Risky Business: Navigating Transaction Liability in M&A Deals
Presented By: IMA Financial Group / Copper Run Capital
From hidden liabilities to post-close surprises, transaction risks can derail even the most promising deals. Join a conversation among C-suite executives, private equity investors, and M&A advisors to explore strategies for mitigating liability and protecting deal value. Discover how proper diligence, thoughtful structuring, and innovative insurance solutions can minimize risks and create smoother transactions. Whether you’re buying, selling, or investing, this session offers essential insights into safeguarding your interests in today’s complex dealmaking environment.
Moderator:
Managing Director
Copper Run Capital LLC
Based in our Cleveland office, Marc focuses on executing M&A strategies and new business development. Marc leverages his expertise in sell-side transactions to lead middle market and lower middle market privately-held businesses through the sale process.
Transactional Liability Practice Leader
IMA
Daniel Posnick brings 20 years of insurance experience to his role managing IMA’s Transactional Liability practice, where his areas of focus include Representations & Warranties insurance, Tax Liability insurance and Loss Mitigation insurance.
Prior to joining IMA Dan spent 10+ years underwriting & managing Public D&O insurance products for Private Equity Firms & Asset Managers, in addition to managing Zurich North America’s Transactional Liability portfolio. Bolstered by his legal and claims background, Dan brings a balanced perspective and understanding to meet the needs of IMA’s clients.
Panelists:
President
DataStrike
Rob Brown has a background in both operating management and investing. He has led organizations to multiple Private Equity and Strategic transactions totaling over 1 billion in proceeds to his investors.
Currently his investment portfolio includes Technology Managed Services, Marine and Boating industry along with Healthcare. He co-founded and serves as the President of DataStrike.
CFO
Vision RNG
Kevin has over 18 years of experience in finance across the energy sector. After beginning his career in public accounting, Kevin transitioned to a boutique investment bank where he advised sell-side M&A and project finance processes for landfill gas and other renewable energy platforms. He later held various corporate finance roles in ExxonMobil’s upstream project development division and most recently served as Chief Financial Officer of ShalePro Energy Services. Kevin graduated from Longwood University, received his Master’s in Accounting from Virginia Commonwealth University, and his M.B.A. from the Kellogg School of Management at Northwestern University.