Lexis Practice Advisor Practice Note – Insurance M&A Transactions

In this Lexis Practice Advisor Practice Note, Corporate & Securities partners Lawrence Hamilton and Magnus Karlberg explore central aspects of successfully structuring, negotiating, and documenting an insurance M&A transaction.

The authors also address considerations that are specific to, or assume more importance in, M&A transactions in the insurance industry. Such considerations affect nearly every stage of the M&A process, including structuring the deal, due diligence, negotiating the terms of the purchase and sale agreement, and addressing post-closing matters. Although the structure and terms of insurance M&A transactions vary, several factors affect all insurance M&A deals.

While the article discusses various ways in which insurance M&A transactions can be structured, it focuses on the due diligence and negotiation issues in a “classic” insurance M&A transaction—namely, the acquisition by an acquirer from a seller of all of the common stock of a stock insurance company.


For a previous version of the article, see "Mergers and Acquisitions in the US Insurance Sector.”