Definition:Broken links: Difference between revisions
Content deleted Content added
No edit summary |
No edit summary |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
[[Definition: |
[[Definition:Deloitte]] |
||
[[Definition: |
[[Definition:PricewaterhouseCoopers (PwC)]] |
||
[[Definition: |
[[Definition:Ernst & Young (EY)]] |
||
[[Definition: |
[[Definition:KPMG]] |
||
[[Definition: |
[[Definition:External audit]] |
||
[[Definition: |
[[Definition:Internal audit]] |
||
[[Definition: |
[[Definition:Actuarial consulting]] |
||
[[Definition: |
[[Definition:Risk advisory]] |
||
[[Definition: |
[[Definition:Tax advisory]] |
||
[[Definition: |
[[Definition:Regulatory compliance consulting]] |
||
[[Definition: |
[[Definition:IFRS 17 implementation]] |
||
[[Definition: |
[[Definition:Solvency II consulting]] |
||
[[Definition:Broking director]] |
|||
[[Definition:Casualty underwriter]] |
|||
[[Definition:Catastrophe modeler]] |
|||
[[Definition:Catastrophe risk analyst]] |
|||
[[Definition:Ceding company officer]] |
|||
[[Definition:Chief actuary]] |
|||
[[Definition:Chief claims officer (CCO)]] |
|||
[[Definition:Chief compliance officer (CCO)]] |
|||
[[Definition:Chief executive officer (CEO)]] |
|||
[[Definition:Chief financial officer (CFO)]] |
|||
[[Definition:Chief information officer (CIO)]] |
|||
[[Definition:Chief marketing officer (CMO)]] |
|||
[[Definition:Chief operating officer (COO)]] |
|||
[[Definition:Chief risk officer (CRO)]] |
|||
[[Definition:Chief underwriting officer (CUO)]] |
|||
[[Definition:Claims adjuster]] |
|||
[[Definition:Claims analyst]] |
|||
[[Definition:Claims assessor]] |
|||
[[Definition:Claims auditor]] |
|||
[[Definition:Claims director]] |
|||
[[Definition:Claims examiner]] |
|||
[[Definition:Claims handler]] |
|||
[[Definition:Claims investigator]] |
|||
[[Definition:Claims manager]] |
|||
[[Definition:Claims representative]] |
|||
[[Definition:Claims specialist]] |
|||
[[Definition:Claims supervisor]] |
|||
[[Definition:Claims technician]] |
|||
[[Definition:Client relationship manager]] |
|||
[[Definition:Commercial lines underwriter]] |
|||
[[Definition:Compliance analyst]] |
|||
[[Definition:Compliance officer]] |
|||
[[Definition:Corporate risk manager]] |
|||
[[Definition:Coverage counsel]] |
|||
[[Definition:Coverholder]] |
|||
[[Definition:Data scientist]] |
|||
[[Definition:Delegated authority manager]] |
|||
[[Definition:Director of underwriting]] |
|||
[[Definition:Distribution manager]] |
|||
[[Definition:Enterprise risk manager]] |
|||
[[Definition:Excess and surplus lines broker (E&S broker)]] |
|||
[[Definition:Field adjuster]] |
|||
[[Definition:Field agent]] |
|||
[[Definition:Financial analyst]] |
|||
[[Definition:Forensic accountant]] |
|||
[[Definition:Fraud analyst]] |
|||
[[Definition:Fraud investigator]] |
|||
[[Definition:General agent (GA)]] |
|||
[[Definition:General counsel]] |
|||
[[Definition:Independent adjuster]] |
|||
[[Definition:Independent agent]] |
|||
[[Definition:Insurance adviser]] |
|||
[[Definition:Insurance analyst]] |
|||
[[Definition:Insurance broker]] |
|||
[[Definition:Insurance commissioner]] |
|||
[[Definition:Insurance consultant]] |
|||
[[Definition:Insurance defense attorney]] |
|||
[[Definition:Insurance producer]] |
