Mastering M&A: Strategies for Risk Management

With over 9,000 deals closing in 2024, how prepared is your organization for a merger or acquisition? Travelers’ 2024 CFO study found that whether or not the deal closed, 70% of CFOs say they have faced M&A activity. And while successful M&As require strategic risk management at every stage, 38% of respondents admit to only having reactive risk management programs. Join us to hear key findings from our latest release, the 2025 M&A Study: A Travelers Special Report. Equip yourself with knowledge to help clients manage uncertainty, mitigate risks and position their organizations for long-term success. 

Study highlights

• M&A activity weighs heavily on the minds of risk professionals, with 68% reporting they personally felt at least some stress or worry as a result. 
• Nearly all companies changed management practices following a merger or acquisition (96%).
  • 45% changed or added new technology safety practices
  • 43% engaged with new suppliers
  • 31% changed insurance carrier or broker 

Speakers

 
Annemarie Donegan
Senior Analyst, Custom Research, PitchBook Data 

 
Myles Gibbons 
Executive Vice President & President, Middle Market and National Property, Travelers 

 
Todd L. Mattiello 
Vice President, Client Services Group, National Accounts, Travelers  

Host

Joan Woodward
President, Travelers Institute; Executive Vice President, Public Policy, Travelers