Insurance M&A and Capital Raising Roundtable

Locke Lord was pleased to co-host a complimentary breakfast briefing with BDO USA, LLP and Sandler O'Neill + Partners, L.P. This event highlighted key considerations in a successful M&A transaction or capital raising transaction in today's economic climate for the insurance industry. New York Partner, Geoffrey Etherington served as a presenter and Boston Partner, Christopher M. Flanagan served as a panelist.

A panel discussed tax reform from an accounting, legal and M&A standpoint, addressing current concerns, ramifications on the Insurance industry and what you need to consider.

Thursday, March 1, 2018 
3 West Club 
3 W 51st St 
New York, NY 10015

Agenda:
8:30 AM to 9:00 AM – Registration and Networking
9:00 AM to 10:30 AM – Program 
10:30 AM to 11:00 AM – Q&A

Presenters:
Mike Dombrowksi, Managing Director, Management Advisory Services, BDO USA, LLP
Geoffrey Etherington, Partner, Locke Lord LLP
John Butler, Principal, Sandler O'Neill + Partners, L.P.

Tax Reform Panelists:
Marc Rockower, Managing Director, Core Tax Services, BDO USA, LLP
Christopher M. Flanagan, Partner, Locke Lord LLP.
John Butler, Principal, Sandler O'Neill + Partners, L.P.

Topics to be discussed include:

1. Re-Insurance Structures 
2. Blockchain Investments and M&A
3. Privacy and Cybersecurity Due Diligence
4. InsureTech
5. The Current Landscape for Insurance M&A  
6. Private Equity and Family Office Investment in the Insurance Sector

For more information, please click here.