Smart Risk, Strong Deals: Mastering Transactional Liability in M&A
Presented By: Barnes & Thornburg / Lockton
Every acquisition carries risk—but the right strategies can turn potential pitfalls into opportunities for stronger, more successful deals. This session brings together veteran dealmakers to explore how buyers can identify, assess, and strategically manage transactional liabilities throughout the M&A process. Learn how to leverage insurance solutions, structure agreements for protection, and anticipate legal complexities that can impact the outcome of your transaction. Whether you’re actively acquiring or preparing for future growth, this discussion will provide practical insights to safeguard your investment and optimize deal outcomes.
Moderator:
Managing Director, Transaction Liability
Lockton
Eddie joined the industry-leading Transaction Liability Group at Lockton in 2021 as a Senior Vice President and now serves as Managing Director.
Eddie started his career as a corporate associate at Paul Weiss, a market-leading practice in public M&A and private equity, where he practiced law for five years before joining Aon in 2018 as a Vice President. He was promoted to Senior Vice President in 2020 focusing on insurance solutions that facilitated M&A and material corporate transactions. Prior to attending law school, Eddie was a seventh-grade English teacher in New York City, through Teach for America, for three years.
Panelists:
Partner
Barnes & Thornburg LLP
Kevin advises a wide range of domestic and international clients and provides an in-depth understanding of substantive legal disciplines in virtually all corporate issues. With a keen eye for detail, he assists clients in corporate matters and transactions including mergers and acquisitions, joint ventures and strategic alliances, corporate governance and structure, cross-border business transactions, private equity investments, and business taxation.
Co-CEO
Monument MicroCap Partners
Tim joined Monument in 2019 and opened the Michigan office in 2021. Tim has over 10 years of middle market buyout experience. Prior to Joining Monument, Tim was a Senior Associate at HKW. Previously, Tim was an investment analyst at Northwestern Mutual Capital, the private asset arm of Northwestern Mutual Life Insurance Company. Tim earned his B.S. from Marquette University and MBA at The University of Chicago Booth School of Business.
CEO & Chairman
Albireo Energy
As CEO and Chairman of Albireo Energy, Larry Wash brings 30+ years of experience growing, operating and scaling OEM and independent services businesses. He is a leading industry authority and thought leader on high-performance and smart buildings, and services-led growth.
Prior to Albireo, Larry advised and served on the Boards of several middle-market PE firms and their portfolio companies guiding M&A, growth and operational strategies for scale. Firms include Warburg Pincus, Victor Capital Partners, Ontario Teacher’s Pension Plan, Saw Mill Capital and Coalesce Capital. Larry currently serves on several Boards including SLIPNOT/Traction Technologies, Vantage Elevator Systems and Climate Pros. Previously, Larry held several senior positions including CEO of KONE Americas, President of Ingersoll Rand and Trane Global Services, and Vice President of Services for Xerox Corporation.
Larry is passionate about services because it’s a people business – and believes that investment in great people delivers unmatched results for customers, suppliers, employees and the business overall.
Chief Operating Officer
365 Retail Markets
Brittany Westerman is the Chief Operating Officer for 365 Retail Markets, the market leading provider of unattended retail technology. Through organic growth and acquisitions, 365 has built a technology platform that foodservice operators rely on to power their stores and run their operations. While with 365, Brittany has overseen all transactions including mergers, acquisitions, and private equity recapitalizations.