|||
[[Definition:Insurance regulator]] |
|||
[[Definition:Insurance surveyor]] |
|||
[[Definition:Lead underwriter]] |
|||
[[Definition:Life underwriter]] |
|||
[[Definition:Line slip leader]] |
|||
[[Definition:Lloyd's broker]] |
|||
[[Definition:Lloyd's underwriter]] |
|||
[[Definition:Loss adjuster]] |
|||
[[Definition:Loss control engineer]] |
|||
[[Definition:Loss control representative]] |
|||
[[Definition:Loss control specialist]] |
|||
[[Definition:Loss reserve analyst]] |
|||
[[Definition:Loss run analyst]] |
|||
[[Definition:Managing director]] |
|||
[[Definition:Managing general agent (MGA)]] |
|||
[[Definition:Managing general underwriter (MGU)]] |
|||
[[Definition:Marine underwriter]] |
|||
[[Definition:Marketing representative]] |
|||
[[Definition:Medical director]] |
|||
[[Definition:Operations manager]] |
|||
[[Definition:Personal lines underwriter]] |
|||
[[Definition:Placement broker]] |
|||
[[Definition:Policy administrator]] |
|||
[[Definition:Policy analyst]] |
|||
[[Definition:Policy processing specialist]] |
|||
[[Definition:Policyholder services representative]] |
|||
[[Definition:Portfolio manager]] |
|||
[[Definition:Premium auditor]] |
|||
[[Definition:Pricing actuary]] |
|||
[[Definition:Product development manager]] |
|||
[[Definition:Product manager]] |
|||
[[Definition:Professional indemnity underwriter (PI underwriter)]] |
|||
[[Definition:Program administrator]] |
|||
[[Definition:Program manager]] |
|||
[[Definition:Property underwriter]] |
|||
[[Definition:Public adjuster]] |
|||
[[Definition:Rating analyst]] |
|||
[[Definition:Regional director]] |
|||
[[Definition:Regional manager]] |
|||
[[Definition:Regulatory affairs specialist]] |
|||
[[Definition:Reinsurance analyst]] |
|||
[[Definition:Reinsurance broker]] |
|||
[[Definition:Reinsurance intermediary]] |
|||
[[Definition:Reinsurance manager]] |
|||
[[Definition:Reinsurance underwriter]] |
|||
[[Definition:Reserving actuary]] |
|||
[[Definition:Retail broker]] |
|||
[[Definition:Risk analyst]] |
|||
[[Definition:Risk consultant]] |
|||
[[Definition:Risk control specialist]] |
|||
[[Definition:Risk engineer]] |
|||
[[Definition:Risk manager]] |
|||
[[Definition:Risk modeler]] |
|||
[[Definition:Sales agent]] |
|||
[[Definition:Senior underwriter]] |
|||
[[Definition:Special investigations unit investigator (SIU investigator)]] |
|||
[[Definition:Staff adjuster]] |
|||
[[Definition:Subrogation specialist]] |
|||
[[Definition:Surplus lines broker]] |
|||
[[Definition:Surveyor]] |
|||
[[Definition:Technical underwriter]] |
|||
[[Definition:Third-party administrator (TPA)]] |
|||
[[Definition:Treaty underwriter]] |
|||
[[Definition:Underwriter]] |
|||
[[Definition:Underwriting assistant]] |
|||
[[Definition:Underwriting manager]] |
|||
[[Definition:Vice president of claims]] |
|||
[[Definition:Vice president of underwriting]] |
|||
[[Definition:Wholesale broker]] |
|||
Here is the filtered and deduplicated list, retaining only terms that are truly specific to M&A transactions (removing general insurance, general finance, general legal, and general regulatory terms): |
|||
**Transaction types and structures** |
|||
[[Definition:Acquisition]] |
|||
[[Definition:Bancassurance acquisition]] |
|||
[[Definition:Business combination]] |
