Insurance and M&A Transactions have so many connections. Risk and coverage, P&C, cybersecurity, group health, D&O, E&O, and tail policies to name just few. But the biggest game changer for the M&A transaction in the last 10-15 years has been representations and warranty insurance. It has changed negotiation dynamics, and in many instances has insulated sellers from any ongoing liability and given buyers a greater level of security that post-closing claims will get paid. But what is the truth behind the R&W insurance curtain. So many questions: How much does it cost, what size deals can handle such cost, who pays for it, how much coverage should I get, what is the typical deductible, is the cost worth it, how often are claims being made and covered, what kind of claims are most often made, just to name a few. Also, R&W Insurance is not the only insurance that can cover M&A liability claims. Tail policies, for instance. What are they, why do buyers require it, what do they cover and is it worth the expense. And finally, something that is a part of every deal, buy side insurance due diligence of the target. Come hear our panel of M&A and insurance experts discuss all of this and more.

Join us for a morning of valuable insights, thoughtful discussion, and the opportunity to connect with fellow deal professionals in the Houston M&A community.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Additional Information

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing 30-days before the event. No refunds will be granted after 30-days. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Thursday, April 16, 2026

7:30 AM - 9:15 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $65