Insights

  • D&O Liability Coverage Versus TLPE Insurance
    POSTED 5.25.22 M&A

    D&O Liability Coverage Versus TLPE Insurance

    As I’ve written in the past, there are many founders of small- and medium-sized, privately held companies that simply don’t see the need for Directors & Officers (D&O) liability coverage.

    I won’t argue the merits of D&O insurance here.

    But, the reality is that when those owners try to sell their companies, that lack of coverage will come back to bite them.
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  • The Biggest Impact of TLPE Insurance
    POSTED 5.19.22 M&A

    The Biggest Impact of TLPE Insurance
    Transactions—the major decisions in the life of a business—impact both Sellers and Buyers.

    In a standard transaction, a Buyer will request that money from the purchase price be held in escrow. While I’ll admit there is a strong argument justifying these requests, there are viable alternatives.
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  • Four Reasons to Use TLPE in SME M&A Deals
    POSTED 5.11.22 M&A

    Four Reasons to Use TLPE in SME M&A Deals

    If you’re a sell-side advisor… investment banker, business broker, or an insurance agent… I have some news for you:

    If you aren’t at least discussing Transaction Liability Private Enterprise(TLPE) as an option to cover an M&A transaction, you are doing your SME clients a serious disservice.
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  • Jennifer Mandelbaum | Female Led Ventures Changing the Future of How Families Live
    POSTED 5.3.22 M&A Masters Podcast

    On this week’s episode of M&A Masters, we speak with Jennifer Mandelbaum, Senior Investment Director at Halogen Ventures.

    Halogen Ventures is a California-based Venture Capital fund focused on investing in early stage consumer technology startups with a female on the founding team.
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