|||
[[Definition:Carve-out]] |
|||
[[Definition:Consolidation]] |
|||
[[Definition:Corporate reorganization]] |
|||
[[Definition:Cross-border merger]] |
|||
[[Definition:Demerger]] |
|||
[[Definition:Divestiture]] |
|||
[[Definition:Equity purchase]] |
|||
[[Definition:Horizontal merger]] |
|||
[[Definition:Hostile takeover]] |
|||
[[Definition:Insurance business transfer (IBT)]] |
|||
[[Definition:Insurance portfolio transfer (IPT)]] |
|||
[[Definition:Joint venture (JV)]] |
|||
[[Definition:Leveraged buyout (LBO)]] |
|||
[[Definition:Loss portfolio transfer (LPT)]] |
|||
[[Definition:Management buyout (MBO)]] |
|||
[[Definition:Merger]] |
|||
[[Definition:Minority stake acquisition]] |
|||
[[Definition:Part VII transfer]] |
|||
[[Definition:Platform acquisition]] |
|||
[[Definition:Reverse merger]] |
|||
[[Definition:Reverse takeover]] |
|||
[[Definition:Scheme of arrangement]] |
|||
[[Definition:Share swap]] |
|||
[[Definition:Special purpose acquisition company (SPAC)]] |
|||
[[Definition:Spin-off]] |
|||
[[Definition:Strategic partnership]] |
|||
[[Definition:Takeover]] |
|||
[[Definition:Takeover bid]] |
|||
[[Definition:Tender offer]] |
|||
[[Definition:Transfer of engagements]] |
|||
[[Definition:Tuck-in acquisition]] |
|||
[[Definition:Vertical merger]] |
|||
**Deal participants and roles** |
|||
[[Definition:Bidder]] |
|||
[[Definition:Lead adviser]] |
|||
[[Definition:Private equity sponsor]] |
|||
[[Definition:Strategic buyer]] |
|||
[[Definition:Target company]] |
|||
[[Definition:Transaction advisory]] |
|||
**Valuation and pricing** |
|||
[[Definition:Base purchase price]] |
|||
[[Definition:Control premium]] |
|||
[[Definition:Deal structure]] |
|||
[[Definition:Embedded value (EV)]] |
|||
[[Definition:Enterprise value (EV)]] |
|||
[[Definition:Equity value]] |
|||
[[Definition:Purchase consideration]] |
|||
[[Definition:Purchase price allocation (PPA)]] |
|||
[[Definition:Valuation date]] |
|||
[[Definition:Value creation plan]] |
|||
[[Definition:Value of in-force business (VIF)]] |
|||
**Price adjustment mechanisms** |
|||
[[Definition:Adjustment mechanism]] |
|||
[[Definition:Closing adjustment]] |
|||
[[Definition:Closing payment]] |
|||
[[Definition:Collar mechanism]] |
|||
[[Definition:Collar (price collar)]] |
|||
[[Definition:Completion account]] |
|||
[[Definition:Completion account mechanism]] |
|||
[[Definition:Completion mechanism]] |
|||
[[Definition:Contingent consideration]] |
|||
[[Definition:Contractual price adjustment]] |
|||
[[Definition:Debt-free cash-free adjustment]] |
|||
[[Definition:Debt-like item]] |
|||
[[Definition:Deemed completion mechanism]] |
|||
[[Definition:Deferred consideration]] |
|||
[[Definition:Deferred payment mechanism]] |
|||
[[Definition:Dollar-for-dollar adjustment]] |
|||
[[Definition:Earn-out]] |
|||
[[Definition:Earn-out adjustment]] |
|||
[[Definition:Earn-out milestone]] |
|||
[[Definition:Earn-out period]] |
|||
[[Definition:Effective economic date]] |
|||
[[Definition:Enterprise value to equity value bridge (EV-to-equity bridge)]] |
|||
[[Definition:Equity ticker mechanism]] |
|||
[[Definition:Excess cash adjustment]] |
|||
[[Definition:Leakage]] |
|||
[[Definition:Leakage covenant]] |
|||
[[Definition:Locked-box account]] |
|||
