RWI: PPAs, 10b-5/Full Disclosure Reps & Buyer Power Ratio

Matthew is the Executive Director, Indemnification Solutions for SRS Acquiom. He leads our insurance business, including our Representations and Warranties Insurance (RWI) brokerage business, and advises clients on the various ways M&A indemnification obligations can be collateralized. He also works with our business development, product, operations and marketing teams to grow our insurance capabilities and expand our indemnification solution offerings.

Before joining SRS Acquiom, Matthew was Vice President, Underwriting Leader at QBE, responsible for quoting and underwriting transactional insurance, and he spent over 15 years with AIG’s legal department, rising to the level of Deputy General Counsel, Casualty. As the first in-house attorney for AIG’s M&A Insurance Group, he helped draft several of the earliest RWI policy forms and participated in client meetings and speaking engagements to raise awareness and understanding of Transactional Insurance products.

Matthew started his career as a corporate attorney in New York with Rosenman & Colin (now Katten Muchin Rosenman) and graduated from Georgetown University Law Center and the University of Florida. He holds the Chartered Property Casualty Underwriter (CPCU) insurance designation and is a Licensed Property and Casualty Agent.

Sara is an Executive Director and Head of Legal Data Analytics for SRS Acquiom. Sara and her team gather, organize, and analyze deal terms and claims data on the thousands of transactions in which SRS Acquiom is engaged. That data drives the SRS Acquiom products, services, and thought leadership. Sara is an author and editor of many of the SRS Acquiom annual studies and white papers, as well as articles in partnership with Bloomberg Law, Law360, and other industry publications. She previously led the Contract Administration group, served in the Dispute Resolution group, and continues to consult on intellectual property matters.

Prior to joining SRS Acquiom, Sara practiced intellectual property and general commercial litigation at Simpson Thacher & Bartlett LLP, where she represented leading technology companies and other major corporations. While in private practice, she also received awards for her commitment to pro bono representation.

Sara earned her JD from Columbia University School of Law and her BA in Communication from California State University, Long Beach. In 2015, The M&A Advisor named Sara one of its Emerging Leaders in M&A.