Safeguarding Your M&A Deal: Rob LaChance on Transactional Insurance Essentials

Craig Dickens sits down with Rob Lachance from Leavitt Group, one of the nation's largest privately held insurance brokerages. They delve into the critical role of insurance in mergers and acquisitions, focusing on how business owners can de-risk their companies before, during, and after a transaction.
Learn about the importance of reps and warranties insurance, the benefits of transactional insurance, and how to manage risk effectively for a successful deal.
Key Takeaways:
• Risk Management for Sellers: Discover the phased approach to risk management that Leavitt Group employs to help sellers prepare for transactions, ensuring long-term stability and value.
• Reps and Warranties Insurance: Understand the growing importance of reps and warranties insurance in private equity transactions and how it helps mitigate risks for both buyers and sellers.
• Transactional Insurance Products: Learn about various insurance products designed to protect against catastrophic events, including cybercrime, employee lawsuits, and directors and officers liability.
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Join us for each episode of "Middle Market Moment" as we cover industry insights designed to empower middle market business owners and executives.
Whether you're considering selling your business, buying a business, or looking for investment to fuel your growth, "Middle Market Moment" provides useful perspectives to inform your plan. Our guests draw on extensive industry and transactional experience, covering a range of topics to help you achieve your business objectives.
Host: Craig Dickens ➡️ / craigdickens
Guest: Rob LaChance ➡️ / roblachance
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For more insights and to connect with our team, visit us at meritinvestmen.... Follow us on / meritinvestmentbank to stay updated on the latest episodes and expert takes on navigating business challenges and opportunities.
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This content is intended for informational purposes only and should not be considered financial, legal, or professional advice. Our discussions and examples are based on personal experiences and general knowledge. Before making any financial decisions, especially those concerning business transactions, we strongly recommend consulting with a professional advisor to consider your specific situation.
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