[[Definition:Locked-box date]] |
|||
[[Definition:Locked-box interest (ticker)]] |
|||
[[Definition:Locked-box mechanism]] |
|||
[[Definition:Locked-box permitted leakage]] |
|||
[[Definition:Loss reserve true-up]] |
|||
[[Definition:Milestone payment]] |
|||
[[Definition:Net cash adjustment]] |
|||
[[Definition:Net debt adjustment]] |
|||
[[Definition:Net working capital target]] |
|||
[[Definition:Permitted leakage]] |
|||
[[Definition:Post-closing adjustment]] |
|||
[[Definition:Post-closing earn-out adjustment]] |
|||
[[Definition:Post-closing true-up]] |
|||
[[Definition:Pre-closing leakage]] |
|||
[[Definition:Pre-closing price adjustment]] |
|||
[[Definition:Price adjustment mechanism]] |
|||
[[Definition:Price chip]] |
|||
[[Definition:Price retention]] |
|||
[[Definition:Purchase price reduction]] |
|||
[[Definition:Reserve adjustment clause]] |
|||
[[Definition:Reserve true-up mechanism]] |
|||
[[Definition:Step-up adjustment]] |
|||
[[Definition:Ticker mechanism]] |
|||
[[Definition:True-up mechanism]] |
|||
[[Definition:Unearned premium reserve adjustment]] |
|||
[[Definition:Unearned premium reserve transfer]] |
|||
[[Definition:Value adjustment]] |
|||
[[Definition:Working capital adjustment]] |
|||
[[Definition:Working capital collar]] |
|||
[[Definition:Working capital peg]] |
|||
[[Definition:Working capital shortfall adjustment]] |
|||
[[Definition:Working capital surplus adjustment]] |
|||
[[Definition:Working capital target]] |
|||
[[Definition:Working capital true-up]] |
|||
**Warranties, representations, and indemnities** |
|||
[[Definition:Bring-down condition]] |
|||
[[Definition:Bring-down warranty]] |
|||
[[Definition:Catch-all warranty]] |
|||
[[Definition:Compliance warranty]] |
|||
[[Definition:Double materiality scrape]] |
|||
[[Definition:Fundamental warranty]] |
|||
[[Definition:General warranty]] |
|||
[[Definition:Insurance warranty]] |
|||
[[Definition:Knowledge qualifier]] |
|||
[[Definition:Knowledge scrape]] |
|||
[[Definition:Management warranty]] |
|||
[[Definition:Materiality qualifier]] |
|||
[[Definition:Materiality scrape]] |
|||
[[Definition:No-leakage warranty]] |
|||
[[Definition:Regulatory warranty]] |
|||
[[Definition:Repetition of warranty]] |
|||
[[Definition:Representations and warranties (R&W)]] |
|||
[[Definition:Representations and warranties insurance (R&W insurance)]] |
|||
[[Definition:Seller warranty]] |
|||
[[Definition:Solvency warranty]] |
|||
[[Definition:Tax warranty]] |
|||
[[Definition:Title and capacity warranty]] |
|||
[[Definition:Title warranty]] |
|||
[[Definition:Warranty]] |
|||
[[Definition:Warranty and indemnity insurance (W&I insurance)]] |
|||
[[Definition:Warranty breach]] |
|||
[[Definition:Warranty qualifier]] |
|||
[[Definition:Warranty repeater clause]] |
|||
[[Definition:Warranty survival period]] |
|||
**Indemnification and liability** |
|||
[[Definition:Basket (deductible basket)]] |
|||
[[Definition:Basket threshold]] |
|||
[[Definition:Cap on indemnification]] |
|||
[[Definition:Claw-back clause]] |
|||
[[Definition:De minimis threshold]] |
|||
[[Definition:Environmental indemnity clause]] |
|||
[[Definition:Escrow account]] |
|||
[[Definition:Escrow release condition]] |
|||
[[Definition:Holdback]] |
|||
