Mergermarket M&A Forum Chicago 2023
The must-attend event for US dealmakers returns!
The Ritz-Carlton, Chicago
11
Jul
Case study
The M&A landscape has become more challenging, requiring dealmakers to navigate a highly complex and multi-faceted risk environment. In this session, senior members of Aon’s M&A and Transaction Solutions practice will take us through a case study where a strategic buyer acquired a complementary business through a highly competitive auction. Due the competitive nature of the deal, the seller was not provided recourse for the inherent representations and warranties risks. In addition, the tax due diligence process uncovered several large tax exposures at the Target level leaving the buyer further exposed to a risk of more than $1.5 billion. In response to these risks, the acquirer was able to leverage insurance capital to secure their investment, cover the significant financial exposure the deal posed and move forward with the deal, thus turning risk into opportunity.
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SpeakersJessica Harger Managing Director AON
Vip Patel Managing Director AON
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Jessica Harger is part of Aon's Transaction Solutions team and focuses primarily on tax insurance. Prior to joining Aon in 2016, Jessica worked as a tax consultant, most recently in Ernst & Young's Transaction Tax group. Jessica began her career at PricewaterhouseCoopers, advising financial services clients and focusing on international tax issues in M&A transactions. She has advised on both private equity and strategic corporate deals from the buy-side and sell-side. Jessica has experience in all stages of the transaction life cycle, including strategic analysis of opportunities, development of financial and tax structures, due diligence and negotiation of sale and purchase agreements, and post transaction implementation. Jessica is admitted to the bar in New York, and was recognized as a Power Broker and Rising Star by RISK & INSURANCE Magazine in 2019, 2020, and 2021 for her work with tax insurance in M&A transactions.
Education
Middlebury College
B.A. Economics, Mathematics
2007
Villanova University Charles Widger School of Law
J.D.
2010
Vip Patel joined Aon’s Transaction Solutions team in 2016. In this role, he advises clients on brokering, placing and negotiating representations and warranties insurance across industries with an expertise in healthcare and life sciences transactions. Prior to joining Aon, Vip was a healthcare and life sciences investment banker with Robert W. Baird and Deutsche Bank, where he focused on mergers, acquisitions and capital-raising transactions. Prior to his investment banking experience, Vip was a corporate attorney with O’Melveny & Myers and Jones Day, focusing on mergers, acquisitions, leveraged buyouts and securities offerings.
Education
University of Chicago
MBA - 2010
Columbia Law School
JD - 2003
Case Western Reserve University – B.S.