The Top 3 M&A Insurance Brokers in Silicon Valley – an Honest Comparison
As global insurance and risk management professional service firms, Marsh & McLennan and Aon do great work and have solid reputations in the world of M&A insurance. Along with Rubicon M&A Insurance Services, LLC, they are the only companies offering this specialized type of insurance to companies in Silicon Valley.
Role of the Insurance Broker in Your M&A Deal
At the end of the day, successful mergers and acquisitions are about bringing people together… coming to an agreement and moving forward to everybody’s satisfaction.
Our Woodland Hills Office Has Moved
We are excited to announce our Woodland Hills office has moved to 5955 De Soto Ave., Suite 250, Woodland Hills, CA 91367. Because of our amazing clients we have had to greatly expand our team year over year making a bigger space a necessity. This new space not only gives us room to house our growing team, but more room for future growth!
How to Cooperate Effectively with Underwriters Throughout the Rep and Warranty Lifecycle
I have a surprising truth for you. It goes against everything you’ve been taught or experienced when it comes to insurance companies.
With Rep and Warranty Claims, It Pays to “Spill Your Guts” to Your Insurer
When it comes to standard car, home, or health insurance, policyholders tend to play it close to the vest. They won’t freely give information above what the insurance company requires, and if the insurer starts asking questions, especially about a claim, they get downright defensive. They’re worried the company is trying to deny a claim […]
Rep and Warranty Coverage Now Widely Available for Smaller M&A Deals
Up until very recently, rep and warranty insurance, which offers many advantages to buyers and sellers during mergers and acquisitions, has been available primarily with deals worth $50 million or more. But good news for those involved in smaller deals.
Why Strategic Buyers Don’t Need Rep and Warranty but Shouldn’t Do a Deal Without It
A couple of years back, I witnessed a train wreck of an acquisition that could have gone much, much smoother if the parties involved had taken one extra, but very low cost, step as they put together the deal. Let me set the scene. The owner of a telecommunications company was ready to sell… to […]
How Much Does R&W Coverage Cost? It’s Much Less Than You Might Think and the Value is Priceless
Representations and warranties insurance should be part of any large-scale merger or acquisition deal. Such a policy puts the risk in a business transaction away from buyer and seller and onto a third party – an insurance company.
The Audi and Silvercar Acquisition Case Study and… How You Can Protect Yourself in Your Own M&A Deals
In March 2017, luxury automaker Audi, part of the Volkswagen Group, announced they were buying Silvercar, a distinctive and disruptive rental car company known for its fleet of Audi A4s in, what else, silver.
Four Ways to Protect Yourself From the Fiduciary Liability Litigation Machine
The scene – an unnamed company. A new CFO was appointed and installed as the 401(k) plan administrator. He replaced the 12 investment options offered before with three mutual funds. It turns out his brother managed those funds. A clear conflict of interest with regard to the 401(k) plan – enough to trigger serious legal […]