[[Definition:Indemnification clause]] |
|||
[[Definition:Indemnity cap]] |
|||
[[Definition:Indemnity escrow]] |
|||
[[Definition:Indemnity holdback]] |
|||
[[Definition:Liability cap]] |
|||
[[Definition:Mini basket]] |
|||
[[Definition:No-claim declaration]] |
|||
[[Definition:Retention amount]] |
|||
[[Definition:Seller protection clause]] |
|||
[[Definition:Specific indemnity]] |
|||
[[Definition:Specific tax indemnity]] |
|||
[[Definition:Survival clause]] |
|||
[[Definition:Survival period]] |
|||
[[Definition:Tax covenant]] |
|||
[[Definition:Tax indemnity]] |
|||
[[Definition:Third-party claim procedure]] |
|||
[[Definition:Threshold amount (de minimis)]] |
|||
[[Definition:Time limitation clause]] |
|||
[[Definition:Tipping basket]] |
|||
[[Definition:Tipping basket mechanism]] |
|||
[[Definition:Transaction liability insurance]] |
|||
**Key clauses and covenants** |
|||
[[Definition:Acceleration clause]] |
|||
[[Definition:Anti-embarrassment clause]] |
|||
[[Definition:Anti-sandbagging clause]] |
|||
[[Definition:Anti-tilting provision]] |
|||
[[Definition:Anti-trust approval]] |
|||
[[Definition:Break fee]] |
|||
[[Definition:Breakup fee]] |
|||
[[Definition:Change of control clause]] |
|||
[[Definition:Change of control notification]] |
|||
[[Definition:Condition precedent (CP)]] |
|||
[[Definition:Condition precedent to completion (CPC)]] |
|||
[[Definition:Condition subsequent]] |
|||
[[Definition:Closing condition]] |
|||
[[Definition:Covenant not to compete]] |
|||
[[Definition:Drag-along right]] |
|||
[[Definition:Exclusivity agreement]] |
|||
[[Definition:Exclusivity period]] |
|||
[[Definition:Good leaver clause]] |
|||
[[Definition:Hell-or-high-water clause]] |
|||
[[Definition:Interim breach clause]] |
|||
[[Definition:Interim operating covenant]] |
|||
[[Definition:Interim period]] |
|||
[[Definition:Key person clause]] |
|||
[[Definition:Long-stop date]] |
|||
[[Definition:Material adverse change clause (MAC clause)]] |
|||
[[Definition:Material adverse effect (MAE)]] |
|||
[[Definition:Merger clause (entire agreement clause)]] |
|||
[[Definition:No-shop clause]] |
|||
[[Definition:Non-compete agreement]] |
|||
[[Definition:Non-solicitation clause]] |
|||
[[Definition:Ordinary course covenant]] |
|||
[[Definition:Outward reinsurance clause]] |
|||
[[Definition:Post-completion covenant]] |
|||
[[Definition:Pre-closing covenant]] |
|||
[[Definition:Pro-sandbagging clause]] |
|||
[[Definition:Regulatory change of control approval]] |
|||
[[Definition:Reverse breakup fee]] |
|||
[[Definition:Sandbagging clause]] |
|||
[[Definition:Tag-along right]] |
|||
[[Definition:Vesting acceleration]] |
|||
**Due diligence** |
|||
[[Definition:Actuarial due diligence]] |
|||
[[Definition:Buy-side due diligence]] |
|||
[[Definition:Data room]] |
|||
[[Definition:Due diligence]] |
|||
[[Definition:Financial due diligence]] |
[[Definition:Financial due diligence]] |
||
[[Definition:Transaction services]] |
|||
[[Definition:Incurred but not reported reserve review (IBNR reserve review)]] |
|||
[[Definition: |
[[Definition:Claims consulting]] |
||
[[Definition: |
[[Definition:Underwriting transformation]] |
||
[[Definition: |
[[Definition:Digital transformation consulting]] |
||
[[Definition: |
[[Definition:Cybersecurity advisory]] |
