5.45pm - 6.00pm: Tea/Coffee Reception (Vic Tea Room)
6.00pm - 7.30pm: Meeting (Auditorium)
A one hour presentation on M&A from a practitioners perspective, using a sale of a block of annuity business as a case study in terms of the issues to consider from a seller’s perspective.
The presentation will touch on the process followed, sale rationale/investor story, deal strategy, bidder engagement, and the execution of an M&A.
The location of this event can be found here.
Waheeda is a Senior Director in the Insurance, Consulting and Technology. She is the Operational Excellence Leader for our Life Business, a member of the UK management team and leads our Bulk Annuity offering. Waheeda specialises in M&As and is a core member of the UK Life M&A team, specialising in annuity portfolio transactions, including pre-deal impact assessment, appraisals, deal terms and contract negotiation.
Fergal is a Senior Director in the Insurance, Consulting and Technology division at Willis Towers Watson and leads the M&A practice for EMEA Life.