Friday, January 31, 2025

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GCP Short: Captives in parent M&A transactions

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Joseph Holahan, Morris, Manning & Martin
Lisa Willits, Captive Advisory Partners

This GCP Short, produced in collaboration with Friends of the Podcast Morris, Manning & Martin LLP, explores the key considerations for captives and their owners when there is merger and/or acquisition activity at the parent level.

Joseph Holahan, partner in Morris, Manning & Martin’s insurance and reinsurance practice, and Lisa Willits, owner of Captive Advisory Partners LLC, discuss the due diligence concerning captives that is recommended when an acquisition is taking place, change of ownership regulations, strategies to consider when multiple captives are at play and the process involved for merging existing captives.

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