||
[[Definition: |
[[Definition:Anti-money laundering consulting (AML)]] |
||
[[Definition: |
[[Definition:Fraud investigation service]] |
||
[[Definition: |
[[Definition:Statutory audit]] |
||
[[Definition: |
[[Definition:Reserve review]] |
||
[[Definition:Embedded value analysis (EV)]] |
|||
[[Definition:Capital modeling]] |
|||
**Integration and separation** |
|||
[[Definition: |
[[Definition:Insurance accounting advisory]] |
||
[[Definition: |
[[Definition:Operational risk consulting]] |
||
[[Definition: |
[[Definition:Outsourced actuarial service]] |
||
[[Definition: |
[[Definition:Forensic accounting]] |
||
[[Definition: |
[[Definition:Strategy and management consulting]] |
||
[[Definition: |
[[Definition:Data analytics and insurtech advisory]] |
||
[[Definition:Pre-completion reorganization]] |
|||
[[Definition:Separation agreement]] |
|||
[[Definition:Stranded cost]] |
|||
[[Definition:Synergy]] |
|||
[[Definition:Transitional service agreement (TSA)]] |
|||
[[Definition:Transitional trademark license]] |
|||
**Insurance-specific M&A terms** |
|||
[[Definition:Carve-out financial statement]] |
|||
[[Definition:Economic loss approach]] |
|||
[[Definition:Insurance license transfer]] |
|||
[[Definition:License novation]] |
|||
[[Definition:Standalone financial statement]] |
|||
**Transaction process and closing** |
|||
[[Definition:Closing date]] |
|||
[[Definition:Co-investment]] |
|||
[[Definition:Finder's fee]] |
|||
[[Definition:Investment banking fee]] |
|||
[[Definition:Initial public offering (IPO)]] |
|||
[[Definition:Sell-side process]] |
|||
[[Definition:Signing date]] |
|||
**Agreements and principal documents** |
|||
[[Definition:Asset purchase agreement (APA)]] |
|||
[[Definition:Break fee agreement]] |
|||
[[Definition:Business transfer agreement (BTA)]] |
|||
[[Definition:Confidentiality agreement (CA)]] |
|||
[[Definition:Definitive agreement]] |
|||
[[Definition:Employee transfer agreement]] |
|||
[[Definition:Equity commitment letter]] |
|||
[[Definition:Escrow agreement]] |
|||
[[Definition:Exclusivity letter]] |
|||
[[Definition:Expert determination agreement]] |
|||
[[Definition:Heads of agreement]] |
|||
[[Definition:Heads of terms (HoT)]] |
|||
[[Definition:Holdback agreement]] |
|||
[[Definition:Letter of intent (LOI)]] |
|||
[[Definition:Memorandum of understanding (MOU)]] |
|||
[[Definition:Non-disclosure agreement (NDA)]] |
|||
[[Definition:Retention agreement]] |
|||
[[Definition:Share purchase agreement (SPA)]] |
|||
[[Definition:Shareholder agreement]] |
|||
[[Definition:Side letter]] |
|||
[[Definition:Term sheet]] |
|||
[[Definition:Transfer agreement]] |
|||
**Deeds** |
|||
[[Definition:Deed of adherence]] |
|||
[[Definition:Deed of covenant]] |
|||
[[Definition:Deed of indemnity]] |
|||
[[Definition:Deed of novation]] |
|||
[[Definition:Deed of release]] |
|||
[[Definition:Deed of termination]] |
|||
[[Definition:Deed of transfer]] |
|||
[[Definition:Deed of undertaking]] |
|||
[[Definition:Management warranty deed]] |
|||
**Process documents** |
|||
[[Definition:Bid letter]] |
|||
[[Definition:Binding offer letter]] |
|||
[[Definition:Board approval resolution]] |
|||
[[Definition:Board information memorandum]] |
|||
[[Definition:Buyer's closing certificate]] |
