• Events

    BDO events bring our community together in an online and offline setting
    to connect with each other and share insights into the topics and trends.

Insurance M&A and Capital Raising Roundtable

March 01, 2018
8:30 AM to 11:00 AM EST

3 West Club
3 W 51st St
New York, NY 10015
get directions

Portia Jones
(212) 885-8368
  • Summary
  • Agenda
  • Presenters
Please join BDO USA, LLP, Locke Lord LLP, and Sandler O'Neill + Partners, L.P. for a complimentary breakfast briefing. This event will highlight key considerations in a successful M&A transaction or capital raising transaction in today's economic climate for the insurance industry.

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

Topics to be discussed include:
  • Re-Insurance Structures
  • Blockchain Investments and M&A
  • Privacy and Cybersecurity Due Diligence
  • InsureTech
  • The Current Landscape for Insurance M&A 
  • Private Equity and Family Office Investment in the Insurance Sector
8:30 AM to 9:00 AM - Registration and Networking

9:00 AM to 9:45AM - Presentation         

9:45 AM to 10:30AM - Tax Reform Panel Discussion

10:30 AM to 11:00 AM - Q&A and Networking
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, Tax Department, Locke Lord LLP.
John Butler, Principal, Sandler O'Neill + Partners, L.P.