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Captives in Parent M&A Transactions

04.26.2021

Joe Holahan collaborated with Lisa Lacey Willitts on a recent podcast with Global Captive Podcast. This GCP Short, addresses the key considerations for captives and their owners when there is merger and/or acquisition activity at the parent level. Joe and Lisa 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. Listen to the podcast here