|||
[[Definition:Capitalization table (cap table)]] |
|||
[[Definition:Closing agenda]] |
|||
[[Definition:Closing bible]] |
|||
[[Definition:Closing checklist]] |
|||
[[Definition:Closing memorandum]] |
|||
[[Definition:Comfort letter]] |
|||
[[Definition:Commitment letter]] |
|||
[[Definition:Company disclosure letter]] |
|||
[[Definition:Completion board minute]] |
|||
[[Definition:Completion statement]] |
|||
[[Definition:Confidential information memorandum (CIM)]] |
|||
[[Definition:Conflict clearance letter]] |
|||
[[Definition:Consent solicitation document]] |
|||
[[Definition:Corporate authority document]] |
|||
[[Definition:Corporate structure chart]] |
|||
[[Definition:Data room index]] |
|||
[[Definition:Data room rules letter]] |
|||
[[Definition:Disclosure bundle]] |
|||
[[Definition:Disclosure letter]] |
|||
[[Definition:Disclosure schedule]] |
|||
[[Definition:Draft share purchase agreement (draft SPA)]] |
|||
[[Definition:Due diligence checklist]] |
|||
[[Definition:Due diligence questionnaire (DDQ)]] |
|||
[[Definition:Due diligence report]] |
|||
[[Definition:Embedded value report (EV report)]] |
|||
[[Definition:Estimated completion statement]] |
|||
[[Definition:Expression of interest (EOI)]] |
|||
[[Definition:Fairness opinion]] |
|||
[[Definition:Fee arrangement letter]] |
|||
[[Definition:Final bid letter]] |
|||
[[Definition:Final offer letter]] |
|||
[[Definition:Financial due diligence report]] |
|||
[[Definition:Financial model]] |
|||
[[Definition:Funds flow statement]] |
|||
[[Definition:Gap analysis]] |
|||
[[Definition:General disclosure]] |
|||
[[Definition:Incurred but not reported analysis (IBNR analysis)]] |
|||
[[Definition:Independent actuarial review]] |
|||
[[Definition:Independent expert report]] |
|||
[[Definition:Indicative offer letter]] |
|||
[[Definition:Information memorandum (IM)]] |
|||
[[Definition:Information request list (IRL)]] |
|||
[[Definition:Insurance license schedule]] |
|||
[[Definition:Insurance portfolio summary]] |
|||
[[Definition:Investment committee memorandum (IC memo)]] |
|||
[[Definition:Investor presentation]] |
|||
[[Definition:IT due diligence report]] |
|||
[[Definition:Key person term sheet]] |
|||
[[Definition:Legal due diligence report]] |
|||
[[Definition:List of material contracts]] |
|||
[[Definition:Litigation schedule]] |
|||
[[Definition:Locked-box completion statement]] |
|||
[[Definition:Loss reserve analysis]] |
|||
[[Definition:Management due diligence report]] |
|||
[[Definition:Management equity plan]] |
|||
[[Definition:Management presentation]] |
|||
[[Definition:Management representation letter]] |
|||
[[Definition:Markup (contract markup)]] |
|||
[[Definition:Material contract summary]] |
|||
[[Definition:Merger filing document]] |
|||
[[Definition:Merger notification form]] |
|||
[[Definition:Non-binding indicative offer (NBIO)]] |
|||
[[Definition:Non-binding offer letter]] |
|||
[[Definition:Non-reliance letter]] |
|||
[[Definition:Notification letter to policyholders]] |
|||
[[Definition:Notification letter to regulators]] |
|||
[[Definition:Offer letter]] |
|||
[[Definition:Operational due diligence report]] |
|||
[[Definition:Outstanding claims schedule]] |
|||
[[Definition:Pension due diligence report]] |
