Should Transactional Insurance Be Part of Your Next Deal?

Event Information


June 19, 2017


8:00 AM - 9:30 AM


Toronto, Ontario

Delivery Method

In Person


The Practical Application of Representations and Warranties Insurance and Tax Liability Insurance in M&A Transactions

Please join Osler, Marsh Canada, and Ambridge Partners for a presentation on how to effectively incorporate representations and warranties insurance and/or tax liability insurance into mergers and acquisitions transactions in the Canadian and cross-border marketplace. This presentation is intended to go beyond a basic introduction of the topic to provide:

  • Practical information on the types of transactions best suited for insurance;
  • Where the insurance process fits within the broader deal timeline;
  • What transactional insurance policies will and will not typically cover; and
  • A step-by-step overview of what one can expect from the first conversation with a broker to binding a policy.

Panelists will include professionals representing all aspects of the insurance process, from the business lawyers that help oversee and negotiate transactions, to the insurance brokers that guide clients through the underwriting process, to the underwriting managers that provide the transactional insurance itself. We will conclude with an update on the state of the Canadian transactional insurance marketplace.


Chris Graham, Ambridge Partners LLC

Tim Kennedy, Ambridge Partners LLC

Ryan Sakamoto, Marsh Canada Limited

Michael Budabin, Osler, Hoskin & Harcourt LLP

Jennifer Lee, Osler, Hoskin & Harcourt LLP


Registration Info

Register Online.