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Line 138: [[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:Incurred but not reported reserve review (IBNR reserve review)]] [[Definition:Independent actuarial opinion]] [[Definition:Legal due diligence]] [[Definition:Merger control filing]] [[Definition:Operational due diligence]] [[Definition:Regulatory due diligence]] [[Definition:Sell-side due diligence]] [[Definition:Tax due diligence]] [[Definition:Underwriting due diligence]] Integration and separation [[Definition:Acquisition integration plan]] [[Definition:Day-one readiness]] [[Definition:Expense synergy]] [[Definition:Integration planning]] [[Definition:Integration risk]] [[Definition:Post-merger integration (PMI)]] [[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]]

Definition:Broken links: Difference between revisions