|||
[[Definition:Permitted leakage schedule]] |
|||
[[Definition:Policy register extract]] |
|||
[[Definition:Post-closing adjustment statement]] |
|||
[[Definition:Pre-completion reorganization plan]] |
|||
[[Definition:Process letter]] |
|||
[[Definition:Proof of funds letter]] |
|||
[[Definition:Purchase price allocation report (PPA report)]] |
|||
[[Definition:Q&A log (questions and answers log)]] |
|||
[[Definition:Red flag report]] |
|||
[[Definition:Register of members]] |
|||
[[Definition:Regulatory approval application]] |
|||
[[Definition:Regulatory due diligence report]] |
|||
[[Definition:Reinsurance contract schedule]] |
|||
[[Definition:Reinsurance program summary]] |
|||
[[Definition:Reinsurance recoverables schedule]] |
|||
[[Definition:Reliance letter]] |
|||
[[Definition:Representations and warranties insurance application (R&W insurance application)]] |
|||
[[Definition:Reserve adequacy report]] |
|||
[[Definition:Run-off cost estimate]] |
|||
[[Definition:Run-off plan]] |
|||
[[Definition:Schedule of exceptions]] |
|||
[[Definition:Scheme document]] |
|||
[[Definition:Scheme of arrangement document]] |
|||
[[Definition:Seller's closing certificate]] |
|||
[[Definition:Seller's disclosure schedule]] |
|||
[[Definition:Sensitivity analysis]] |
|||
[[Definition:Share transfer form]] |
|||
[[Definition:Shareholder resolution]] |
|||
[[Definition:Signing protocol]] |
|||
[[Definition:Stock transfer form]] |
|||
[[Definition:Supplementary disclosure letter]] |
|||
[[Definition:Tax clearance application]] |
|||
[[Definition:Tax due diligence report]] |
|||
[[Definition:Tax structuring memorandum]] |
|||
[[Definition:Teaser (blind teaser)]] |
|||
[[Definition:Third-party consent letter]] |
|||
[[Definition:Transaction structure memorandum]] |
|||
[[Definition:Valuation report]] |
|||
[[Definition:Vendor assist report]] |
|||
[[Definition:Vendor due diligence (VDD)]] |
|||
[[Definition:Vendor due diligence report (VDD report)]] |
|||
[[Definition:Vendor financial model]] |
|||
[[Definition:Warranty and indemnity insurance policy (W&I insurance policy)]] |
|||
[[Definition:Working capital analysis]] |
|||
[[Definition:Working capital statement]] |
|||
Latest revision as of 00:22, 16 March 2026
Definition:Deloitte Definition:PricewaterhouseCoopers (PwC) Definition:Ernst & Young (EY) Definition:KPMG Definition:External audit Definition:Internal audit Definition:Actuarial consulting Definition:Risk advisory Definition:Tax advisory Definition:Regulatory compliance consulting Definition:IFRS 17 implementation Definition:Solvency II consulting Definition:Financial due diligence Definition:Transaction services Definition:Claims consulting Definition:Underwriting transformation Definition:Digital transformation consulting Definition:Cybersecurity advisory Definition:Anti-money laundering consulting (AML) Definition:Fraud investigation service Definition:Statutory audit Definition:Reserve review Definition:Embedded value analysis (EV) Definition:Capital modeling Definition:Insurance accounting advisory Definition:Operational risk consulting Definition:Outsourced actuarial service Definition:Forensic accounting Definition:Strategy and management consulting Definition:Data analytics and insurtech advisory