Insurance Company Mergers and Acquisitions is an authoritative, insider's perspective on key strategies for representing and advising insurance companies during M&A proceedings. Featuring partners from some of the nation's leading law firms, these experts guide the reader through the different phases of the insurance industry mergers and acquisitions process, including completing due diligence, drafting the letter of intent, preparing documentation, and closing the deal. From providing tips on how to manage the regulatory approval process to how to better prepare for unexpected factors that can influence the timing and outcome of the deal, these authors outline the challenges and costs associated with insurance M&A filings. These top lawyers reveal their advice for remaining up-to-date on industry trends, complying with filing deadlines, managing media relations, and understanding the unique aspects of insurance mergers and acquisitions. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law. Inside the Minds provides readers with proven business intelligence from C-level executives (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies and firms nationwide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is heading and the most important issues for the future. Each author has been selected based upon their experience and C-level standing within the professional community.
Chapters Include:
1. Brian Kaas, Partner, Foley & Lardner LLP Insurance Mergers and Acquisitions: A Primer on Demystifying the Deal Process
2. Ernesto N. Mayoral, Capital Member, McConnell Valdés LLC Evaluating and Closing an Insurance M&A Deal: Successful Strategies
3. Scott E. Brient, Partner, Alston & Bird LLP Intellectual Property Considerations in Insurance-Related Mergers and Acquisitions
4. B. Scott Burton, Partner, Sutherland Asbill & Brennan LLP Successfully Structuring and Negotiating an Insurance Industry Merger
Appendices Include:
Appendix A: Agreement and Plan of Merger
Appendix B: Stock Purchase Agreement
Appendix C: Sample Form E Regulations
Appendix D: Checklist for Insurance-Related Mergers and Acquisitions
Appendix E: Stock Purchase Agreement
Appendix F: Statement Regarding the Acquisitions of Control of or Merger with a Domestic Insurer
Appendix G: Pre-Acquisition Notification Form Regarding the Potential Competitive Impact of a Proposed Merger or Acquisition by a Non-Domiciliary Insurer Doing Business in This State or by a Domestic Insurer
Appendix H: Due Diligence Request List
