insurance Capital

As companies seek to boost shareholder value and deliver growth in a volatile economic environment, senior corporate finance and tax professionals are forced to navigate complex tax risks. Contingent tax liabilities can require companies to post reserves or at a minimum shoulder the risk of an adverse tax ruling. In a deal context, traditional options can result in long-term indemnifications and escrows. In response to these traditional and limited approaches, risk-transfer insurance has emerged as an alternative capital management tool that can be used to deliver highly customized solutions that lower costs, increase margins, and take risk off the balance sheet as a critical part of clients’ corporate and capital strategies. In this session, leaders of Aon’s Tax Practice, will discuss how insurance is being used to disrupt the traditional approach to capital management and improve bottom line results for businesses.