Introducing Coco Schoeller: Business Development and Due Diligence Project Leader, M&A Advisory

Meet Coco Schoeller, the newest member of the M&A Advisory Team. Based in New York City, Coco will focus on business development, offering insurance, employee benefits, human capital due diligence services, and transactional products solutions such as Reps & Warranties and Tax. Q&A with Coco: Share your career path before coming to ABD. My career right out […]

A Risk Manager’s Role in Reps & Warranties Insurance

Because strategic acquirers are beginning to use Reps and Warranties insurance with more frequency, risk managers are taking on an emerging role in the M&A process. This article is intended to address common questions from risk managers about R&W insurance, negotiation point, and coverage nuances.   Question: Why are my deal teams now using Reps […]

Placing a Reps & Warranties Policy on a Short Time Frame

As a former Reps & Warranties underwriter and M&A lawyer, I vividly recall (and still take part in) the rush of last-minute deal flow. Early mornings, late nights, weekends, holidays – the M&A market does not stop. From a Reps and Warranties underwriting perspective, last-minute deal success is paramount. Because Reps and Warranties underwriters are […]

Portfolio Insurance Programs

This is the fifth installment in the ABD M&A Advisory series titled “Finding the Upside in the Downturn” Private equity firms have always looked for ways to take advantage of cost sharing among their portfolio companies. As a result, a role was created at many private equity firms in which individuals became solely responsible for spearheading […]

It’s Time for REITs to Consider Reps & Warranties Insurance

Representation and Warranties Insurance (R&W) is a type of insurance policy purchased in connection with corporate transactions. It covers the indemnification for certain breaches of the representations and warranties in the transaction agreements. R&W policies are designed to provide additional flexibility in addressing these obligations, for example, by reducing or eliminating the need for an […]

How to Approach Reductions in Force

The third installment in the ABD M&A Advisory series Finding the Upside in the Downturn When the recession hit, I got a lot of phone calls from clients asking if they could adjust the estimated exposures on their policies downward in the middle of the policy period. This is highly irregular, but we were able […]