Reps and Warranties Insurance in M&A: Critical Tool to Mitigate Risk and Close Deals
Evaluating When Insurance is Appropriate, Negotiating Coverage and Exclusions
An encore presentation featuring live Q&A
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will provide deal counsel with an update on the latest trends in the use of M&A representations and warranties insurance coverage and situations in which it is appropriate to use the coverage to mitigate risk and complete transactions. The panel will discuss the benefits and traps associated with the insurance and critical considerations when negotiating coverage and exclusions.
Outline
- Current trends in purchasing M&A reps and warranties insurance
- Benefits and pitfalls
- When is the insurance appropriate?
- Negotiating coverage and exclusions
- Process for obtaining insurance
Benefits
The panel will review these and other key issues:
- What are the potential benefits and pitfalls associated with M&A reps and warranties insurance?
- How can reps and warranties insurance be used to mitigate deal risk and complete transactions?
- What are the current trends regarding M&A reps and warranties insurance?
- What are some of the critical issues when negotiating reps and warranties insurance coverage and exclusions?
This is an encore presentation with live Q&A.
Faculty

B. Jeffery Bell
Partner
Holland & Knight
Mr. Bell is a member of the firm’s Corporate, M&A and Securities Practice Group. He handles a wide variety of... | Read More
Mr. Bell is a member of the firm’s Corporate, M&A and Securities Practice Group. He handles a wide variety of mergers and acquisitions, corporate finance and securities matters. Mr. Bell's practice focuses on representing public and private acquirers and target companies in domestic and cross-border leveraged and strategic acquisitions, financings and other investments. He represents underwriters of representations and warranties insurance policies in connection with M&A transactions. He also has significant experience advising clients in connection with contested transactions, securities law and exchange rule compliance, and corporate governance matters.
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Matthew B. Dubeck
Partner
Gibson Dunn & Crutcher
Mr. Dubeck practices in the firm’s Mergers and Acquisitions, Private Equity and Securities Regulation and... | Read More
Mr. Dubeck practices in the firm’s Mergers and Acquisitions, Private Equity and Securities Regulation and Corporate Governance Practice Groups. He advises companies, private equity firms and investment banks across a wide range of industries, focusing on public and private merger transactions, stock and asset sales and joint ventures and strategic partnerships. Mr. Dubeck also advises public companies with respect to certain corporate governance matters.
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Jake Filak
Managing Director
Euclid Transactional
Mr. Filak is a Senior Vice President at Euclid Transactional, where he underwrites Representations & Warranties and... | Read More
Mr. Filak is a Senior Vice President at Euclid Transactional, where he underwrites Representations & Warranties and other transactional liability insurance policies. Prior to joining Euclid, he worked as an attorney at Lowenstein Sandler LLP with a focus on mergers & acquisitions and general corporate counseling.
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