Mio© M&A Project Roles Explained
This article explains the different Roles in M&A Projects and their required participants.
As M&A Transactions have 2 sides, there are also 2 types of Policies Mio© can cover: Buyer-Side Policies and Seller-Side Policies.
The requirements and options within these 2 types of Policies will differ.
We identify Buyer-side Policies as Policies where the insured is the buyer, or on the Buyer-side of the transaction, and Seller-Side Policies as Policies where the insured is the seller, or on the seller-side of the Transaction. Even if you may be the Seller, or on the Seller-Side of the transaction, the Project as io.insure sees it may be for a Buyer-side Policy. This is because Mio© Buyer-side policies involve the Buyer-side and the Seller-side, whereas Mio© Seller-Side Policies only involve the Seller-side.
Please select below whether you are acting within a Buyer-side or Seller-side Policy.
A Buyer-side Policy is a Policy where the insured is the Buyer.
io.insure buyer-side policies currently require participants form both the buyer-side of the transaction and the seller-side of the transaction, the latter providing disclosure and the former due diligence.
These different actors within the project will be required to upload documents and fill forms in Stage 2 of the Project, further explained in the How to Mio© Series
Within each side of the transaction, io.insure requires a Principal advisor to be leveraged.
Additional Advisors are supported, depending on project specifics, and typically at the request of the buyer, the seller, or their respective advisors; Additional advisors are not required by io.insure.
Buyer
Buyer's Principal Advisor
Optional: Buyer's Additional Advisor(s).
Seller
Seller's Principal Advisor
Optional: Seller's Additional Advisor(s).
A new Buyer-side Project may be initiated by either the Buyer, the Seller, or their respective Principal Advisors.
OR
A Seller-side Policy is a Policy where the insured is the Seller.
io.insure Seller-Side Policies only require a Seller-side participants.
A new seller-side Project may be initiated by either the Seller, or the Seller's Principal Advisor.
Seller
Seller's Principal Advisor
Optional: Seller's Additional Advisor(s).
io.insure requires a Principal advisor to be leveraged.
Additional Advisors are supported, depending on project specifics, and typically at the request of the buyer, the seller, or their respective advisors; Additional advisors are not required by io.insure.
All Participants are required to sign mutual Non-Disclosure Agreements for each Project they are involved in. Please see How do I sign an NDA for more information and a step-by-step guide.
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